ITC Ltd (ITC IN) | A Good Place to Hide
ITC's inelastic core cigarette portfolio, a renewed focus on FMCG, and limited scope for de-rating make it an interesting place to hide in the...
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India Channel Insight #35 | ITC, Britannia, Nestle India, Dabur, Marico
This channel insight shares key takeaways from speaking to channels across north India that are associated with ITC, Britannia, Nestle India,...
501 Views
Sampoerna (HMSP): Losing From Higher Excise Tax
The unsatisfactory 1H 2020 operating numbers that stemmed from lower revenue growth and higher excise taxes reduce operating cash flow, prompting...
492 Views
COVID-19 : Intermediate Respite for Some Businesses
The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...
547 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
551 Views