Kansai Paint Placement - Hardly an Outstanding First Offering Since Listing
Kansai Paint's shareholders aim to raise around US$291m via a secondary follow-on offering. This is a large deal to digest, at 34 days of three...
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Berger Paints (BRGR IN) / Pidilite Industries (PIDI IN) | Fundamental Factors Back the Signal
Berger Paints India (BRGR IN) / Pidilite Industries (PIDI IN) are exposed to similar customers but different demand dynamics offering an...
259 Views
HSIE Results Daily: Berger Paints, Voltas, Aditya Birla Fashion and Retail, Kansai Nerolac
Berger Paints: BRGR delivered an in-line top-line (5.6% YoY three-year CAGR: 17% INR27bn) whose three-year CAGR was at par with APNT’s
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Asian Paints (APNT IN) | Masking Growth Concerns
We believe that the volumes for Asian Paints are slower than what has been reported. Increasing competition could also challenge Asian Paint's...
337 Views
Consumer Discretionary - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
416 Views