Wilmar: China Listing at ~20x Might Prove Too Optimistic.
INVESTMENT VIEW:Â Management sounded confident that they could list its China operations at ~20x PER and unlock value in Wilmar International (WIL...
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Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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U.S. Vital Signs: Actionable Stocks
Key Points: The Staples Sector is leadership and many names are staging price and RS reversals. REIT’s are breaking above bases and are showing RS...
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U.S. Vital Signs - Actionable Charts of the Day
Today's key points: Property & Casualty Insurance names are staging price and RS reversal and/or breakouts. Airlines are staging price and SR...
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Sector Capsule: Breakfast Cereals in India
Breakfast cereals value sales rise by 20% in current terms in 2017 to reach INR24.5 billion Flavoured breakfast cereals are becoming popular among...
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