In today’s briefing:
- Sun Pharmaceutical (SUNP IN): Timely Succession Plan to Augur Well for Next-Level of Growth
- Relative Value Roundup: Performance Recap of Financial Pair Trades
Sun Pharmaceutical (SUNP IN): Timely Succession Plan to Augur Well for Next-Level of Growth
- Sun Pharmaceutical Industries (SUNP IN) is appointing Kirti Ganorkar as the Managing Director to succeed Dilip Shanghvi, effective September 1, 2025, with the entire business reporting to him.
- In another development, Richard Ascroft will be joining as CEO – North America, succeeding Abhay Gandhi. Aalok Shanghvi has been additionally entrusted with the responsibility for the North America business.
- Succession plan and management rejig come at a time when SPIL is at an inflection point, with its India business being on a strong foothold and specialty business gaining traction.
Relative Value Roundup: Performance Recap of Financial Pair Trades
- Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.
- Highlight: Two pair trade opportunities in the Indian financial sector persist, with price ratios exceeding two standard deviations from their historical means.
- Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.
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