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...
576 Views
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...
142 Views
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...
233 Views
Kansai Paint: India Drives Growth But Kansai Nerolac's 50x PE Is Also a Risk
Kansai Paint continues to enjoy strong results in India where subsidiary Kansai Nerolac Paints Ltd (KNPL IN) has seen revenue double since 2011 and...
201 Views
India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
279 Views