L&T’s Q2FY26: Don’t Mind the Margins, Watch the ₹6.67 Lakh Crore Backlog.
L&T's Q2 revenue missed estimates but order inflows surged, leading to a record order book. Strategic pivot to new-age manufacturing and green...
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Primer: Larsen & Toubro (LT IN) - Sep 2025
Dominant Market Position with Robust Order Book: Larsen & Toubro is India's largest engineering and construction company with a significant...
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Primer: Larsen & Toubro (LTOD LI) - Sep 2025
Market Leader with Robust Order Book: Larsen & Toubro is a dominant player in India's engineering and construction (E&C) sector with a...
309 Views
Meesho Ltd IPO - Value-Led Play, Moderately Priced
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s implied valuations in the...
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EQD | Long Nifty 50 Vs. Short Nikkei 225 - A Relative Value Option Strategy with a Kicker
Option strategy: exploit relative value in implied volatilities combined with directional positioning for a leveraged payoff in a long Nifty 50 vs....
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