Research notes

The report states HSBC India may join Apple Pay by FY27-end while other banks negotiate terms with Apple.

The report states Anthropic's proposed $1.5-trillion IPO valuation faces investor concerns amid AI stock volatility and US midterm opposition to data-centre projects.

The report states Waterways Leisure Tourism topped the losers among Samvat 2082 IPOs with an 89.07% decline.

The report states ESDS gained 160.02% among Samvat 2082 IPO performers.

The report states KSH International gained 161.75% among Samvat 2082 IPO performers.

The report states Omnitech Engineering led Samvat 2082 IPO performers with 166.16% gains.

The report states MakeMyTrip acquired a majority stake in Quick Ride for an undisclosed amount to enter the shared mobility and ride-pooling segment.

The report states GIVA raised ₹975 crore in a funding round led by Multiples Alternate Asset Management to expand manufacturing and retail operations.

The report notes Datasoft Computer Services filed its DRHP for an IPO comprising a fresh issue of up to 52.48 lakh shares and an OFS of up to 16 lakh shares by the promoter.

The report says IL JIN Electronics' DRHP specifies a ₹2,500-crore fresh issue IPO without disclosing share numbers, with a possible ₹500-crore pre-IPO placement reducing the issue size.

The report states Hindustan Coca-Cola Beverages filed its DRHP for an entirely offer-for-sale IPO of up to 9.98 crore shares, targeting a 2027 listing and a reported $10-billion valuation.

The report notes Encube Ethicals received SEBI approval for a ₹3,000-crore IPO entirely via offer for sale, with no proceeds going to the company.

The report states Oracle plans to raise $20 billion through bonds and share sales to finance AI and cloud infrastructure expansion.

The report notes Marvell Technology agreed to acquire Lumentum for $11.5 billion in an all-stock deal.

The report states Anthropic's third-quarter net loss narrowed to $23.29 billion as revenue rose to $16.96 billion ahead of its anticipated IPO.

The report notes IndiGo urged authorities to reduce airport charges and taxes amid rising fuel costs, while pursuing long-haul expansion with 60 Airbus A350 aircraft.

The report states the US FDA approved Dr. Reddy's India-made generic lenacapavir, a twice-yearly HIV prevention injection.

The report notes Razorpay received a final Payment Service Provider licence from IFSCA to operate from GIFT City.

The report states Reliance Industries surged 12%, lifting the Sensex 1.66% on stronger earnings and falling crude prices.

The report notes Coal India filed a DRHP for South Eastern Coalfields' proposed IPO involving a 10% offer for sale of 66.81 crore shares, with proceeds going to Coal India.

The report states Afϐle 3i will acquire Israeli advertising technology firm Perion Network for approximately $420 million in an all-cash deal.

The report states Gulf Oil Lubricants plans to re-enter the US and Mexican markets in 2027 and is exploring acquisitions, targeting a potential global listing within three to five years.

The report notes Coal India recorded its highest-ever monthly coal supply of 70.3 million tonnes in October, up 19% year-on-year.

The report states Dixon Technologies faces near-term margin pressure from higher memory prices and mobile production costs, despite strong revenue growth and market-share gains.

The report notes Muthoot Finance's Stage-3 gold loan assets rose to 3.87% in September from 2.25% a year earlier, driven by short-tenure loans and monthly EMIs.