SOMANYCERA.NSE News

Indian markets continued their downward trend on Thursday. Several companies saw significant news. BofA Securities invested in Kaynes Technologies. GAIL assured uninterrupted gas supply to Bengaluru. South Indian Bank launched EPF payment services. DCM Shriram approved renewable energy investment. TVS Motor launched a new electric scooter. Tata Steel moved court over a GST demand.

In this briefing: APAC Healthcare Weekly (January 11) – Hengrui, Hansoh, InSilico Medicine, Takeda, Hanmi Pharm Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (12 Jan 2025) Aequitas: Shiprocket Limited Pre-IPO Tearsheet Titan’s LGD Move: Expanding Diamond Adoption with BeYon Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD 1. APAC Healthcare Weekly (January 11) – Hengrui, Hansoh, InSilico Medicine, Takeda, Hanmi Pharm Jiangsu Hengrui received approval for its innovative drug Retlirafusp alfa Injection in China. Hansoh’s innovative drug Ameile got fifth indication expansion approval in China for NSCLC. InSilico Medicine entered multi-year R&D collaboration valued at $888M with Servier. Takeda Pharmaceutical filed NDA to the FDA seeking approval of rusfertide for the treatment of polycythemia vera. Hanmi Pharmaceutical will distribute and sell Teva’s migraine preventive treatment Ajovy in Korea. Dr. Reddy’s Laboratories has launched Hevaxin vaccine for the prevention of Hepatitis E virus infection in India. 2.

In this briefing: Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (12 Jan 2025) Aequitas: Shiprocket Limited Pre-IPO Tearsheet Titan’s LGD Move: Expanding Diamond Adoption with BeYon Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag 1. Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (12 Jan 2025) Context : This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities. Highlights: Currently ten pair trade opportunities persist across three markets and six sectors. Why read : Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs. 2. Aequitas: Shiprocket Limited Pre-IPO Tearsheet Shiprocket Ltd (1087190D IN) plans to raise around US$253m in its upcoming India IPO.

In this briefing: Aequitas: Ringpai Veterinary Hospital Pre-IPO Tearsheet Aequitas: Shiprocket Limited Pre-IPO Tearsheet Titan’s LGD Move: Expanding Diamond Adoption with BeYon Primer: Piotech (688072 CH) - Jan 2026 Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD 1. Aequitas: Ringpai Veterinary Hospital Pre-IPO Tearsheet Ringpai Veterinary Hospital Management (RPVH HK) plans to raise around US$500m in its upcoming Hong Kong IPO. The deal will be run by CICC. RVHM operates a leading network of pet hospitals across China, delivering high-quality veterinary care through clinical expertise, professional standards, and compassionate service across the full pet lifecycle. As of June 30, 2025, CIC reported RVHM as China’s second-largest pet healthcare provider, operating 548 hospitals nationwide, and the only large provider achieving net profit. 2. Aequitas: Shiprocket Limited Pre-IPO Tearsheet Shiprocket Ltd (1087190D IN) plans to raise around US$253m in its upcoming India IPO.

In this briefing: Aequitas: Shiprocket Limited Pre-IPO Tearsheet Titan’s LGD Move: Expanding Diamond Adoption with BeYon Primer: Piotech (688072 CH) - Jan 2026 Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag 1. Aequitas: Shiprocket Limited Pre-IPO Tearsheet Shiprocket Ltd (1087190D IN) plans to raise around US$253m in its upcoming India IPO. The deal will be run by Axis, BofA, JM Fin and Kotak. Shiprocket is a technology platform enabling small and medium businesses in India to sell online through their own websites, mobile apps, and social media channels efficiently. According to the Redseer report, Shiprocket was the largest new-age end-to-end horizontal e-commerce enablement platform in terms of revenue in FY25. 2. Titan’s LGD Move: Expanding Diamond Adoption with BeYon Titan delivered blockbuster jewellery performance despite a ~65% YoY surge in gold prices and launched beYon , its lab-grown diamond brand.

In this briefing: Aequitas: Shiprocket Limited Pre-IPO Tearsheet Titan’s LGD Move: Expanding Diamond Adoption with BeYon Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag Aptus Value Housing Finance India: Value Emerging, Upgrade to ADD 1. Aequitas: Shiprocket Limited Pre-IPO Tearsheet Shiprocket Ltd (1087190D IN) plans to raise around US$253m in its upcoming India IPO. The deal will be run by Axis, BofA, JM Fin and Kotak. Shiprocket is a technology platform enabling small and medium businesses in India to sell online through their own websites, mobile apps, and social media channels efficiently. According to the Redseer report, Shiprocket was the largest new-age end-to-end horizontal e-commerce enablement platform in terms of revenue in FY25. 2. Titan’s LGD Move: Expanding Diamond Adoption with BeYon Titan delivered blockbuster jewellery performance despite a ~65% YoY surge in gold prices and launched beYon , its lab-grown diamond brand.

In this briefing: Titan’s LGD Move: Expanding Diamond Adoption with BeYon Primer: Piotech (688072 CH) - Jan 2026 Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag Aptus Value Housing Finance India: Value Emerging, Upgrade to ADD 1. Titan’s LGD Move: Expanding Diamond Adoption with BeYon Titan delivered blockbuster jewellery performance despite a ~65% YoY surge in gold prices and launched beYon , its lab-grown diamond brand. Strong pricing power funds experimentation; LGDs expand diamond adoption among younger buyers without cannibalizing natural diamonds. BeYon adds long-term relevance and optionality while the core jewellery engine remains cash generative. 2. Primer: Piotech (688072 CH) - Jan 2026 Piotech is a key beneficiary of China's strategic push for semiconductor self-sufficiency, driving substantial revenue growth and market share gains within the domestic market. The company exhibits a robust growth profile, evidenced by a significant increase in revenue and net income over the past three years, supported by strong demand for its core deposition equipment.

In this briefing: Titan’s LGD Move: Expanding Diamond Adoption with BeYon Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag Aptus Value Housing Finance India: Value Emerging, Upgrade to ADD Q3FY26 - Consolidated Earnings Preview 1. Titan’s LGD Move: Expanding Diamond Adoption with BeYon Titan delivered blockbuster jewellery performance despite a ~65% YoY surge in gold prices and launched beYon , its lab-grown diamond brand. Strong pricing power funds experimentation; LGDs expand diamond adoption among younger buyers without cannibalizing natural diamonds. BeYon adds long-term relevance and optionality while the core jewellery engine remains cash generative. 2. Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD We attended Somany Ceramics' analyst meet, represented by Mr Abhishek Somany (MD and CEO), Mr Sailesh Kedawat (CFO), and Mr Ameya Somany (KMP – son of MD) Management indicated that demand is showing signs of recovery Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Primer: Piotech (688072 CH) - Jan 2026 Somany Ceramics: Recovery Building, Normalcy Distant. Maintain ADD Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag Aptus Value Housing Finance India: Value Emerging, Upgrade to ADD The Cuban Gold Rush? 1. Primer: Piotech (688072 CH) - Jan 2026 Piotech is a key beneficiary of China's strategic push for semiconductor self-sufficiency, driving substantial revenue growth and market share gains within the domestic market. The company exhibits a robust growth profile, evidenced by a significant increase in revenue and net income over the past three years, supported by strong demand for its core deposition equipment. Valuation appears stretched, with key multiples trading at a significant premium to global peers, reflecting high growth expectations but also posing a risk of de-rating if execution falters or market conditions change. This content is AI-generated and displayed for general informational purposes only.