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Brief India: LG Electronics India IPO - Thoughts on Valuation - Better Placed This Time Around and more
In this briefing: LG Electronics India IPO - Thoughts on Valuation - Better Placed This Time Around EM Fixed Income: Is better growth worse for EM? NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy Tata Motors (TTMT IN) Demerger: Interesting Index Implications 1. LG Electronics India IPO - Thoughts on Valuation - Better Placed This Time Around LG Electronics (066570 KS) is looking to raise US$1.3bn via part-selling its stake in LG Electronics India . LG Electronics India (LGEI) was the market leader in India in major home appliances and consumer electronics (excluding mobile phones) in terms of volume, as per Redseer Report. We have looked at the companys past performance and undertaken a peer comparison in our previous note. In this note, we talk about valuations. 2. EM Fixed Income: Is better growth worse for EM? Recent data has shown better-than-expected growth globally, leading to a shift in the macro landscape.
cityfalcon.com·1d ago
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Brief India: EM Fixed Income: Is better growth worse for EM? and more
In this briefing: EM Fixed Income: Is better growth worse for EM? NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy Tata Motors (TTMT IN) Demerger: Interesting Index Implications LG Electronics India IPO: Leading Player Priced at a Steep Discount ? 1. EM Fixed Income: Is better growth worse for EM? Recent data has shown better-than-expected growth globally, leading to a shift in the macro landscape. The US economy has shown signs of weakness, particularly in the labor market, but overall growth forecasts have been revised upwards. Emerging markets have maintained a positive bias, with inflows steadily coming in, but there are concerns about potential vulnerability in EM currencies and local rates markets if the US growth environment remains strong. This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2.
cityfalcon.com·1d ago
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Brief India: NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal and more
In this briefing: NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy Tata Motors (TTMT IN) Demerger: Interesting Index Implications LG Electronics India IPO: Leading Player Priced at a Steep Discount ? LG Electronics India IPO: Attractive Upside 1. NIFTY Index Earning Revision (Sep): Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on Adani Enterprises, State Bank of India, Hero MotoCorp, Eternal, InterGlobe Aviation, IndusInd Bank, Max Healthcare Institute, Interglobe Aviation, State Bank Of India, Max Healthcare Institute. 2. The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy Kalyan is aggressively expanding its non-South presence and scaling its omni-channel platform, Candere , driven by an asset-light, franchisee-owned, company-operated (FOCO) model.
cityfalcon.com·1d ago
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Hero MotoCorp shares in focus after reporting 8% YoY growth in September sales
Hero MotoCorp shares: Hero MotoCorp reported an 8% YoY sales rise in September 2025, dispatching 6,87,220 units versus 6,37,050 last year. The company also became the first Indian manufacturer to cross 125 million cumulative two-wheeler production. VAHAN registrations grew 19% YoY to 3,23,230 units, signaling strong festive season demand momentum.
cityfalcon.com·4d ago
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Sensex, Nifty Poised For Quiet Start; Pfizer, Lupin, Tata Motors, RateGain, Newgen, RITES On Stock Watchlist
After eight days of losses, markets may see a cautious start as the RBI policy decision takes center stage. Stock-specific action is expected in pharma, auto, and PSU banking counters.
Stocktwits·6d ago
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Hero Destini 110 Launched in India: 9 Key highlights of neo-retro scooter you should know
Hero Destini 110 Launched in India: Motorcycle and scooter manufacturer Hero MotoCorp on Tuesday, September 23, unveiled the all-new Destini 110 in India. Here are the 9 key highlights of the neo-retro scooter that you need to know
cityfalcon.com·14d ago

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