Adani Enterprises: NMIAL Commissioning Triggers Structural Rerating; Airports Drive Duration
NMIAL commissioning in Dec-25 boosts AEL's shift to airport earnings, leading to a rerating through FY27 with fair value of ₹2,750–3,000.
57 Views
INDIA NUCLEAR — SHANTI BILL 2025: From Liability Paralysis to a $550–750bn Private-Build Pipeline
SHANTI transforms nuclear energy into a bankable asset class in India, with a shift towards a 100-GW build mandate and focus on SMRs and...
253 Views
JAPEX (1662 JP): U.S. Tight-Oil Pivot Drives Earnings Reset and Re-Rating Potential
JAPEX acquires Verdad for $1.3bn, boosting DJ Basin oil exposure and diversifying earnings away from LNG. Operating profit expected to increase in...
425 Views
Raksul (4384 JP): Goldman-Backed Founder MBO Highlights Japan’s New Tech Take-Private Cycle
At ¥1,950, Raksul has shifted from arb to a governance squeeze: A14% negative spread shows investors are paying for a bump, not ¥1,710 certainty....
722 Views
Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential
Activist investors target Taiheiyo Cement's California platform for re-rating and potential monetization, aiming to increase share value from...
296 Views