An announcement from Dynamatic Technologies Limited ( ($IN:DYNAMATECH) ) is now available. Dynamatic Technologies Limited, a Bengaluru-based aerosp...

In this briefing: LG Electronics (LGEINDIA IN): Global Index Inclusion Post-IPO Indian Economy - November 8, 2025 Initiating Coverage: Elecon Engg.Co Exencial Industry Tidings 28/11/2025 The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace 1. LG Electronics (LGEINDIA IN): Global Index Inclusion Post-IPO LG Electronics (LGEINDIA IN) went public on 14 October 2025 on NSE and has a current market cap of over $12bn. Inclusion in Global All-World is expected in June 2026 as it passes eligibility and thresholds. Earliest possible inclusion in Global Standard is February 2026; however, it is currently estimated to fail the float cap threshold. 2. Indian Economy - November 8, 2025 India’s economic growth outlook remains strong with projected real GDP growth rates of 6.65%, 6.16% and 6.41% for the years 2025 through 2027. Prices rose in the first 2 quarters of 2025, as CPI QoQ growth rates were -1.83% and 0.33% in Q1 and Q2 of 2025. Labor market displays resilience, with unemployment rate well below 5%, throughout 2024. 3.

In this briefing: Indian Economy - November 8, 2025 Initiating Coverage: Elecon Engg.Co Exencial Industry Tidings 28/11/2025 The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace Asian Equities: India's Nifty Is at All-Time High, These Quality Stocks Are Not. 1. Indian Economy - November 8, 2025 India’s economic growth outlook remains strong with projected real GDP growth rates of 6.65%, 6.16% and 6.41% for the years 2025 through 2027. Prices rose in the first 2 quarters of 2025, as CPI QoQ growth rates were -1.83% and 0.33% in Q1 and Q2 of 2025. Labor market displays resilience, with unemployment rate well below 5%, throughout 2024. 2. Initiating Coverage: Elecon Engg.Co We are initiating coverage on Elecon Engineering Company Ltd. (Elecon). Established in 1951 and headquartered in Gujarat, Elecon is a leading Indian manufacturer of industrial gear systems and material handling equipment. As Asia’s largest gear manufacturer, it caters to critical sectors including power, steel, cement, and mining.

In this briefing: Exencial Industry Tidings 28/11/2025 The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace Asian Equities: India's Nifty Is at All-Time High, These Quality Stocks Are Not. Tata Capital (TATACAP IN): Partial Global Index Inclusion Post-IPO Dalmia Bharat: Volume Growth to Gain Pace. Maintain BUY 1. Exencial Industry Tidings 28/11/2025 113 mills in Uttar Pradesh crush 103.5 million quintals of sugarcane Textile processing industry's sales grow by 6.1% in September 2025 quarter Plastic tubes, pipes, fittings & sheets industry's sales grow by 6.4% in September 2025 quarter 2. The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace The structural shift in Dynamatic Technologies’ revenue mix is accelerating, with the high-margin Aerospace segment now contributing 82% of consolidated EBITDA in FY25, underpinned by major new contract industrialization. The premium valuation is justified by its annuity-like, high-barrier sole-supplier status for the Airbus A320 family and significant new program wins (Airbus A220 doors), providing a multi-decade visibility .

In this briefing: Reclaims Global Limited: Grounded for Growth Lyft Expands Into Europe’s Weak Ride-Hailing Market—Will It Take Over? GFL Environmental Surges Ahead in Canada—The Growth Story No One Saw Coming! Joby Aviation Takes Off in Dubai—Could This Global Power Move Redefine Urban Air Mobility? The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace 1. Reclaims Global Limited: Grounded for Growth Reclaims Global Limited (“Reclaims”) is an integrated construction services provider specialising in excavation, construction and demolition (“C&D”) waste recycling, and logistics/equipment leasing. Since 2009, the Group has built an established operating track record supported by a sizeable in- house fleet and an end-to-end model covering demolition, deep excavation, material recovery, and transport. FY2025 marked a strong recovery, revenue almost doubled to S$44.4 million, with net profit almost tripling to S$5.6 million on higher excavation volumes and improved fleet utilisation. 2.

