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Berger Paints India (BRGR IN)
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Analysis
Materials
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India
Berger Paints India Limited manufactures and distributes paints, enamels, varnishes, and synthetic resins. The Company's products are used in home, office, factory, interiors, exteriors, metal, wood, plastic, and others.
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bearish
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Thematic (Sector/Industry)
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10 Jan 2020 20:19
The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
Ankit Agrawal, CFA
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577 Views
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bearish
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Thematic (Sector/Industry)
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09 Oct 2018 08:31
Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
Devi Subhakesan
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574 Views
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bullish
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MSCI ACWI Index
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24 May 2018 20:43
Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
Vermilion Research
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241 Views
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bearish
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Asian Paints
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10 Apr 2018 21:10
India Consumer Discretionary: Decorative Paint Demand Flattish YoY in 4QFY18
Paint distributors indicate flat YoY demand in 4QFY18 despite low baseIn our recent interaction with a number of paint dealers in Western and...
Bhaskar Chakraborty
146 Views
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bullish
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Kansai Paint
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26 Feb 2018 08:08
Kansai Paint: Emerging Markets Exposure, M&A and Gearing to a South African Recovery
Following up on our previous insight, our discussion with the company lead us to remain positive on the stock despite some valuation...
Mio Kato
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239 Views
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