Dixon Technologies (Q4FY24): Accelerated Growth Momentum to Sustain. Maintain ADD
With Dixon having expanded its Smartphone/Feature phone capacity to 45mn/40mn units (50% of India’s opportunity) coupled with a ramp of volumes
370 Views
Consumer Durables & EMS (Q4FY24 Results Preview): Summer portfolio to shine
With consumer sentiment witnessing a gradual improvement, rising temperatures and the expectation of a hot summer season are expected to support...
270 Views
Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It a Miss
Government of India raised around US$513m via selling some of its stake in Bharti Hexacom's IPO. In this note, we talk about the demand and trading...
743 Views
Bharti Hexacom IPO - Unexciting and at a Half-Decent Discount
Bharti Hexacom is looking to raise up to US$513m in its upcoming India IPO. We have looked at the past performance in our earlier note, in this...
680 Views
Electronics Manufacturing Services: In the Infancy of Multi-Year Growth Story
To elevate India as a premier global destination for electronics manufacturing, the government has implemented a comprehensive set of incentives...
358 Views