Research notes

The note lists KOTAKBANK under long build-up in the market monitor section.

The note lists MANKIND under long build-up in the market monitor section.

The report states Meta is considering raising up to $95 billion through equity offerings to finance AI infrastructure expansion.

The report states Noel Tata has renewed demands for recordings of a Tata Sons board meeting and questioned disclosures around N. Chandrasekaran's reappointment.

The report states Honda Motorcycle & Scooter India scrapped plans for a ₹600 crore dedicated electric two-wheeler plant in Karnataka.

The report states Swiggy Instamart's shift to inventory ownership could improve contribution margins by about 80 basis points but may not eliminate losses due to working-capital needs.

The report states Baillie Gifford cut its valuation of Dailyhunt parent VerSe Innovation to about $576 million, nearly 90% below its 2022 peak.

The report states SpaceX agreed to a $40 billion financing arrangement with an Apollo Global Management affiliate to acquire and lease AI chips.

The report states BPCL plans to reduce Russian crude purchases in November as West Asian crude grades become more competitive.

The report states Microsoft introduced a voluntary exit programme for eligible employees at level 70 and below in India and other countries amid its AI push.

The report states Cognizant signed a five-year, $100–150 million deal with the European Bank for Reconstruction and Development for technology transformation services.

The report states Tata Communications plans to invest $400–450 million in a 10,000-km AI-ready fibre network over three to five years.

The report states Bucketlistt raised ₹7.6 crore in seed funding led by Kairon Capital to expand into Manali and Bir.

The report states InMobi-backed Glance secured a strategic investment from L Catterton to support its AI-powered shopping platform and US expansion.

The report states YC-backed BioStack raised $9.5 million in seed funding led by Peak XV, DCVC and Afore Capital.

The report states Anthropic disclosed its IPO filing showing revenue of $11.6 billion and a widened net loss of $6.6 billion in the June quarter.

The report notes SFC Environmental Technologies' IPO of ₹667.53 crore, with a price band of ₹313–₹330, closes October 29, 2026.

The report states Jio Platforms paid investment bankers ₹196 crore in fees for its ₹30,213 crore IPO, equivalent to 0.65% of the issue size, lower than other large Indian IPOs.

The report notes Maxwell Engineering Solutions' IPO of ₹57.64 crore fresh issue opens October 30 and closes November 3, 2026 with a price band of ₹150–₹158.

The report notes Johnsoncab Electricals' IPO of ₹56.02 crore fresh issue opens October 30 and closes November 3, 2026 with a price band of ₹190–₹200.

The report notes Vectras Enprocon's IPO of ₹53.05 crore opens October 30 and closes November 3, 2026 with a price band of ₹99–₹105.

The report notes HGS (India)'s IPO of ₹34.56 crore opens October 30 and closes November 3, 2026 with a price band of ₹114–₹120.

The report notes the company received NCLT approval for a composite scheme merging three wholly owned subsidiaries into the parent, effective April 1, 2024.

The report states Ather Energy turned net profitable in Q2FY27 with revenue up 63% YoY to Rs 1,464.24 crore and approved fresh capex of Rs 122 crore.

The report notes Q2FY27 consolidated revenue jumped 35% YoY to a record Rs 1,547 crore, driven by a 129% YoY surge in BEV revenue.