Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
403 Views
Havells India (HAVL IN) | The Lost Summer
FY21 is going to be a challenging year for Havells. With the loss of summer season, lower demand, and lack of activity in the industrial business...
299 Views
Trade/​Investment Ideas from 2019/​20 IPOs - Mostly IN, SG and AU
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
421 Views
Havells India (HAVL IN) | Lost Ground Unlikely to Be Recovered; Underperformance to Continue
In spite of trading at a lower average forward P/E multiple both on a 1 Year (1Y) and 3 Years (3Y) basis, we expect the underperformance of Havells...
541 Views
Aequitas 2019 IPOs and Placements Performance - Things We Got Right/Wrong and Things We Plan to Do
2019 marked our first full year of operations as an Independent Research Company, post spin-off from Smartkarma in August 2018. With our...
722 Views