Hindalco Industries Ltd - Robust Q4 & Good Outlook, But Large Part of Value Is Priced In
Upstream Aluminium CoP: In Q4FY24, the CoP stood flat QoQ. In Q1FY25 the CoP is expected to come down by another ~1%-2% QoQ led by softness in coal...
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ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Hindalco Industries Ltd - Novelis Q4FY24: Delivers Robust EBITDA/T
Valuation & Recommendation: We continue to value the company using SoTP with a 12MF EV/EBITDA target of 6.0x/5.0x/6.0x FY26 EBITDA for Indian...
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Global Emerging Markets: Reporting Season Summary, 1Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
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Copper Is the New "GOLD": India's Rush for Rare Minerals
LME Copper prices at 7 month high, above $8840 a ton - New York Copper at 16 mth high - Shanghai copper hits 2 year high Copper prices : +4% on...
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