Honasa Consumer IPO - Thoughts on Valuations
Honasa Consumer, a beauty and personal care company, is looking to raise about US$200m in its upcoming India IPO. In this note we talk about...
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Honasa Consumer IPO - RHP Updates - Sales Strong, Slight Margin Improvement
Honasa Consumer (HC) is looking to raise about US$200m in its upcoming India IPO. In this note, we talk about updates from its recent filings.
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Quiddity Leaderboard SET50 Dec 23: 2 ADDs/DELs Likely; DELTA DEL Unlikely
JMT and KCE are expected ADDs while TIDLOR and SAWAD are expected DELs for the SET50 index rebalance in December 2023. I continue to believe DELTA...
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HSIE Results Daily: Hindustan Unilever, ITC, UltraTech Cement
Hindustan Unilever: HUL’s revenue growth of 3.5% YoY was slow but in line with expectations. Volume growth was at 2% (HSIE 3%) and sustained a four...
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ITC Ltd - Encouraging Performance; Maintain BUY
The company’s revenue grew by 3% YoYto Rs 16,394 Cr, mainly due to subdued performance in the agriculture and paperboard businesses.
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