India has mandated that private companies issue securities in dematerialised form, increasing transparency and facilitating hassle-free transactions, but also allowing shares to be freely transferable, potentially posing a challenge for companies to track public shareholding and ensure compatibility with their vision.
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Fine Organic Industries is well-positioned to capitalize on growing demand for sustainable alternatives in global oleochemicals market, valued at USD37.9b in CY23 and projected to reach USD65.4b by CY30, through strategic investments in R&D & capacity expansion. However, capacity constraints & land acquisition challenges may delay new capacity buildup, leading to Sell rating with a TP of INR4,095.
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Shares of India's largest private sector lender HDFC Bank, which has been testing investor patience for the last few years, may attract $1.8 billion inflows as global index services provider MSCI may increase its weightage. HDFC Bank's September shareholding pattern shows that the FII headroom remains safely above 20%.
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