Primer: Godfrey Phillips India (GP IN) - Oct 2025
Godfrey Phillips India is demonstrating robust top-line growth, consistently outpacing its primary competitor and gaining market share, driven...
500 Views
Meesho Ltd IPO - Value-Led Play, Moderately Priced
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s implied valuations in the...
327 Views
Godfrey Phillips India: Marlboro Magic. NOT RATED
Godfrey Phillips India’s (GPI) cigarette volumes have been growing at a scorching rate. The main reason behind its success is the performance of...
365 Views
NIFTY MIDCAP150 Index Rebalance: 13 Changes a Side; Lots of Overlap with Other Index Flow
There are 13 changes for the index in Sep. Estimated one-way turnover is 7.8% and the round-trip trade is INR 18.2bn. There are many stocks with...
575 Views
NIFTY MIDCAP150 Index Rebalance Preview: 11 Potential Changes in September
There could be 11 changes in Sep. Estimated one-way turnover is 7.7% and round-trip trade is INR 17.6bn. With over US$43bn tracking the index...
612 Views