SEQUENT.NSESequent Scientific Ltd
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Brief India: Breaking the Range: EM Reclaims Attention in Global Portfolios and more
In this briefing: Breaking the Range: EM Reclaims Attention in Global Portfolios ICICI Pru AMC IPO Trading - Last of the Big Listing Sees Big Demand, SEBI Announces TER Changes India Insurance: Policy reforms continue The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story 1. Breaking the Range: EM Reclaims Attention in Global Portfolios EM allocations in Global funds have broken out of a multi-year range, reaching the highest level since 2019 as underweights narrow. The move is led by Taiwan, China & HK, and South Korea, with strong inflows and rising fund participation. Despite the shift, EM exposure remains shallow and concentrated, making higher allocations a clear point of differentiation. 2. ICICI Pru AMC IPO Trading - Last of the Big Listing Sees Big Demand, SEBI Announces TER Changes ICICI Prudential AMC raised around US$1.2bn in its upcoming India IPO. IPru AMC is an asset management company involved in managing mutual funds, providing portfolio management services, managing alternative investment funds, and providing advisory services to offshore clients.
cityfalcon.com·5mo ago
Brief India: Breaking the Range: EM Reclaims Attention in Global Portfolios and more
In this briefing: Breaking the Range: EM Reclaims Attention in Global Portfolios ICICI Pru AMC IPO Trading - Last of the Big Listing Sees Big Demand, SEBI Announces TER Changes India Insurance: Policy reforms continue The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story 1. Breaking the Range: EM Reclaims Attention in Global Portfolios EM allocations in Global funds have broken out of a multi-year range, reaching the highest level since 2019 as underweights narrow. The move is led by Taiwan, China & HK, and South Korea, with strong inflows and rising fund participation. Despite the shift, EM exposure remains shallow and concentrated, making higher allocations a clear point of differentiation. 2. ICICI Pru AMC IPO Trading - Last of the Big Listing Sees Big Demand, SEBI Announces TER Changes ICICI Prudential AMC raised around US$1.2bn in its upcoming India IPO. IPru AMC is an asset management company involved in managing mutual funds, providing portfolio management services, managing alternative investment funds, and providing advisory services to offshore clients.
cityfalcon.com·5mo ago
Brief India: India Insurance: Policy reforms continue and more
In this briefing: India Insurance: Policy reforms continue The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform Axis Bank: A Temporary Shock or A Structural Shift? 1. India Insurance: Policy reforms continue The lower house of the Indian Parliament passed the much awaited “Sabka Bima Sabki Raksha (amendment of Insurance laws) Bill, 2025” yesterday proposing significant changes as well as streamlining of a few provisions The key amendments include 1) 100% foreign direct investment (FDI) in insurance, 2) significant reduction in initial capital requirement for re-insurers, 3) merger between insurance and non-insurance entities, 4) increase in approval thresholds for stake sale in insurers, 5) empowering the insurance regulator to regulate distribution commission payouts, 6) operational flexibility for LICI, and 7) creation of reserve fund by LICI In our view, the newly inserted section 40 (2A) indicates no material changes to the existing payout structure for insurance intermediaries.
cityfalcon.com·5mo ago
Brief India: India Insurance: Policy reforms continue and more
In this briefing: India Insurance: Policy reforms continue The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform Axis Bank: A Temporary Shock or A Structural Shift? 1. India Insurance: Policy reforms continue The lower house of the Indian Parliament passed the much awaited “Sabka Bima Sabki Raksha (amendment of Insurance laws) Bill, 2025” yesterday proposing significant changes as well as streamlining of a few provisions The key amendments include 1) 100% foreign direct investment (FDI) in insurance, 2) significant reduction in initial capital requirement for re-insurers, 3) merger between insurance and non-insurance entities, 4) increase in approval thresholds for stake sale in insurers, 5) empowering the insurance regulator to regulate distribution commission payouts, 6) operational flexibility for LICI, and 7) creation of reserve fund by LICI In our view, the newly inserted section 40 (2A) indicates no material changes to the existing payout structure for insurance intermediaries.
cityfalcon.com·5mo ago
Brief Growth Ideas: Rio Tinto: Reorg Detail, New Guidance and more
In this briefing: Rio Tinto: Reorg Detail, New Guidance Primer: Nestle (NSRGY US) - Dec 2025 VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story 1. Rio Tinto: Reorg Detail, New Guidance The reorg will see H1/25 Minerals revenue decline to zero as items are reclassified to Iron Ore and Aluminum/Lithium and Iron/Titanium and Borates are under review Guidance for 2026 indicates a 4.3% and 2.6% yoy increase in iron ore and alumina output, respectively, but a -2.5% and -3.7% decline in bauxite and copper production Rio appears near fully valued, with -3.9% downside to our DCF and 4.5% upside to the consensus target, and we still see downside risk for iron ore and copper prices 2. Primer: Nestle (NSRGY US) - Dec 2025 Dominant Market Position and Brand Portfolio: Nestlé stands as the world's largest food and beverage company, boasting a diversified portfolio of iconic brands with strong consumer loyalty across various product categories and geographic regions.
