India: Stock Reclassification & Active Portfolio Management (Dec 2021)
Halfway through the review period, we take a look at stocks that could migrate across the large, mid and small cap segments. With over US$100bn of...
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Jubilant Group: Related Party Transactions and Accounting Flags
A forensic analysis of Jubilant Group (Promoter Group of Jubilant Foodworks & Jubilant Lifesciences) leads us to certain related party transactions...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Jubilant Pharma: Good Drugs, Fully-Valued Bonds
We initiate our coverage of Jubilant Pharma Ltd (1164252D IN) (JPL) which is ranked top 2-3 global pharmaceutical company in the...
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Glenmark Pharmaceuticals: Attempt Out of Generic
We initiate our coverage on Glenmark Pharmaceuticals (GNP IN) (“Glenmark”)’s GNPIN 4.5% 8/21s (BB-/BB by S&P and Fitch, respectively) with a...
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