Sudarshan Bhandari

2 weeks ago | smartkarma.com | Sudarshan Bhandari |Vinod Nedumudy |Rahul Jain |Leandro Gubler

In today’s briefing: The Beat Ideas: Chambal Fertilisers – From Urea Giant to Agri-Solutions Powerhouse FY 2025 Marks Shrinking Margins For Indian Tire Majors India Steel Monitor – May 2025: Prices Fall, Demand Weak, Outlook Diverges EM Spreads – Weekly News & Views [US Crude Oil Options Weekly 2025/23] WTI Rebounded on Supply Risks and Trade Optimism RYAM US: Specialty Margins Shine Under New Reporting Structure Despite Period Headwinds [US Nat Gas Options Weekly 2025/23] Henry Hub Surged on...

1 month ago | smartkarma.com | Mark Jolley |Michael Fritzell |Sudarshan Bhandari |Nicolas Baratte

In today’s briefing:Gensol Engineering Scandal: Our AI System Saw This ComingAnicom (8715 JP)Seasonal Play: FDC Ltd- Electral’s Summer Surge and Expanding into Growing CategoriesSDA: SunCar reports 2024 financial and operating results which showed strong revenue and adjusted EBITDA growth. The company continues to secure multiple business agreements and partnerships.

2 months ago | smartkarma.com | David Blennerhassett |Sudarshan Bhandari |Leonard Law |Michael Fritzell

In today’s briefing:StubWorld: Swire Is “Rich” To Cathay; And Cathay “Cheap” To Air ChinaAsia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living. The Beat Ideas: Samhi Hotels, A Strategic Play on India’s Premium HotelsLucror Analytics – Morning Views AsiaKina Securities Meeting (KSL AU): A Papua New Guinea Commercial Bank. Asia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living.

2 months ago | smartkarma.com | Sudarshan Bhandari |Rosita Fernandes |Jesus Aguilar |Jesús Aguilar

In today’s briefing:#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale#2 Leadership Bytes(08-Apr-25)IndiQube Spaces Pre-IPO – Capacity Has Been Expanding, Though Margins Remain UnstableClosing the Spread: Banking on AnimaAsia Real Estate Tracker (10-Apr-2025): Goodman investing $722M in Sydney data centre#2 Leadership Bytes(08-Apr-25) Bank of Maharashtra (BOMH IN) , Samvardhana Motherson International Ltd (MOTHERSO IN) and Cyient Ltd (CYL IN) .

Feb 18, 2025 | smartkarma.com | Brian Freitas |Sudarshan Bhandari |Jesus Aguilar |Jesús Aguilar

In today’s briefing:Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingEFC India Limited Q3 Update: Driving Growth Through Design and Build VerticalsAsia Real Estate Tracker (18-Feb-2025): ADIA, Hines sell Shanghai Trophy Tower for $1.5BArvind SmartSpaces Limited Q3 Update: Leveraging Market Trends for Future Revenue PotentialUniCredit’s Banco BPM Takeover: A Deal on the Brink? Volta Finance Limited (VTAS): 2024 experience bodes well for 2025Clip Money, Inc.