cityfalcon.com·5mo ago
Brief Growth Ideas: Rio Tinto: Reorg Detail, New Guidance and more
In this briefing: Rio Tinto: Reorg Detail, New Guidance Primer: Nestle (NSRGY US) - Dec 2025 VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story 1. Rio Tinto: Reorg Detail, New Guidance The reorg will see H1/25 Minerals revenue decline to zero as items are reclassified to Iron Ore and Aluminum/Lithium and Iron/Titanium and Borates are under review Guidance for 2026 indicates a 4.3% and 2.6% yoy increase in iron ore and alumina output, respectively, but a -2.5% and -3.7% decline in bauxite and copper production Rio appears near fully valued, with -3.9% downside to our DCF and 4.5% upside to the consensus target, and we still see downside risk for iron ore and copper prices 2. Primer: Nestle (NSRGY US) - Dec 2025 Dominant Market Position and Brand Portfolio: Nestlé stands as the world's largest food and beverage company, boasting a diversified portfolio of iconic brands with strong consumer loyalty across various product categories and geographic regions.
cityfalcon.com·5mo ago
Brief Growth Ideas: Primer: Nestle (NSRGY US) - Dec 2025 and more
In this briefing: Primer: Nestle (NSRGY US) - Dec 2025 VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story VietNam Holding — Vietnam shaking off the tariff turmoil 1. Primer: Nestle (NSRGY US) - Dec 2025 Dominant Market Position and Brand Portfolio: Nestlé stands as the world's largest food and beverage company, boasting a diversified portfolio of iconic brands with strong consumer loyalty across various product categories and geographic regions. This extensive reach and brand recognition provide a significant competitive advantage and a resilient revenue base. Focus on Innovation and High-Growth Categories: The company is strategically pivoting towards high-growth areas such as nutrition, health, and wellness, alongside pet care and coffee. Significant investment in research and development is fueling innovation in plant-based products, sustainable packaging, and premium offerings to cater to evolving consumer preferences.
cityfalcon.com·5mo ago
Brief Growth Ideas: Primer: Nestle (NSRGY US) - Dec 2025 and more
In this briefing: Primer: Nestle (NSRGY US) - Dec 2025 VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside Chartered Insights: Indian Consumption~ A Decadal Story VietNam Holding — Vietnam shaking off the tariff turmoil 1. Primer: Nestle (NSRGY US) - Dec 2025 Dominant Market Position and Brand Portfolio: Nestlé stands as the world's largest food and beverage company, boasting a diversified portfolio of iconic brands with strong consumer loyalty across various product categories and geographic regions. This extensive reach and brand recognition provide a significant competitive advantage and a resilient revenue base. Focus on Innovation and High-Growth Categories: The company is strategically pivoting towards high-growth areas such as nutrition, health, and wellness, alongside pet care and coffee. Significant investment in research and development is fueling innovation in plant-based products, sustainable packaging, and premium offerings to cater to evolving consumer preferences.
cityfalcon.com·5mo ago
Brief Equities Bottom-Up: VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead and more
In this briefing: VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside VietNam Holding — Vietnam shaking off the tariff turmoil Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform 1. VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead VEON’s JazzCash in Pakistan and China’s Binance are exploring blockchain integration for remittances, merchant settlement, and stablecoin payment rails, with implementation contingent on regulatory approval. VEON’s Banglalink received Bangladesh Bank approval to operate as a payment service provider, enabling instant person-to-person transfers, remittance services, utility payments, merchant transactions, and salary disbursements. VEON can transfer its learnings from Pakistan to Bangladesh to create a new large fintech business that can be on par with the size of the Group’s Pakistan fintech business. 2.
cityfalcon.com·5mo ago
Brief Equities Bottom-Up: VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead and more
In this briefing: VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside VietNam Holding — Vietnam shaking off the tariff turmoil Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform 1. VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead VEON’s JazzCash in Pakistan and China’s Binance are exploring blockchain integration for remittances, merchant settlement, and stablecoin payment rails, with implementation contingent on regulatory approval. VEON’s Banglalink received Bangladesh Bank approval to operate as a payment service provider, enabling instant person-to-person transfers, remittance services, utility payments, merchant transactions, and salary disbursements. VEON can transfer its learnings from Pakistan to Bangladesh to create a new large fintech business that can be on par with the size of the Group’s Pakistan fintech business. 2.
cityfalcon.com·5mo ago
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