Value investor- India mid & small caps

Bhaskar Chakraborty

Thematic (Sector/Industry)

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables, cosmetics, toys etc. and (2) Dadar Kabutarkhana- wholesalers of home improvement products like tiles, sanitary ware, faucets, modular kitchen equipment, glass partitions etc. We posed as buyers to assess the level of compliance of these outlets with GST after the first cycle of on-line filing under the new tax regime.Crawford Market- Among ~10…

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables, cosmetics, toys etc. and (2) Dadar Kabutarkhana- wholesalers of home improvement products like tiles, sanitary ware, faucets, modular kitchen equipment, glass partitions etc. We posed as buyers to assess the level of compliance of these outlets with GST after the first cycle of on-line filing under the new tax regime.Crawford Market- Among ~10…

India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai

<ul><li>Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure</li><li>Paints- Demand still weak, price hikes delayed but margins likely to sustain in FY18</li><li>Home improvement- Pent up demand helps but pricing and margins under pressure</li><li>Footwear- Intense competition leads to muted volume growth, no price hikes to pass on input cost increase</li></ul>

Durables- Mostly pent up demand fulfillment and channel filling, margins under pressurePaints- Demand still weak, price hikes delayed but margins likely to sustain in FY18Home improvement- Pent up demand helps but pricing and margins under pressureFootwear- Intense competition leads to muted volume growth, no price hikes to pass on input cost increase

India Consumer Discretionary: Key Takeaways from 4QFY17 Performance

India

Orient Paper & Industries Limited manufactures paper, paperboards, cement and electric fans. The Company owns several forest plantations where it cultivates bamboo, hardwood and other forms of timber, which are used as raw materials for the Company's products.

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Orient Paper & Industries (OPI IN)

India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...

Bhaskar Chakraborty

India Consumer Discretionary: Key Takeaways from 4QFY17 Performance

Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...

Bhaskar Chakraborty

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)