Marico (MRCO IN) | Why We Got It Wrong? And What Is Priced In?
We have been bullish on Marico Ltd (MRCO IN). Our bullish stance on MRCO has been discussed in the Marico (MRCO IN) | Checks Indicate Saffola May...
371 Views
2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
632 Views
Marico (MRCO IN) | Checks Indicate Saffola May Continue Strong Performance
Marico Ltd (MRCO IN) posted a stellar Q4, meeting volume expectations, while most peers missed volume estimates, blaming the broader consumer...
650 Views
DABUR IN | Checks Indicate Hair Oil Portfolio Could Be More Vulnerable
Dabur India Ltd (DABUR IN) & Marico Ltd (MRCO IN) both intend to focus on the Hair Oil segment. For Marico, its the Value-added Hair Oil (VAHO)...
634 Views
The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
574 Views