Indian Banks Screener: Stick with Buys on Select, Value Based Smaller Caps
​We stick with our value relative to returns based calls on Indian banks. Positive on smaller caps Baroda, Bandhan, UBI; negative on ICICI Bank and...
986 Views
Carraro India Pre-IPO - Strategic Partnerships and Related Party Risks
Carraro India Limited is looking to raise about US$216m in its India IPO. In this note, we talk about the company’s historical performance.
391 Views
EQD | NIFTY 50 (NIFTY INDEX) - Capped Risk Reversal and Other Option Opportunities
The ​NIFTY 50 ended positively last week with potential for a longer rally. This Insight offers option strategies based on resistance/support...
586 Views
Zinka Logistics IPO Trading - Subdued Demand; Lags Recent Listings
Zinka Logistics (Blackbuck) raised about US$130m in its India IPO. In this note, we talk about the demand and trading dynamics.
320 Views
Top Conviction Ideas – “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) under our coverage reported a largely in-line performance delivering a credit growth at ~14% YoY, with a continuous and...
326 Views