Tobacco Sector: Best of India and Indonesia
This is a joint insight with Pranav Bhavsar from the consumer team.India and Indonesia are two of the top five tobacco consuming country in the...
555 Views
Smartkarma Originals
Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Summary Version)
This insight is jointly prepared by Nitin Mangal and Pranav Bhavsar. Either Dabur India Ltd (DABUR IN) should change the crystal ball or those...
355 Views
India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader
We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China,...
612 Views
Anmol Industries Pre-IPO Quick Take - No Growth, Generous Payments to Founders
Anmol Industries (ANMOL IN) plans to raise US$100m+ in its India IPO via a sell-down of secondary shares. As per Frost & Sullivan, Anmol is the...
787 Views
Last Week in Event SPACE: ANTA, Japan Display, Pioneer, Naspers, Huatai, Red Hat
Last Week in Event SPACE ... The reward/risk is pretty decent on the Anta Sports Products (2020 HK) /Amer Sports Oyj (AMEAS FH) trade. A rumoured...
523 Views