Investor with primary focus on consumer sector

Vaibhav Saharan

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/1342" target="_blank" data-smartkarma-citation="entities:1342:1">Beauty Community Pcl (BEAUTY TB)</a>'s stock bore the brunt of rumours around unsafe chemicals used in its products and fell 10% on Friday. This follows the 10% fall upon reporting underwhelming 1Q results earlier in the month, largely on lines of the last <a href="https://www.smartkarma.com/insights/beauty-community-booking-profits-with-the-founder" target="_blank">note</a> posted. The stock's down 25% this month and down 20% since the last sell note. At THB17.3/share, Beauty now trades 8% below the institutional <a href="https://www.smartkarma.com/insights/beauty-community-booking-profits-with-the-founder" target="_blank">placement</a> price in March. The company has refuted the rumours and is scheduled to hold a conference…

Beauty Community Pcl (BEAUTY TB)'s stock bore the brunt of rumours around unsafe chemicals used in its products and fell 10% on Friday. This follows the 10% fall upon reporting underwhelming 1Q results earlier in the month, largely on lines of the last note posted. The stock's down 25% this month and down 20% since the last sell note. At THB17.3/share, Beauty now trades 8% below the institutional placement price in March. The company has refuted the rumours and is scheduled to hold a conference…

Beauty Community: Blemished by Quality Rumours After Slower 1Q

India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

Thematic (Sector/Industry)

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think <a href="https://www.smartkarma.com/entities/2391" target="_blank" data-smartkarma-citation="entities:2391:1">Hero Motocorp Ltd (HMCL IN)</a>, <a href="https://www.smartkarma.com/entities/242" target="_blank" data-smartkarma-citation="entities:242:1">Dabur India Ltd (DABUR IN)</a> and <a href="https://www.smartkarma.com/entities/12089" target="_blank" data-smartkarma-citation="entities:12089:1">Dhanuka Agritech Ltd (DAGRI IN)</a> are among more interesting names.

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think Hero Motocorp Ltd (HMCL IN), Dabur India Ltd (DABUR IN) and Dhanuka Agritech Ltd (DAGRI IN) are among more interesting names.

India: Three Stocks to Play the Rural Theme

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs. MSCI EM), we see these trends continuing well into 2018.  Elsewhere, Russia is on the cusp of a breakout. The Philippines is breaking out. And Korea, a market that broke out earlier this year from a 6-year base, is a buy on weakness.  Today’s report includes a complete summary of our EM views as well as a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs. MSCI EM), we see these trends continuing well into 2018.  Elsewhere, Russia is on the cusp of a breakout. The Philippines is breaking out. And Korea, a market that broke out earlier this year from a 6-year base, is a buy on weakness.  Today’s report includes a complete summary of our EM views as well as a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

EM Outlook: Bullish, Led by BRIC and Asia

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul class=""><li>Baby food sees 16% retail value growth in 2017 to reach INR47.0 billion</li><li>Baby food benefits from the role of medical representatives promoting their products through doctors</li><li>Milk formula achieves growth of 16% during 2017 in retail value terms to reach INR25.2 billion</li><li>Average unit price increases by 10% in 2017</li><li>Nestlé India Ltd remains dominant with a value share of 63% in 2017</li><li>Baby food is expected to see an 8% constant 2017 value CAGR over the forecast period to reach INR69.8 billion in 2022</li></ul>

Baby food sees 16% retail value growth in 2017 to reach INR47.0 billionBaby food benefits from the role of medical representatives promoting their products through doctorsMilk formula achieves growth of 16% during 2017 in retail value terms to reach INR25.2 billionAverage unit price increases by 10% in 2017Nestlé India Ltd remains dominant with a value share of 63% in 2017Baby food is expected to see an 8% constant 2017 value CAGR over the forecast period to reach INR69.8 billion in 2022

<h2>In May 2017, General Motors (GM) decided to exit India's Automobiles Market
</h2>After one of the largest global automobile manufacturers, <a href="https://www.smartkarma.com/entities/18811" target="_blank" data-smartkarma-citation="entities:18811:1">General Motors Co (GM US)</a> (GM) decided to withdraw from Indian markets, we had discussed this development in one of our insights published in May 2017. In a surprising and unexpected development, GM had decided that it will stop selling cars in India and would phase out its Chevrolet brand. The objective behind this move is to focus on improving business…

In May 2017, General Motors (GM) decided to exit India's Automobiles Market
After one of the largest global automobile manufacturers, General Motors Co (GM US) (GM) decided to withdraw from Indian markets, we had discussed this development in one of our insights published in May 2017. In a surprising and unexpected development, GM had decided that it will stop selling cars in India and would phase out its Chevrolet brand. The objective behind this move is to focus on improving business…

First GM, Now Volkswagen....Isolated Examples or Not Easy for MNCs to Do Business in India – Part 2

India

Nestle India Ltd. manufactures brand name milk products and other food products. The Company's products include Everyday dairy whitener, milk powder and ghee, Milkmaid sweetened condensed milk and Cerelac weaning foods. Nestle's beverages include Nescafe and Sunrise coffee and Nesfit enriched glucose powder. Nestle also manufactures Maggi noodles, soups and sauces.

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Nestle India (NEST IN)

Beauty Community: Blemished by Quality Rumours After Slower 1Q

Beauty Community Pcl (BEAUTY TB)'s stock bore the brunt of rumours around unsafe chemicals used in its products and fell 10% on Friday. This...

Vaibhav Saharan

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

EM Outlook: Bullish, Led by BRIC and Asia

Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....

Vermilion Research

Sector Capsule: Baby Food in India

Baby food sees 16% retail value growth in 2017 to reach INR47.0 billion Baby food benefits from the role of medical representatives promoting...

Euromonitor International Ltd.

First GM, Now Volkswagen....Isolated Examples or Not Easy for MNCs to Do Business in India – Part 2

In May 2017, General Motors (GM) decided to exit India's Automobiles Market After one of the largest global automobile manufacturers, General...

Pankaj Sharma

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