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TCNS Clothing (TCNSBR IN)
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29
Analysis
Consumer Discretionary
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India
TCNS Clothing Co. Limited retails women's apparels. The Company offers kurtas, tops, dress, gilet, pants, palazzo, culottes, trousers, skirts, churidars, stole, drapes, scarf, neckpiece, brooch, and tights. TCNS Clothing serves customers in India.
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bullish
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Sai Silk Kalamandir
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18 Sep 2023 13:49
Sai Silks Kalamandir IPO - Not Particularly Exciting but Is Relatively Cheap
Sai Silk Kalamandir (SSKL IN) is looking to raise about US$145m in its India IPO. In this note, we look at the company's past performance and talk...
Sumeet Singh
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266 Views
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bullish
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Vedant Fashions
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18 May 2023 12:14
Vedant Fashion OFS - Well Flagged and Recent Earnings Momentum Has Been Decent
Vedant Fashions (MANYAVAR IN)' Promoter is looking to raise US$239m via trimming a 7% stake in the firm. The selldown here is to meet the minimum...
Clarence Chu
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333 Views
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bearish
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Thematic (Sector/Industry)
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15 Apr 2023 00:05
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Broker
Consumer Discretionary - Discretionary Peak Most Certainly Behind Us
Demand peak in discretionary categories seems to be behind us: Our discretionary universe is expected to grow by ~19% YoY (revenue) in Q4FY23 (four...
HDFC Securities
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398 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2023 05:25
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Broker
HSIE Results Daily: ONGC, Bata India, Prestige Estates, Radico Khaitan
We maintain our BUY recommendation on ONGC with a target price of INR 170, based on (1) an increase in crude price realisation and (2) an...
HDFC Securities
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322 Views
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bullish
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Thematic (Sector/Industry)
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21 Jan 2023 09:12
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Broker
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)
HDFC Securities
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414 Views
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