India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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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...
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India: GST's Impact on 1QFY18 Corporate Performance
1QFY18 impact in the run up to GST implementation Consumer electrical leader Havells India Ltd (HAVL IN) saw single digit revenue growth and sharp...
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India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
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Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
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