UNIECOM.NSE

Unicommerce eSolutions Ltd.

In this briefing: Tower Semiconductor’s SiPho & SiGe Expansion: 5x Capacity Surge—But Will Demand Keep Pace? AI Is No Longer Optional—How It Is Redefining Accenture's Market & Client Spend! Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Backstory on Hynix’s ADR Issuance Structure: Staged Buyback Still Needed for Additional 3% Atlassian (TEAM US): Fast-Exit Potential from Nasdaq100 in April 2026 1. Tower Semiconductor’s SiPho & SiGe Expansion: 5x Capacity Surge—But Will Demand Keep Pace? Tower Semiconductor demonstrated revenue growth and margin improvement in the fourth quarter and full year of 2025, driven largely by expansion in its silicon photonics (SiPho) and silicon germanium (SiGe) platforms. For Q4 2025, the company posted revenue of $440 million, marking an 11% sequential increase and a 14% rise year-over-year, while full-year revenue reached $1.566 billion, representing a 9% increase compared to 2024. Net profit improved significantly, with Q4 net income at $80 million (18% net margin), up from 11% in Q1 2025, reflecting technology mix enrichment favoring higher-margin offerings. 2.

In this briefing: AI Is No Longer Optional—How It Is Redefining Accenture's Market & Client Spend! Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Backstory on Hynix’s ADR Issuance Structure: Staged Buyback Still Needed for Additional 3% Atlassian (TEAM US): Fast-Exit Potential from Nasdaq100 in April 2026 AAC Tech (2018 HK) - Auto/Thermal/Edge AI and Margin Recovery to Drive Earnings Growth in 2026-27E 1. AI Is No Longer Optional—How It Is Redefining Accenture's Market & Client Spend! Accenture plc reported solid financial results for its second quarter of fiscal 2026, demonstrating broad-based revenue growth and record bookings amid ongoing investments in AI and strategic acquisitions. The company recorded revenues of $18 billion, representing a 4% growth in local currency and 8% in U.S. dollars, with consulting revenue increasing 3% locally and managed services growing 5%. New bookings hit a quarterly record of $22.1 billion, reflecting a 1% increase in local currency. 2. Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Unicommerce is India's largest e-commerce enablement SaaS platform in the transaction processing layer, positioning it as a key beneficiary of the country's rapidly growing e-commerce market.

In this briefing: Aequitas: Hangzhou Diagens Biotechnology IPO - Aggressive Pricing Leaves No Room For Error Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 Aequitas: Capitaland Ascendas REIT Placement - Logistics and Data Center Acquisition; DPU Accretive From Gas to Coal: The Hidden Hedge in Energy Markets Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 1. Aequitas: Hangzhou Diagens Biotechnology IPO - Aggressive Pricing Leaves No Room For Error Hangzhou Diagens Biotechnology (HDB HK) is looking to raise US$114m in its Hong Kong IPO. Hangzhou Diagens Biotechnology (HDB) is a medical device company focused on developing medical imaging products and services. In this note, we talk about past performances and valuations. 2. Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 The iShares MSCI Singapore ETF (EWS) offers targeted exposure to the Singaporean equity market, which is heavily weighted towards the financials, industrials, and real estate sectors. Singapore's economy has demonstrated resilience, with moderate GDP growth projected for the coming years.

In this briefing: Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 Shortlist of High Conviction Philippines Equity Ideas - March 2026 Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Primer: Busy Ming Group (1768 HK) - Mar 2026 Premier Investments Counts On Smiggle Refresh 1. Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 The iShares MSCI Singapore ETF (EWS) offers targeted exposure to the Singaporean equity market, which is heavily weighted towards the financials, industrials, and real estate sectors. Singapore's economy has demonstrated resilience, with moderate GDP growth projected for the coming years. However, it remains susceptible to global trade tensions and geopolitical risks, particularly given its reliance on international trade. The ETF has a high concentration in its top holdings, with the top three constituents accounting for a significant portion of the portfolio. This concentration risk is a key consideration for investors. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 Aequitas: Capitaland Ascendas REIT Placement - Logistics and Data Center Acquisition; DPU Accretive From Gas to Coal: The Hidden Hedge in Energy Markets Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Digital Edge DC: Building Out Across Asia Pacific (Initiation) 1. Primer: iShares MSCI Singapore ETF ( EWS US) - Mar 2026 The iShares MSCI Singapore ETF (EWS) offers targeted exposure to the Singaporean equity market, which is heavily weighted towards the financials, industrials, and real estate sectors. Singapore's economy has demonstrated resilience, with moderate GDP growth projected for the coming years. However, it remains susceptible to global trade tensions and geopolitical risks, particularly given its reliance on international trade. The ETF has a high concentration in its top holdings, with the top three constituents accounting for a significant portion of the portfolio. This concentration risk is a key consideration for investors.

