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Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins Mubadala-backed investment and potential Gulf expansion are driving discussion, with traders viewing the sovereign funds involvement as a sign of institutional support and a possible step toward broader international growth. That optimism is tempered by frustration over the stocks weak, range-bound trading and speculation about buybacks and a future U.S. relisting, for which no timeline is established.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrows selloff is drawing attention amid investor frustration with repeated revenue and guidance misses, management execution, and uncertainty over VEVYEs ability to turn prescription growth into revenue. Long-term bulls still see potential in the expanding ophthalmology portfolio, but skeptics say the company needs to rebuild credibility with consistent results.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters Rev8 lidar is drawing attention as partners integrate it into autonomous applications, including wildfire-response drones, aerial mapping, and driverless orchard equipmentsupporting the communitys broader growth thesis around robotics and infrastructure sensing. Traders are bullish on expanding real-world use cases, but some remain frustrated by volatile trading and question how quickly deployments can scale.

Abivax SA engages in the sale, research, distribution, and development of biopharmaceutical products. It offers commercial and development products of anti-viral compounds and human vaccines. The commercialized products include vaccines for typhoid fever, meningococcus, and leptospirosis. The products under development include vaccines for chronic hepatitis B, ebola, and dengue virus. The company was founded by Philippe Pouletty on December 4, 2003 and is headquartered in Paris, France.

Abivax - ADR

Abivaxs sharp pullback and the absence of a confirmed takeover dominate discussion, with traders split between expecting a Big Pharma bid and viewing the stock as potentially stalled while the company advances obefazimod toward an ulcerative-colitis filing and Crohns data. A French filing reportedly showing Helikon increased its stake also drew attention, but takeover speculation remains unconfirmed.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons proposed $1 billion offering of zero-coupon convertible notes has fueled concern about potential dilution and contributed to a sharp selloff. Traders are split between viewing the financing as a shareholder risk and seeing it as low-cost growth capital, with the stocks volatile rebound drawing further attention.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

A DEA administrative-law pause in the broader cannabis rescheduling process, prompted by questions about federal review procedures, has driven debate and volatility in cannabis stocks. Traders disagree over whether the pause is a temporary procedural delay or a setback to Schedule III and related tax relief; some see Trulieves medical-cannabis exposure as cushioning the impact, while others note it sold off with the sector.

Injective is an interoperable Layer 1 blockchain designed for DeFi applications. It provides developers with on-chain financial infrastructure modules to build dApps such as decentralized exchanges, prediction markets, and lending protocols. Its decentralized cross-chain bridging infrastructure offers compatibility with most blockchains, including EVM chains like Ethereum and non-EVM chains like Solana.

Injective

Injectives RWA and institutional-finance expansionincluding tokenized assets and its SEC transfer-agent statusis drawing attention alongside discussion of buybacks and a proposed supply-squeeze change that could increase INJs deflation rate if approved. Bulls view these developments as support for a recovery, while skeptics point to the tokens prolonged weakness and question whether the adoption will translate into demand.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

A modest rebound in Chinese internet stocks has revived discussion of a possible oversold bounce and rotation into China tech, with traders pointing to support and bullish options activity. Others argue the ETF remains in a broader downtrend, citing China-market weakness, policy risks, and persistent underperformance; no single confirmed catalyst dominates.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares strong earnings and raised outlook, alongside optimism about its AI-agent and cybersecurity infrastructure, are supporting a momentum and new-highs conversation. Bulls point to growth potential and analyst optimism, while skeptics argue the valuation is stretched and warn of a pullback.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

Hyperliquids fee-funded token buybacks and burns are a key bullish theme, with traders also focused on HYPEs recent rally and tests of record highs. Sentiment is divided between dip-buyers expecting the uptrend to continue and traders warning of a pullback amid token-supply concerns.

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Gravita Indias Q1 FY27 results are driving discussion: revenue and profit grew, but traders are focused on the sharp year-over-year contraction in EBITDA margin and reports of a selloff as margin pressure overshadowed growth. Others point to capacity expansion and diversification into copper and battery recycling as longer-term positives, while technical views are mixed.

Brief India: JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong and more

In this briefing: JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY 1. JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid projects. The company added 5.2 GW over the past 12 months, comprising 3.1 GW RE and 2.1 GW thermal. This includes inorganic capacity additions of 1.5 GW in renewables and 1.8 GW in thermal. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Resilient Performance: V-Mart reported resilient performance in Q3FY26, with revenue growing 9.7% YoY and 39.6% QoQ to Rs 1,126 Cr.

