Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul class=""><li>Naturally healthy beverages recorded current value growth of 19% in 2017 to reach INR39.1 billion.</li><li>Ayurveda-based beverages drove category growth as consumer preferences changed.</li><li>NH superfruit nectars (25-99% juice) was the most dynamic category in 2017 with current value growth of 24%.</li><li>The average unit price of NH beverages rose by 14% in 2017.</li><li>Tata Global Beverages Ltd remained the leading player in naturally healthy beverages in 2017 with a value share of 12%.</li><li>Naturally healthy beverages are expected to record a value CAGR of 13% at constant 2017 prices over the forecast period to reach INR71.5 billion by 2022.</li></ul>

Naturally healthy beverages recorded current value growth of 19% in 2017 to reach INR39.1 billion.Ayurveda-based beverages drove category growth as consumer preferences changed.NH superfruit nectars (25-99% juice) was the most dynamic category in 2017 with current value growth of 24%.The average unit price of NH beverages rose by 14% in 2017.Tata Global Beverages Ltd remained the leading player in naturally healthy beverages in 2017 with a value share of 12%.Naturally healthy beverages are expected to record a value CAGR of 13% at constant 2017 prices over the forecast period to reach INR71.5 billion by 2022.

Sector Capsule: Naturally Healthy Beverages in India

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Equity Bottom-Up

We recently wrote a detailed note on <a href="https://www.smartkarma.com/entities/327" target="_blank" data-smartkarma-citation="entities:327:1">ITC Ltd (ITC IN)</a> , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player (for more details click <a href="https://www.smartkarma.com/insights/itc-ltd-it-s-lots-more-than-a-mere-puff" target="_blank">here</a>). The company released its Q4 FY18 and FY18 financial results. While sales grew at 4.5% primarily driven by the FMCG and Education/stationary segment, PAT grew by 5.3% YoY in FY18. We analyze the result.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/053/427/original/Capture.PNG?1527229913" class="editor-image img-responsive" data-smartkarma-image-id="53427"></figure><h2>Cigarette</h2><ul class=""><li>The cigarette segment continued to show poor performance due to a steep escalation of tax under the new GST…</li></ul>

We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player (for more details click here). The company released its Q4 FY18 and FY18 financial results. While sales grew at 4.5% primarily driven by the FMCG and Education/stationary segment, PAT grew by 5.3% YoY in FY18. We analyze the result.CigaretteThe cigarette segment continued to show poor performance due to a steep escalation of tax under the new GST…

India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think <a href="https://www.smartkarma.com/entities/2391" target="_blank" data-smartkarma-citation="entities:2391:1">Hero Motocorp Ltd (HMCL IN)</a>, <a href="https://www.smartkarma.com/entities/242" target="_blank" data-smartkarma-citation="entities:242:1">Dabur India Ltd (DABUR IN)</a> and <a href="https://www.smartkarma.com/entities/12089" target="_blank" data-smartkarma-citation="entities:12089:1">Dhanuka Agritech Ltd (DAGRI IN)</a> are among more interesting names.

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think Hero Motocorp Ltd (HMCL IN), Dabur India Ltd (DABUR IN) and Dhanuka Agritech Ltd (DAGRI IN) are among more interesting names.

India: Three Stocks to Play the Rural Theme

<h2>Law of Gravity: Royal Enfield and <a href="https://www.smartkarma.com/entities/18316" target="_blank" data-smartkarma-citation="entities:18316:1">Eicher Motors Ltd (EIM IN)</a>
</h2>In our previous insight on this (<a href="https://www.smartkarma.com/insights/india-royal-enfield-sir-isaac-newton-and-the-future-of-maruti-suzuki-ltd" target="_blank" data-smartkarma-citation="insights:17232">India: Royal Enfield, Sir Isaac Newton and the Future of Maruti Suzuki Ltd</a>), we had spoken about how Royal Enfield (RE) motor cycles' sales growth is still very good but not as fast as it was earlier. RE which is a premium brand of <a href="https://www.smartkarma.com/entities/18316" target="_blank" data-smartkarma-citation="entities:18316:1">Eicher Motors Ltd (EIM IN)</a> and its key stock driver is seeing some slow down now vs. the growth rates earlier.Now, Royal Enfield’s sales growth is settling down at around…

Law of Gravity: Royal Enfield and Eicher Motors Ltd (EIM IN)
In our previous insight on this (India: Royal Enfield, Sir Isaac Newton and the Future of Maruti Suzuki Ltd), we had spoken about how Royal Enfield (RE) motor cycles' sales growth is still very good but not as fast as it was earlier. RE which is a premium brand of Eicher Motors Ltd (EIM IN) and its key stock driver is seeing some slow down now vs. the growth rates earlier.Now, Royal Enfield’s sales growth is settling down at around…

India: Toothpaste, Law of Gravity and the Future of Maruti Suzuki Ltd - Part 2

India

Hindustan Unilever Limited manufactures and distributes consumer products. The Company offers soap, detergent, personal care products and processed food, ice creams, cooking oils, and other related products. Hindustan Unilever serves customers worldwide.

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Hindustan Unilever (HUVR IN)

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Sector Capsule: Naturally Healthy Beverages in India

Naturally healthy beverages recorded current value growth of 19% in 2017 to reach INR39.1 billion. Ayurveda-based beverages drove category growth...

Euromonitor International Ltd.

ITC Ltd- FY18 Results Update

We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player...

Das Capital Management and Advisors

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

India: Toothpaste, Law of Gravity and the Future of Maruti Suzuki Ltd - Part 2

Law of Gravity: Royal Enfield and Eicher Motors Ltd (EIM IN) In our previous insight on this (India: Royal Enfield, Sir Isaac Newton and the Future...

Pankaj Sharma

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