Index Rebalance & ETF Flow Recap: JPXNK400, Kenedix, Positioning - India, Japan, Korea
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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India - Positioning on Some Interesting Names
Quite a few Indian stocks have jumped in price recently and the increased market cap will put them on active investors radars and could get the...
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Channel Insight #31 - Building Products (RM Supplier, Manufacturer, Retailer, Dealer)
Continuing our focus on building products, for this Insight, we speak to RM supplier, a manufacturer, retailers and dealers to understand the...
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Channel Insight #30 - Kajaria, Indigo Paints, Finolex Pipes
We speak to channels of Kajaria Ceramics (KJC IN) , Indigo Paints (INDIGOPN IN) & Finolex Industries (FNXP IN) to understand the current operating...
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Time Technoplast - 2QFY19 – Crude Shock in 2QFY19, Profitability to Revive in 2HFY19E
Time Technoplast (TIME IN) missed our estimates for 2QFY19. Lower volume growth and higher raw material costs impacted the TIME performance. The...
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