05 /Research Inbox

Flags with an owner.

Generated from the active release and reference data. Nothing here is a recommendation.

open items

Changed claims

4 items

changebajaj-auto: not in the August top-30 (previously 1.6%)
May still be held below rank 30 or exited. Needs the PMS sheet to resolve; do not describe as a sale.
Operations
changevarun-beverages: not in the August top-30 (previously 1%)
May still be held below rank 30 or exited. Needs the PMS sheet to resolve; do not describe as a sale.
Operations
changeMedplus Health Services: entered the top-30 at rank 27
New disclosed position. Confirm an approved thesis exists before external use.
Research
changeIndo-MIM: entered the top-30 at rank 30
New disclosed position. Confirm an approved thesis exists before external use.
Research

Results & catalysts

resultsResults calendar: next-quarter dates not available
Earnings dates need a licensed corporate-events feed. Latest reported quarter in fundamentals is Jun-26 for most names.
Data steward

Data freshness

dataReference prices as of 29 Sept 2026, unlicensed
Yahoo Finance reference series for internal review only; refresh from Data & Publishing; replace with a licensed provider before client display.
Data steward
dataPer-name weights dated 31 Jul 2026, not August
Upload the PMS sheet or a holdings CSV with the next release to align weights with ranks.
Operations

NoteItems regenerate from the active release each request, so they cannot be silently dismissed; resolving one means changing the input.