In today’s briefing:
- Quiddity Leaderboard BSE SENSEX Dec25: Tech Mahindra Close to Deletion; Indigo Close to Addition
- WeWork India Pre-IPO – Enterprise-Led, Promising Metrics
- Lucror Analytics – Morning Views Asia
- Business Breakdown: Sharda Motors – The Shift from Pass-Through Revenue to Product-Led Profitability
Quiddity Leaderboard BSE SENSEX Dec25: Tech Mahindra Close to Deletion; Indigo Close to Addition
- BSE SENSEX represents the 30 largest stocks listed in the Bombay Stock Exchange (BSE) of India.
- In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX index in the December 2025 index rebal event.
- As things stand, there are no index changes expected for the BSE SENSEX index. However, if there are strong relative price swings, ADDs/DELs could be triggered.
WeWork India Pre-IPO – Enterprise-Led, Promising Metrics
- WeWork India Management Ltd (1690124D IN) is looking to raise about US$407m in its upcoming India IPO.
- WeWork India (WWI) offers a wide range of workspace solutions, including custom-designed buildings, floors, and offices; enterprise office suites; private offices; co-working spaces; customized managed offices; and hybrid digital solutions.
- In this note, we talk about the positive aspects of the deal.
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Adani Ports, AAC Technologies, Tata Motors
- UST yields rose yesterday, as the market priced in lower rate cuts for 2025, following the strong Q2 GDP numbers and after Fed Chair Jerome Powell said no decision has been made on a September rate cut. The UST curve bear flattened, with the yield on the 2Y UST rising 7 bps to 3.94%, while that on the 10Y UST was up 5 bps at 4.37%.
- Equity movements were mixed, as tech stocks were supported by solid earnings from Microsoft and Meta Platforms.
Business Breakdown: Sharda Motors – The Shift from Pass-Through Revenue to Product-Led Profitability
- Sharda Motors has phased out catalytic converter trading and commissioned a new plant, marking a shift toward high-margin through change in mix and exports.
- These developments support margin expansion, strengthen supply capabilities, and align with the company’s focus on engineering-led growth.
- Sharda Motors is evolving into a high-margin, technology-driven manufacturer with strong OEM linkages and export ambition, improving visibility on long-term value creation.
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