WELCORP.NSE News
Brief India: Primer: Nexus Select Trust (NST IN) - Apr 2026 and more
In this briefing: Primer: Nexus Select Trust (NST IN) - Apr 2026 How Korea Turned a Trade Deal Into a Cash Extraction Machine? Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! How the Iran War Disrupted India’s Summer Drinks Supply? Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. Primer: Nexus Select Trust (NST IN) - Apr 2026 India's First Pure-Play Retail REIT: Nexus Select Trust is the first publicly listed Real Estate Investment Trust in India with a focus on retail assets, offering investors a unique opportunity to participate in the country's consumption growth story. Portfolio of Grade-A Assets: The Trust owns a robust portfolio of 17 Grade-A urban consumption centers across 14 major cities, complemented by two hotel assets and three office assets, ensuring a diversified and high-quality revenue stream. Strong Financial Performance and Occupancy: Nexus Select Trust has demonstrated consistent growth in Net Operating Income (NOI) and maintains a high portfolio occupancy rate of over 97%, indicating strong operational efficiency and tenant demand.
cityfalcon.com
Brief India: Primer: Nexus Select Trust (NST IN) - Apr 2026 and more
In this briefing: Primer: Nexus Select Trust (NST IN) - Apr 2026 How Korea Turned a Trade Deal Into a Cash Extraction Machine? Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! How the Iran War Disrupted India’s Summer Drinks Supply? Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. Primer: Nexus Select Trust (NST IN) - Apr 2026 India's First Pure-Play Retail REIT: Nexus Select Trust is the first publicly listed Real Estate Investment Trust in India with a focus on retail assets, offering investors a unique opportunity to participate in the country's consumption growth story. Portfolio of Grade-A Assets: The Trust owns a robust portfolio of 17 Grade-A urban consumption centers across 14 major cities, complemented by two hotel assets and three office assets, ensuring a diversified and high-quality revenue stream. Strong Financial Performance and Occupancy: Nexus Select Trust has demonstrated consistent growth in Net Operating Income (NOI) and maintains a high portfolio occupancy rate of over 97%, indicating strong operational efficiency and tenant demand.
cityfalcon.com
Brief India: How Korea Turned a Trade Deal Into a Cash Extraction Machine? and more
In this briefing: How Korea Turned a Trade Deal Into a Cash Extraction Machine? Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! How the Iran War Disrupted India’s Summer Drinks Supply? Welspun Corp: From Pipes to Powering Global Infrastructure Growth Exencial Industry Tidings - 28-04-2026 1. How Korea Turned a Trade Deal Into a Cash Extraction Machine? India's $15.2 billion trade deficit with South Korea, triple the 2010 level is now a formal negotiating flashpoint as CEPA renegotiations restart following PM Modi's April 2026 summit with President. Korean chaebols executed a legally clean but strategically aggressive playbook: zero-duty imports, record pre-IPO dividends, royalty hikes, and all-OFS listings. India's capital markets funded Seoul's balance sheet. CEPA 2.0 demands are substantive: local content mandates, services reciprocity, pharma access but translating them into a binding deal before 2026-27 target date requires Govt to match Korean negotiating precision. 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future!
cityfalcon.com
Brief Growth Ideas: India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption and more
In this briefing: India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. India’s Synthetic Rubber Sector Transitions from Structural Balance to Price-Led Disruption Highlights Production and consumption grow 5.2% during April–December period Imports rise to 323,985 tonnes, reflecting continued external reliance DGTR recommends anti-dumping duties, citing sustained injury in E-SBR 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor. Domestic cells will carry a minimum 15% price premium over Chinese imports near-term , but ARE&M's Rs 10,000 crore commitment and dual-chemistry approach position it as India's most advanced cell play.
cityfalcon.com
Brief Equities Bottom-Up: BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT and more
In this briefing: BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth 1. BBW: Snapping the Store: Pets, Pokémon, Lower Discounting Key; Reiterate Buy, PT We are reiterating our Buy rating, projections and $65 price target for Build-A-Bear Workshop after visiting stores in Connecticut and Long Island. We believe the company is once again focusing on key drivers that differentiate the brand, from a material upgrade in the company’s Promise Pets offerings, re-launching Pokémon Eeveelutions and expanding into Wal-Mart. Further, April saw the company pull back on the BOGO offerings we have seen in 2026, raising the BOGO price to $20 (from $15). 2. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor.
cityfalcon.com
Brief Growth Ideas: Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! and more
In this briefing: Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 Primer: NTT Data Corp (9613 JP) - Apr 2026 Welspun Corp: From Pipes to Powering Global Infrastructure Growth Primer: Entergy Corp (ETR US) - Apr 2026 1. Amara Raja: From Lead-Acid Legacy to Lithium-Ion Future! Amara Raja Energy & Mobility has confirmed bulk lithium-ion cell production will begin in FY27 , with initial 2 GWh NMC capacity at its Mahbubnagar Giga Corridor. Domestic cells will carry a minimum 15% price premium over Chinese imports near-term , but ARE&M's Rs 10,000 crore commitment and dual-chemistry approach position it as India's most advanced cell play. Scale economics, not technology, will determine winner-takes-most. The 8-10 GWh threshold for cost parity deserves close monitoring as a key inflection for the stock. 2. Primer: VanEck Oil Services ETF ( OIH US) - Apr 2026 The VanEck Oil Services ETF (OIH) offers targeted exposure to the largest and most liquid U.S.-listed companies in the oil services sector.
cityfalcon.com