AGM Diaries | Nestle India - Recent Underperformance Offers an Entry Point
Our takeaways from attending Nestle India (NEST IN) 's virtual AGM reaffirms our bullish stance on the stock. We believe Nestle is one of the few...
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Unlock 1 Ill-Effects: Boon for the Consumer Discretionary?
The previous insight related to our Covid-19 coverage, Covid-19: Dull Economic Package, Lock-Down 4.0 Consequences highlighted that the economy is...
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Alternative Data | India Consumer - Tracking Recovery if and when It Comes
We are pleased to introduce a monthly data tracker that collects information from various regular and alternative sources. The objective of this...
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Hindustan Unilever Placement - As Expected, Doing It Right
In my insight earlier this week, Hindustan Unilever Prospective Placement - Early Look - The US$3.6bn Overhang, I wrote about how GlaxoSmithKline...
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Hindustan Unilever Prospective Placement - Early Look - The US$3.6bn Overhang
GlaxoSmithKline PLC (GSK LN) owns about 5.7% of Hindustan Unilever (HUVR IN), through shares that it recently received upon the completion of...
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