HSIE Results Daily: Titan, Avenue Supermarts
Profitability took a back seat as elevated gold prices, softened demand and high competitive intensity arm-twisted Titan to increase promotional...
301 Views
Consumer Discretionary - Soft Quarter, Green Shoots Visible in Value Fashion
Our discretionary universe is expected to grow by ~13.1% YoY in Q4FY24 (ex-jewellery: ~12%). Q4 is likely to be the last quarter contending with a...
338 Views
Valuation of Indices: All Indices and Most Sectors in the Overheated Zone
Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...
434 Views
HSIE Results Daily: Titan, Astral, Aditya Birla Capital, IRB Infra
Festive purchases resulted in double-digit buyer growth in jewellery, moderation was seen after Nov-23 though Consolidated EBITDAM contracted 55...
548 Views
Festive temperature check: Festive mood sombre
We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories
585 Views