ITC Ltd- FY18 Results Update
We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player...
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Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
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India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story
This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....
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Lemon Tree Hotels IPO - A Lot to like but Valuation Isn't on the List
Lemon Tree Hotels Ltd (778410Z IN) plans to raise US$160m in its IPO via a sell down of share by its financial investors, led by Warburg Pincus.We...
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LT Foods: Riding the Change in India's Food Shopping Trends
LT Foods - an established Indian player in the branded staples segment - has benefited from strong growth in demand for packaged food in the...
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