In this briefing: Lyft Expands Into Europe’s Weak Ride-Hailing Market—Will It Take Over? GFL Environmental Surges Ahead in Canada—The Growth Story No One Saw Coming! Joby Aviation Takes Off in Dubai—Could This Global Power Move Redefine Urban Air Mobility? The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace IDC [BUY +36.9%] - Large Strategic Land Bank to Drive IP Land Sales Rebound - Update 1. Lyft Expands Into Europe’s Weak Ride-Hailing Market—Will It Take Over? Lyft's Q3 2025 performance reflects a mixed bag of positive developments and ongoing challenges as it navigates the competitive rideshare landscape. On the upside, Lyft reported a record quarter with significant increases in operational metrics. Active Riders grew by 18% year-over-year, gross bookings saw a 16% increase, and Adjusted EBITDA rose by 29%. 2. GFL Environmental Surges Ahead in Canada—The Growth Story No One Saw Coming! GFL Environmental Inc. delivered an impressive third-quarter performance in 2025, demonstrating both strong revenue growth and record-high adjusted EBITDA margins.

In this briefing: Joby Aviation Takes Off in Dubai—Could This Global Power Move Redefine Urban Air Mobility? The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace IDC [BUY +36.9%] - Large Strategic Land Bank to Drive IP Land Sales Rebound - Update bpost SA - What's News in Amsterdam Vp plc - Brandon Hire Station repositioned for profitability 1. Joby Aviation Takes Off in Dubai—Could This Global Power Move Redefine Urban Air Mobility? Joby Aviation's third-quarter 2025 earnings call highlighted several key developments and financial outcomes for the company. From a neutral perspective, Joby Aviation presented significant progress, accomplishments, and challenges that shape an investment thesis surrounding the potential and hurdles in the eVTOL (electric vertical take-off and landing) industry. A significant positive from the earnings call is Joby Aviation's advancements in their aircraft certification process. 2. The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace The structural shift in Dynamatic Technologies’ revenue mix is accelerating, with the high-margin Aerospace segment now contributing 82% of consolidated EBITDA in FY25, underpinned by major new contract industrialization.

In this briefing: Primer: Soleno Therapeutics (SLNO US) - Nov 2025 Tencent/Netease: Zero Approval in November Despite Game Approvals at New High Superbank Pre-IPO: Strong Partnerships With Inflection Into Profitability Primer: Fenix Resources (FEX AU) - Nov 2025 The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace 1. Primer: Soleno Therapeutics (SLNO US) - Nov 2025 Soleno Therapeutics has achieved a major milestone with the recent FDA approval of its lead drug, VYKAT™ XR (diazoxide choline extended-release tablets), for the treatment of hyperphagia (excessive hunger) in patients with Prader-Willi Syndrome (PWS). This marks the first approved therapy specifically for this debilitating symptom of the rare genetic disorder, representing a significant commercial opportunity. The company is now transitioning to a commercial-stage entity, with the U.S. launch of VYKAT™ XR expected to commence in April 2025. This pivotal shift from a clinical-stage to a revenue-generating company is a key inflection point for Soleno.

In this briefing: Primer: Soleno Therapeutics (SLNO US) - Nov 2025 Tencent/Netease: Zero Approval in November Despite Game Approvals at New High Primer: Fenix Resources (FEX AU) - Nov 2025 Dydo Drinco Inc (2590 JP): Q3 FY01/26 flash update The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace 1. Primer: Soleno Therapeutics (SLNO US) - Nov 2025 Soleno Therapeutics has achieved a major milestone with the recent FDA approval of its lead drug, VYKAT™ XR (diazoxide choline extended-release tablets), for the treatment of hyperphagia (excessive hunger) in patients with Prader-Willi Syndrome (PWS). This marks the first approved therapy specifically for this debilitating symptom of the rare genetic disorder, representing a significant commercial opportunity. The company is now transitioning to a commercial-stage entity, with the U.S. launch of VYKAT™ XR expected to commence in April 2025. This pivotal shift from a clinical-stage to a revenue-generating company is a key inflection point for Soleno.