Physicswallah IPO - RHP Updates and Thoughts on Valuation
Physicswallah Is looking to raise about US$434m in its upcoming India IPO. We have looked at the past performance in our earlier notes. In this...
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Lenskart Solutions IPO Trading - Very Strong Anchor Facing Weak Markets
Lenskart Solutions raised around US$825m in its India IPO, with a very strong anchor book. In this note, we talk about the trading dynamics.
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (10 Nov)
​Statistical methodology identifies 15 pair trade opportunities across four markets and five sectors, offering unique insights into relative value.
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Physicswallah Pre-IPO - The Negatives - Underlying Growth Rate Remains Unclear
Physicswallah Is looking to raise about US$434m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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NIFTY Index Earning Revision (Oct): Adani Enterprises, JSW Steel, ICICI Bank, Infosys, Tata Motors
We analyzed NIFTY's consensus for Oct 2025 and highlighted changes of EPS in Adani Enterprises (ADE/S IN), JSW Steel (JSTL IN), ICICI Bank (ICICIBC...
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