Brief India: V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY and more

In this briefing: V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! 1. V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Resilient Performance: V-Mart reported resilient performance in Q3FY26, with revenue growing 9.7% YoY and 39.6% QoQ to Rs 1,126 Cr. The quarter saw a shift in sales due to a larger share of Durga Puja moving to Q2 in FY26 compared with the previous year. Same-store sales growth (SSSG) for V-Mart was flat, while Unlimited stores reported 2% growth, resulting in an overall flat SSSG. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! and more

In this briefing: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! 1. Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! NIMs to be Maintained at Current Levels; Upside Risk Exists: SLF’s 34bps NIM expansion was aided by improvement in CoF and lower excess liquidity. Furthermore, the company’s incremental CoF stands at 7.73% (without factoring in rating upgrade benefit) vs 8.12% QoQ and outstanding CoF of 8.69% (down 14bps QoQ) in Dec’25. Moreover, the company is yet to accrue benefits from the multiple credit ratings and expects a 30-40bps improvement in CoF in the following quarters.

Brief India: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact and more

In this briefing: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding 1. Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Business Vertical Outlook: Management expects a shift in vertical momentum heading into FY27, with Banking potentially reclaiming the top spot for growth among core verticals, while emerging verticals such as Healthcare and High-tech are projected to continue their rapid expansion. Deal Wins/Pipeline: Total order intake stood at $593 Mn during the quarter, with six large deals signed across North America, Europe, and APAC. The executable order book for the next 12 months rose 30.4% YoY to $1.72 Bn, reflecting strong revenue visibility. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY and more

In this briefing: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding India Fintech: Who Survives the PIDF Subsidy Cliff? 1. Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Volumes Constrained by Temporary Factors: Overall volumes recorded a marginal sequential uptick in Q3FY26. Plastics witnessed a sharp rebound, with volumes rising 55% QoQ to 3,162 tonnes. Lead volume growth was below expectations due to delays in capacity expansion. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable!

Gravita India Schedules One-on-One Investor Meeting in Jaipur

Gravita India Limited ( ($IN:GRAVITA) ) has issued an update. Gravita India Limited has announced that it will hold a one-on-one physical meeting w...

Gravita India Schedules Investor Meeting in Jaipur

The latest announcement is out from Gravita India Limited ( ($IN:GRAVITA) ). Gravita India Limited has announced a scheduled meeting with analysts ...

Brief India: Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup and more

In this briefing: Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup Thematic Report on PSB Consolidation 2.0: UBI-BoI Merger Signals India's Push for Global-Scale Banks Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup Near-term Impact on Growth Due to Policy Change: The disbursements in Q2 (+3/24% YoY/QoQ) were impacted by rain-related disruptions, alongside the company cautiously discontinuing disbursements in the sub-Rs 7 Lc segment from Jul’25 onwards. This decision reflects its strategic focus of moving up the customer pyramid and steering clear of the MFI-like customer segment and is not based on any asset quality challenges in the segment. While this decision has had an impact on disbursements in Q2, it enables Aptus to enhance borrower quality and strengthen long-term portfolio resilience.

Brief Growth Ideas: Exzeo Group, Inc. (XZO): Profitable HCI Spinoff Insurtech Drawing Interest from IPO Investors and more

In this briefing: Exzeo Group, Inc. (XZO): Profitable HCI Spinoff Insurtech Drawing Interest from IPO Investors Primer: Electra Battery Materials (ELBM CN) - Nov 2025 Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Exzeo Group, Inc. (XZO): Profitable HCI Spinoff Insurtech Drawing Interest from IPO Investors Exzeo Group (XZO US), a profitable spin-off from HCI Group, enters the market with exceptional financial discipline under CEO Paresh Patel. With $195 million in annual recurring revenue, 51.6% EBITDA margins, zero debt, and $75 million in free cash flow, Exzeo stands out as a combination of scale and profitability. Books are well oversubscribed heading into pricing, with a Thursday debut anticipated. However, Truist Securities’ role as lead left underwriter introduces some execution uncertainty given its limited IPO track record. 2. Primer: Electra Battery Materials (ELBM CN) - Nov 2025 Electra Battery Materials is strategically positioned to become a key player in the North American electric vehicle (EV) supply chain by establishing the continent's first cobalt sulfate refinery.

Brief Equities Bottom-Up: Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels and more

In this briefing: Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels Topline Flash Note: Oil & Gas Development (OGDC) - Corporate Briefing Key Takeaways Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels Beta Bionics Inc. has successfully completed its upsized US IPO in January and sold 13.8M shares at $17.00 per share, above the marketed price range. Maker of the first FDA-cleared insulin delivery device reported better than expected 3Q’25 results, including revenue of $27.3M and an adjusted EBITDA loss of ~$12M. While there is long term potential from interesting pipeline, I believe that the valuation is full, and I would wait a share pull-back before becoming more positive on the stock. 2. Topline Flash Note: Oil & Gas Development (OGDC) - Corporate Briefing Key Takeaways Oil and Gas Development Company (OGDC) held its Analyst Call today to discuss 1QFY26 financial results and future outlook.

Gravita India Ltd. engages in the recycling and manufacturing of lead, aluminum, plastics, and rubber products. It recycles lead battery scrap and lead concentrates to manufacture pure lead, lead alloys, red lead, lead oxide and other lead products. The company also manufactures aluminum alloys, recycled plastic products, and rubber products. The company was founded by Rajat Agrawal and Rajeev Surana on August 4, 1992 and is headquartered in Jaipur, India.

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