GEMWeekly (23 Feb 2024): China, Thailand, South Korea Macro; JD.com, Xpeng, Vodafone Idea
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
450 Views
Bharti Hexacom Pre-IPO - The Positives - Earnings Have Been Recovering Well
Bharti Hexacom is looking to raise up to US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
385 Views
Bharti Singtel Possible Selldown/Holdco Trade - Singtel Appears to Be Ready for Cashing in US$1-2bn
Various recent media reports have indicated that Singtel aims to sell 2-4% of its stake in Bharti Airtel. In this note, we talk about the possible...
673 Views
ECM Weekly (27th Feb 2022) - LIC, SBI Sumishin, Farm Fresh, Yunkang, Shanghai Pulse, Jinmao, IDP Edu
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
438 Views
Bharti Airtel (BHARTI IN) | Revisiting Core Thesis
As Bharti Airtel (BHARTI IN) rights issue is underway, we take this opportunity to re-visit our core thesis on Bharti along with assessing the...
389 Views