Godrej Consumer (4QFY24): All Ducks in a Row for Strong Earnings Growth
We upgrade GCPL to BUY from ADD with a TP of Rs 1450 (50x FY26 EPS, 20% premium to its 5-year average PE) as it is poised to deliver revenue
233 Views
Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
224 Views
NIFTY NEXT50 Index Rebalance: 7 Changes on Expected Lines
There are 7 changes for the NIFTY Next50 Index. Estimated 1-way turnover is 19.6% resulting in a 1-way trade of INR 63.64bn (US$759m). There are...
476 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
149 Views
Bangladesh Chaos: Impact on Indian Companies
Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...
336 Views