India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai
We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...
410 Views
Dixon Tech IPO Review - Strong Anchor Investors with Inexpensive Valuation (Very Very Relatively)
Dixon Technologies India Ltd (3201208Z IN) is raising approximately US$94m in its upcoming IPO with a mix of primary shares issue and secondary...
336 Views
India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
349 Views
Crompton Consumer and Havells: Contrasting Strategies and Implications on Growth
Crompton Greaves Consumer Electricals (CROMPTON IN) defends margins at the expense of growth Havells India Ltd (HAVL IN) defends growth at the...
344 Views
India Consumer Electrical: Key Takeaways from 4QFY17 Results
Crompton chooses to defend margins while competitors chase growth Crompton claims it grew in line with end consumption; it claims competitors...
283 Views