A curve ahead. Connecting macro shifts, business fundamentals and market opportunities. SEBI-registered Research Analyst | INH000018407

Mumbai
Joined February 2025
Front Wave Research retweeted
#VINCOFE: BOARD APPROVES RAISING UP TO RS 325 CR VIA QIP OR OTHER PERMISSIBLE MODES BORROWING LIMIT ENHANCED TO RS 1,000 CR FROM RS 500 CR Source: Company Filings
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Front Wave Research retweeted
At the Taj Mahal Palace Hotel, I laid a wreath honoring the victims of the horrific November 26, 2008 terrorist attacks, including six American citizens. We remember those lost, honor the courage of those who responded, and reaffirm the enduring U.S.-India partnership and our shared commitment to combating terrorism.
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Front Wave Research retweeted
Thank you, @CMOMaharashtra, for hosting @SecRubio at the iconic Gateway of India. With 500+ American companies operating in Maharashtra and deep investment ties, I look forward to building on this legacy to expand trade, attract investment, and create new opportunities for our people.
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Front Wave Research retweeted
A leading candidate for France’s Presidency is proposing that France cancel its debt.
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Accident stock for Wednesday🚩 Bajaj Finance Q2 GNPA 1.33% vs 0.96% QOQ NNPA 0.53% vs 0.39% QOQ Time for Reverse compounding??
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Front Wave Research retweeted
Please stop this Gurmeet. Do not position India as an "anti tech, anti progress, anti innovation in the world" trade. In any case, AI is not stopping whether the stocks related with AI do well or not. We have other things we can do- do not make it a single factor issue.
Now when AI trade is unwinding , India is still underperforming… After AI, we are blaming liquidity given by domestic investors. We will blame everything except excess taxes… Markets sooner or later will humble us more …
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Front Wave Research retweeted
JUST IN: 🇮🇳 Indian stocks post their Best weekly performance against Global markets in 8 years
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Front Wave Research retweeted
#CHINA: Q3 GDP GROWTH ACCELERATES TO 4.5%, BEATS EXPECTATIONS JAN-SEP GROWTH AT 4.6%, WITHIN GOVT ANNUAL TARGET OF 4.5%-5.0% Source: Business Standard
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Front Wave Research retweeted
zerohedge
@zerohedgeOct 19
China's soaring exports and imports: all price, as volumes collapse
zerohedge
@zerohedgeOct 19
CHINA 3Q GDP GROWS 4.5% Y/Y; EST. +4.4% *CHINA SEPT. RETAIL SALES RISE 1.1% Y/Y; EST. +0.5% *CHINA SEPT. INDUSTRIAL OUTPUT RISES 5.5% Y/Y; EST. +5.5% *CHINA JAN.-SEPT. FIXED INVESTMENT FALLS 7.2% Y/Y; EST. -7.3%
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Front Wave Research retweeted
#KARURVYSYA: Q2 CALL: FY NIM GUIDANCE REVISED TO 4%+ VS 3.7-3.8 EARLIER; Q2 NIM 4.26% ADVANCES RS 1,11,589 CR, UP 7% QOQ; DEPOSITS RS 1,28,123 CR, UP 5% QOQ FULL-YEAR ROA SEEN ABOVE 2% Source: Company Filings
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Front Wave Research retweeted
#JIOPLATFORMS: RHP SHOWS FY26 REVENUE FROM OPERATIONS AT RS 1,46,885 CR VS RS 1,09,558 CR IN FY24; PAT RS 30,064 CR FY26 EBITDA RS 73,382 CR; MARGIN 50% Q1FY27 ARPU RS 215.6; CUSTOMERS 533 MN Source: Mint
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Front Wave Research retweeted
#YESBANK: Q2 SL NET PROFIT RS 108,000 LAKH VS RS 65,447 LAKH (YOY) AUDITORS ISSUE QUALIFIED OPINION; RS 8,415 CR AT-1 BOND SUPREME COURT IMPACT NOT RECOGNISED IN RESULTS PROFORMA Q2 LOSS OF RS 5,217 CR IF RECOGNISED Source: Company Filings
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Front Wave Research retweeted
#ICICIBANK: Q2FY27 NIM AT 4.18% VS ADJUSTED 4.28% IN Q1FY27; SAYS FULL IMPACT OF FCNR(B) DEPOSITS AND OTHER FACTORS TO REFLECT IN Q3, MARGINS SEEN IMPROVING AFTER THAT DEPOSITS EXCLUDING FCNR(B) UP 17% YOY; LOANS UP 30% YOY Source: Company Filings
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Front Wave Research retweeted
Insane to think that ICICI Bank on this base has reported 30%+ YOY loan book growth
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Front Wave Research retweeted
#E2E: Q2 SL NET PROFIT RS 7,270.69 LAKH VS LOSS OF RS 1,346.08 LAKH (YOY) Q2 SL REVENUE RS 22,376.43 LAKH VS RS 4,380.49 LAKH (YOY) Source: Company Filings
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Front Wave Research retweeted
#DLF: Q2 CONS NET PROFIT RS 1,301.35 CR VS RS 1,180.09 CR (YOY) Q2 CONS REVENUE RS 1,260.58 CR VS RS 1,643.04 CR (YOY) Q2 OTHER INCOME RS 1,036.72 CR Source: Company Filings
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Front Wave Research retweeted
#RESULTS: AXIS BANK, ICICI BANK, HDFC BANK AND YES BANK AMONG COMPANIES DECLARING Q2 RESULTS TODAY, OCTOBER 17 CENTRAL BANK OF INDIA, IDBI BANK AND PUNJAB & SIND BANK ALSO REPORT OTHERS INCLUDE BAJAJ HEALTHCARE, INDIA CEMENTS AND ROSSARI BIOTECH Source: Goodreturns
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Front Wave Research retweeted
#REFEXRENEW: BOARD APPROVES PREFERENTIAL ISSUE OF UP TO 4,50,000 SHARES AT RS 360 EACH TO NORTH STAR OPPORTUNITIES FUND VCC; UP TO RS 16.20 CR TO SEEK SHAREHOLDER NOD TO RAISE BORROWING LIMIT TO RS 450 CR FROM RS 300 CR Source: Company Filings
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Front Wave Research retweeted
#CULTFIT: SEBI ISSUES FINAL OBSERVATIONS ON FITNESS PLATFORM'S IPO ON OCTOBER 12, CLEARING IT TO LAUNCH IPO HAS FRESH ISSUE OF UP TO RS 950 CR AND OFS OF UP TO 17.86 CR SHARES PRICE BAND AND ISSUE DATES NOT YET ANNOUNCED Source: Indian Startup News
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Front Wave Research retweeted
#SEBI: PROPOSES CUTTING SME IPO MINIMUM APPLICATION TO RS 1 LAKH FROM RS 2 LAKH MINIMUM OF FOUR LOTS, EACH WORTH AT LEAST RS 25,000 PROPOSES RAISING MINIMUM ALLOTTEES TO 500 FROM 200 Source: BusinessLine
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