Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
684 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
292 Views
Aequitas: Juniper Green Energy IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Juniper Green Energy is looking to raise about US$187m in its downsized India IPO. In this note, we talk about the RHP updates and implied...
180 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
271 Views
Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
339 Views