Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Oct)
​Statistical methodology identifies 14 pair trade opportunities across four markets and six sectors, offering unique insights into relative value.
629 Views
WeWork India IPO Trading - Muted Demand, Likely to Trade Weak
WeWork India raised about US$338m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
392 Views
Rubicon Research IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Rubicon Research Limited (RR) is looking to raise about US$155m in its India IPO. In this note, we talk about the RHP updates, peer comp and...
485 Views
LG Electronics India IPO - Thoughts on Valuation - Better Placed This Time Around
LG Electronics (066570 KS) is looking to raise US$1.3bn via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
565 Views
NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal
We analyzed NIFTY's consensus for Sep 2025 and highlighted changes of EPS in Adani Enterprises (ADE/S IN), State Bank of India (SBIN IN), Hero...
632 Views