Partner at Exencial Research, Exencial Research

Viral Kishorchandra Shah

Partner at Exencial Research

Exencial Research

Thematic (Sector/Industry)

<ul>
<li>Average sugar price remains below Rs.60/kg for 4th straight day</li>
<li>China cancels registrations of Indian rice exporters on alleged GMO presence</li>
<li>Rabi sowing may face stress due to widespread drought conditions</li>
</ul>


Average sugar price remains below Rs.60/kg for 4th straight day
China cancels registrations of Indian rice exporters on alleged GMO presence
Rabi sowing may face stress due to widespread drought conditions


<ul>
<li>Japan holds the most ETF assets but saw the only outflow</li>
<li>Nuclear power set to grow from 8.8 to 22.48 gigawatts by 2030</li>
<li>UK is the cheapest corridor and India leans on remittances most</li>
</ul>


Japan holds the most ETF assets but saw the only outflow
Nuclear power set to grow from 8.8 to 22.48 gigawatts by 2030
UK is the cheapest corridor and India leans on remittances most


<ul>
<li>Fund raising was the busiest lane at 59 filings, and one dwarfed the rest.</li>
<li>The other 58 were routine: ESOP allotments, final dividends and smaller NCDissues.</li>
<li>On the equity side, Neogen closed a ₹600 Cr QIP at ₹2,255 a share and Venus Pipes lined up a ₹372 Cr preferential issue</li>
</ul>


Fund raising was the busiest lane at 59 filings, and one dwarfed the rest.
The other 58 were routine: ESOP allotments, final dividends and smaller NCDissues.
On the equity side, Neogen closed a ₹600 Cr QIP at ₹2,255 a share and Venus Pipes lined up a ₹372 Cr preferential issue


<ul>
<li>India's 178 big reservoirs are 70.7 percent full, a fifth less water than a year ago, with the South at just 54.5 percent.</li>
<li>Brent closed back above $100 on 9 September, 110 days after its March crossing and up about 65 percent since January.</li>
<li>BSE mainboard IPOs are near 62 by 8 September, matching the 2021 boom and chasing 2025's record of about 103.</li>
</ul>


India's 178 big reservoirs are 70.7 percent full, a fifth less water than a year ago, with the South at just 54.5 percent.
Brent closed back above $100 on 9 September, 110 days after its March crossing and up about 65 percent since January.
BSE mainboard IPOs are near 62 by 8 September, matching the 2021 boom and chasing 2025's record of about 103.


<ul>
<li>AED, CAD, GBP, EUR, CHF, USD; up to USD 3,000/transaction (notes)</li>
<li>No critical or major observations; plant ~30% of international business</li>
<li>Magnet winding wires; 28,800 MTPA; valid till 31 Aug 2027</li>
</ul>


AED, CAD, GBP, EUR, CHF, USD; up to USD 3,000/transaction (notes)
No critical or major observations; plant ~30% of international business
Magnet winding wires; 28,800 MTPA; valid till 31 Aug 2027