In this briefing: Aequitas: Capitaland Ascendas REIT Placement - Logistics and Data Center Acquisition; DPU Accretive From Gas to Coal: The Hidden Hedge in Energy Markets Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Digital Edge DC: Building Out Across Asia Pacific (Initiation) Oil futures: Brent sub-$100/b after Trump calls off threats against Iran 1. Aequitas: Capitaland Ascendas REIT Placement - Logistics and Data Center Acquisition; DPU Accretive CapitaLand Ascendas REIT (CLAR SP) is looking to raise up to US$700m via a share placement and preferential offering, to acquire properties in Singapore, Spain, Japan and the US. Shareholders will also be eligible for an additional preferential offering with record date on 1 April In this note, we comment on the deal dynamics and run the deal through our ECM framework. 2. From Gas to Coal: The Hidden Hedge in Energy Markets Global LNG prices are rising into 2025–26, driven by ~60% YoY US gas price surge and Qatar supply disruptions , briefly triggering real-time gas-to-coal switching dynamics.

In this briefing: Why India's Mutual Funds Are Selling Bonds at a Record Pace? From Gas to Coal: The Hidden Hedge in Energy Markets Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings 1. Why India's Mutual Funds Are Selling Bonds at a Record Pace? Indian mutual funds sold a record Rs. 35,600 crore of government bonds in March 2026, smashing the previous monthly high set just two months ago. An Iran war-driven oil shock killed rate-cut hopes, while a supply glut from record government borrowing made holding long-duration bonds a losing trade. Until oil stabilises and the RBI signals fresh rate cuts, fund managers will keep rotating into short-duration corporate bonds and away from government paper. 2. From Gas to Coal: The Hidden Hedge in Energy Markets Global LNG prices are rising into 2025–26, driven by ~60% YoY US gas price surge and Qatar supply disruptions , briefly triggering real-time gas-to-coal switching dynamics.

In this briefing: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings India's Rating Agencies: The Only Toll Booth on the Road to a $10 Trillion Economy PICK OF THE WEEK: APL Apollo Tubes Ltd - 21st March, 2026 1. Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Since the beginning of the Iran War, the MSCI Asia ex Japan index has declined 12%. But remarkably, consensus EPS estimate for Asia ex Japan has increased 1.42%. The earnings upgrades are led by Korea, Indonesia, Taiwan and China. Technology, energy, process industries and basic materials figure prominently among the top 20 sectors with upgrades. Consumer services and retail figure prominently among the sectors with largest downgrades. Analysts seem complacent about disruption to tech hardware, process industries and basic materials from energy and input shortages. 2.

In this briefing: Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings India's Rating Agencies: The Only Toll Booth on the Road to a $10 Trillion Economy PICK OF THE WEEK: APL Apollo Tubes Ltd - 21st March, 2026 Chemical Sector Update: Middle East Disruption Triggers Cost Shock for Indian Chemical Sector 1. Primer: Unicommerce eSolutions (UNIECOM IN) - Mar 2026 Unicommerce is India's largest e-commerce enablement SaaS platform in the transaction processing layer, positioning it as a key beneficiary of the country's rapidly growing e-commerce market. The company exhibits a strong financial profile, characterized by robust revenue growth, significant margin expansion, and consistent positive cash flow generation, underscoring the scalability and profitability of its business model. Growth strategy is focused on international expansion into markets like the Middle East and Southeast Asia, moving upmarket to larger enterprise clients, and broadening its product suite through both in-house development and strategic acquisitions.