India Equity Strategy: Commodity pressure easing, margin expansion on the cards
Aggregate revenue/PAT grew by 19%/6% YoY across the HSIE coverage universe (~208 stocks), their three-year CAGR being 15%/15%
408 Views
Autos (Q2FY23 Results Preview): Margins likely to bottom out
However, all the segments have seen QoQ growth in volumes as all OEMs prepare for a pick-up in demand during the festive season
307 Views
Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...
521 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
399 Views
India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
534 Views