WELENT.NSEWelspun Enterprises Ltd.

Welspun Enterprises Limited has secured a Rs 7,300 crore highway project in Maharashtra, receiving a Letter of Award dated April 29, 2026. The Pune–Shirur corridor project spans 53.40 km under a 29-year DBFOT concession. The deal lifts the company’s order book to approximately Rs 18,755 crore, strengthening its transportation portfolio while maintaining diversified exposure.

Welspun Enterprises has secured a significant office space deal in Pune's Hinjewadi IT hub. The company leased over 4.5 lakh square feet of office space. This transaction marks one of the larger office deals in Pune this year. The lease agreement is for five years. Hinjewadi continues to be a prime location for businesses seeking expansion.

Welspun Enterprises has secured a significant office space deal in Pune's Hinjewadi IT hub. The company leased over 4.5 lakh square feet of office space. This transaction marks one of the larger office deals in Pune this year. The lease agreement is for five years. Hinjewadi continues to be a prime location for businesses seeking expansion.

In this briefing: Lucror Analytics - Morning Views Asia Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India 1. Lucror Analytics - Morning Views Asia UST yields jumped 6-9 bps across the curve yesterday, as the market pared rate-cut expectations on inflation concerns (despite the inline February CPI data), and following soft demand for a 10Y note auction. Fed-dated OIS are now pricing in 30 bps of rate cuts for the rest of 2026 (vs. 44 bps as of last Friday). The UST curve bear steepened, with the yield on the 2Y UST rising 6 bps to 3.65%, while that on the 10Y UST was up 7 bps at 4.23%. 2. Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing We are two weeks shy of a year since ENN Energy (2688 HK) first announced a cash/scrip Offer from ENN Natural Gas (600803 CH) (ENN-NG) its largest shareholder. The pushback, from the onset, was that the majority of the "Consideration" was in scrip into newly-listed ENN-NG H-shares.

In this briefing: Lucror Analytics - Morning Views Asia Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India 1. Lucror Analytics - Morning Views Asia UST yields jumped 6-9 bps across the curve yesterday, as the market pared rate-cut expectations on inflation concerns (despite the inline February CPI data), and following soft demand for a 10Y note auction. Fed-dated OIS are now pricing in 30 bps of rate cuts for the rest of 2026 (vs. 44 bps as of last Friday). The UST curve bear steepened, with the yield on the 2Y UST rising 6 bps to 3.65%, while that on the 10Y UST was up 7 bps at 4.23%. 2. Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing We are two weeks shy of a year since ENN Energy (2688 HK) first announced a cash/scrip Offer from ENN Natural Gas (600803 CH) (ENN-NG) its largest shareholder. The pushback, from the onset, was that the majority of the "Consideration" was in scrip into newly-listed ENN-NG H-shares.

In this briefing: Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India Eyath S.a - March 4, 2026 1. Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing We are two weeks shy of a year since ENN Energy (2688 HK) first announced a cash/scrip Offer from ENN Natural Gas (600803 CH) (ENN-NG) its largest shareholder. The pushback, from the onset, was that the majority of the "Consideration" was in scrip into newly-listed ENN-NG H-shares. Pre-Con approvals now received from SAFE, NDRC, and MoC. CSRC, the listing watchdog, has yet to sign off. The Scheme Doc dispatch has thrice been delayed, now due ~30th April. 2. Primer: Infratil (IFT AU) - Mar 2026 Infratil is strategically positioned to capitalize on major global trends, with a significant portion of its portfolio invested in high-growth digital infrastructure and renewable energy sectors.

In this briefing: Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India Eyath S.a - March 4, 2026 1. Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing We are two weeks shy of a year since ENN Energy (2688 HK) first announced a cash/scrip Offer from ENN Natural Gas (600803 CH) (ENN-NG) its largest shareholder. The pushback, from the onset, was that the majority of the "Consideration" was in scrip into newly-listed ENN-NG H-shares. Pre-Con approvals now received from SAFE, NDRC, and MoC. CSRC, the listing watchdog, has yet to sign off. The Scheme Doc dispatch has thrice been delayed, now due ~30th April. 2. Primer: Infratil (IFT AU) - Mar 2026 Infratil is strategically positioned to capitalize on major global trends, with a significant portion of its portfolio invested in high-growth digital infrastructure and renewable energy sectors.

In this briefing: Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India Eyath S.a - March 4, 2026 Merger Arb Mondays (09 Mar) - ENN, Dongfeng, Skyworth, Qoria, Bluescope, Toyota Ind, Sankei 1. Primer: Infratil (IFT AU) - Mar 2026 Infratil is strategically positioned to capitalize on major global trends, with a significant portion of its portfolio invested in high-growth digital infrastructure and renewable energy sectors. The company's primary growth engine is CDC Data Centres, which is experiencing soaring demand driven by AI and cloud services and is on track to double its FY25 earnings by FY27. While demonstrating strong revenue and operating earnings growth, Infratil faces risks from high capital expenditure requirements, potential regulatory changes in key markets, and earnings volatility due to asset revaluations. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Primer: Infratil (IFT AU) - Mar 2026 Power Points Not All Megawatts Are Equal—March 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India Eyath S.a - March 4, 2026 Merger Arb Mondays (09 Mar) - ENN, Dongfeng, Skyworth, Qoria, Bluescope, Toyota Ind, Sankei 1. Primer: Infratil (IFT AU) - Mar 2026 Infratil is strategically positioned to capitalize on major global trends, with a significant portion of its portfolio invested in high-growth digital infrastructure and renewable energy sectors. The company's primary growth engine is CDC Data Centres, which is experiencing soaring demand driven by AI and cloud services and is on track to double its FY25 earnings by FY27. While demonstrating strong revenue and operating earnings growth, Infratil faces risks from high capital expenditure requirements, potential regulatory changes in key markets, and earnings volatility due to asset revaluations. This content is AI-generated and displayed for general informational purposes only.