Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, BSE 100, and BSE 200 Indices in the June 2025 index rebal event.</li>
<li>As things stand, there could be two index changes for the SENSEX index.</li>
<li>There could be two ADDs/DELs for the BSE 100 index and eight ADDs/DELs for the BSE 200 index.</li>
</ul>


In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, BSE 100, and BSE 200 Indices in the June 2025 index rebal event.
As things stand, there could be two index changes for the SENSEX index.
There could be two ADDs/DELs for the BSE 100 index and eight ADDs/DELs for the BSE 200 index.


Quiddity Leaderboard BSE/​​​​SENSEX Jun25: Some Names Are Still Close to the Border

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Capital Markets

LG Electronics India / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lg-electronics-india" target="_blank" data-smartkarma-citation="entities:44148:1" rel="noopener">LG Electronics India</a> has secured regulatory approval for its IPO, expected to raise between USD 1 to 1.5 billion. </li>
<li>However, it remains unclear whether the company will delay the launch until market sentiment shows further improvement.</li>
<li>
<a href="https://www.smartkarma.com/entities/lg-electronics-india" target="_blank" data-smartkarma-citation="entities:44148:1" rel="noopener">LG Electronics India (123D IN)</a> IPO is a 100% offer for sale by parent and hence the entire proceeds from the IPO will accrue to <a href="https://www.smartkarma.com/entities/lg-electronics-inc" target="_blank" data-smartkarma-citation="entities:8814:1" rel="noopener">LG Electronics (066570 KS)</a>.</li>
</ul>



LG Electronics India has secured regulatory approval for its IPO, expected to raise between USD 1 to 1.5 billion. 
However, it remains unclear whether the company will delay the launch until market sentiment shows further improvement.

LG Electronics India (123D IN) IPO is a 100% offer for sale by parent and hence the entire proceeds from the IPO will accrue to LG Electronics (066570 KS).


LG Electronics India IPO: It's A Big Deal. Potential Pricing and Valuation Preview

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dn-solutions" target="_blank" data-smartkarma-citation="entities:44474:1" rel="noopener">DN Solutions (298440 KS)</a> (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares.</li>
<li>DNS is engaged in the manufacture and sale of machine tools and the business of automation solutions and services related thereto.</li>
<li>In this note, we talk about the company’s past performance.</li>
</ul>



DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares.
DNS is engaged in the manufacture and sale of machine tools and the business of automation solutions and services related thereto.
In this note, we talk about the company’s past performance.


DN Solutions Pre-IPO - The Positives - Growing Market Share

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a>growth has been an outlier in the intensely competitive Indian passenger car industry.We share insights on how this trend has evolved over the past several months.</li>
<li>This insight provides detailed analysis of sales performance of key players-<a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a> ,<a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a>,<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> &amp; <a href="https://www.smartkarma.com/entities/hyundai-motor-india-ltd" target="_blank" data-smartkarma-citation="entities:40900:1" rel="noopener">Hyundai Motor India (HYUNDAI IN)</a> </li>
<li>Various initiatives introduced in the recent Union Budget are expected to boost demand for passenger cars in the medium term.</li>
</ul>



Mahindra &amp; Mahindra (MM IN)growth has been an outlier in the intensely competitive Indian passenger car industry.We share insights on how this trend has evolved over the past several months.
This insight provides detailed analysis of sales performance of key players-Maruti Suzuki India (MSIL IN) ,Mahindra &amp; Mahindra (MM IN),Tata Motors Ltd (TTMT IN) &amp; Hyundai Motor India (HYUNDAI IN) 
Various initiatives introduced in the recent Union Budget are expected to boost demand for passenger cars in the medium term.


It's M&M Vs. The Rest – Passenger Car Market Update

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> plans to scale businesses across hospitality, aerospace, and renewables, prioritizing operational excellence over acquisitions for sustainable long-term growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric (OLAELEC IN)</a> lays off 1,000+ employees as losses surge 50%, competition intensifies, and market share declines, leading to a 60% stock plunge.</li>
<li>India’s Q3 GDP growth hits 6.2%, boosted by Maha Kumbh spending, tax cuts, and strong exports, despite market volatility and fiscal challenges.</li>
</ul>



Mahindra &amp; Mahindra (MM IN) plans to scale businesses across hospitality, aerospace, and renewables, prioritizing operational excellence over acquisitions for sustainable long-term growth.

Ola Electric (OLAELEC IN) lays off 1,000+ employees as losses surge 50%, competition intensifies, and market share declines, leading to a 60% stock plunge.
India’s Q3 GDP growth hits 6.2%, boosted by Maha Kumbh spending, tax cuts, and strong exports, despite market volatility and fiscal challenges.


#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

South Korea

Hyundai Motor India Limited (HMIL) designs and manufactures automobiles. The Company offers cars, vans, sedans, and sport utility vehicles along with financing, leasing, and maintenance services. HMIL serves customers globally.

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Hyundai Motor India (HYUNDAI IN)

Quiddity Leaderboard BSE/SENSEX Jun25: Some Names Are Still Close to the Border

We expect ~US$560mn one-way flows collectively for Sensex, BSE 100, and BSE 200. Although there is only one month left in the reference period, the...

Janaghan Jeyakumar, CFA

LG Electronics India IPO: It's A Big Deal. Potential Pricing and Valuation Preview

With a strong revival in India equities and recent regulatory approval, LGEIL may push ahead with its IPO. At the reported IPO size of Rs150 bn,...

Devi Subhakesan

It's M&M Vs. The Rest – Passenger Car Market Update

Insights on Mahindra & Mahindra's exceptional growth in the Indian passenger car industry, with detailed analysis of key players and potential...

Sreemant Dudhoria,CFA

#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...

Sudarshan Bhandari

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52-week Range

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Quiddity Leaderboard BSE/​​​​SENSEX Jun25: Some Names Are Still Close to the Border

We expect ~US$560mn one-way flows collectively for Sensex, BSE 100, and BSE 200. Although there is only one month left in the reference period, the...

Janaghan Jeyakumar, CFA

LG Electronics India IPO: It's A Big Deal. Potential Pricing and Valuation Preview

With a strong revival in India equities and recent regulatory approval, LGEIL may push ahead with its IPO. At the reported IPO size of Rs150 bn,...

Devi Subhakesan

DN Solutions Pre-IPO - The Positives - Growing Market Share

DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we...

Sumeet Singh

It's M&M Vs. The Rest – Passenger Car Market Update

​Insights on Mahindra & Mahindra's exceptional growth in the Indian passenger car industry, with detailed analysis of key players and potential...

Sreemant Dudhoria,CFA

#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

​Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...

Sudarshan Bhandari

Quiddity Leaderboard BSE/SENSEX Jun25: Some Names Are Still Close to the Border

With a strong revival in India equities and recent regulatory approval, LGEIL may push ahead with its IPO. At the reported IPO size of Rs150 bn,...

Insights on Mahindra & Mahindra's exceptional growth in the Indian passenger car industry, with detailed analysis of key players and potential...

Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...