Asian Equities: Revisiting Indian Mid-Caps After Sharp Outperformance – A New Quant Screen
Our Indian Mid-Cap basket (up 29.4% since Feb 27 inception) beat the BSE Mid-Cap Index (up 18.6%) sharply. We revisit the basket with the earlier...
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HSIE Results Daily: Bajaj Finance, Petronet LNG, Birla Corporation, Greenlam Industries...
Bajaj Finance’s (BAF) Q2FY26 earnings were marginally lower than our estimates, with high credit costs (2.02%) partly offset by steady AUM growth...
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Cement (Q2FY26 Results Preview): Muted demand, stable prices, healthy margins
vDemand remains subdued in Q2FY26: As per discussions with cement companies, dealers and marketing executives, cement demand failed to firm up in...
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JSW Cements - Another Cement IPO in India Exactly 4 Yrs Later
JSW Cement lists at $180/t, a premium despite weaker near-term performance, stands out on ESG as slag cement player. Poised for aggressive...
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Cement: Margin Recovery Continues as Prices Firm Up
Subdued demand growth, despite a low base, cement prices continue to recover in east/south regions: Cement demand in Q1FY26 has been muted with ~4...
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