Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA
This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...
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PI Industries 2QFY19- Margin Improvement Expected from 3Q FY19
Pi Industries (PI IN) reported revenue growth of 29% YoY in 2QFY19. The Custom Synthesis Manufacturing (CSM) segment recorded a 33% revenue growth...
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Crystal Crop Protection Pre-IPO - DRHP Raises More Questions than in Answers
Crystal Crop Protection Ltd (0077937D IN) plans to raise US$150m in its IPO. The company primarily sells agrichemicals in the Indian market.The...
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India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
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India: GST's Impact on 1QFY18 Corporate Performance
1QFY18 impact in the run up to GST implementation Consumer electrical leader Havells India Ltd (HAVL IN) saw single digit revenue growth and sharp...
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