Primer: Cummins India (KKC IN) - Sep 2025
Market Leader Benefitting from Regulatory Tailwinds: Cummins India is the nation's largest engine manufacturer and is poised to benefit...
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JSW Cement IPO Trading - Overall Demand Lags Recent Listings
JSW Cement raised about US$410m in its India IPO. We have covered various aspects of the deal in our previous note. In this note, we will talk...
575 Views
JSW Cement IPO - RHP Updates, Peer Comp and Thoughts on Valuations
JSW Cement is looking to raise about US$410m in its India IPO. In this note, we talk about the RHP updates, peer comp and implied valuations in the...
803 Views
AMFI Stock Reclassification Preview (Jun 2025): Active Flows Lead to Passive Flows
We currently forecast 44 migrations for the AMFI July reclassification. Some IPOs could be added to Large/Mid cap. The forecast upward migrations...
884 Views
AMFI Stock Reclassification Preview (Jun 2025): Plenty of Change With More Likely
We currently forecast 40 migrations for the AMFI July reclassification. There are 2 new listings that could be added to MidCap. The forecast upward...
880 Views