Festive temperature check: Festive mood sombre
We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories
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Axis Top Picks - Dec 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 31% in the last one year till 1st Dec’23, beating the...
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Top Sector Ideas - Retail Q2FY24
Shift in Festive Season Played Spoil Sport: Most Retail companies (Ex. Trent) displayed a slowdown in topline growth on account of a shift in the...
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HSIE Results Daily: State Bank of India, Titan, Gujarat Gas, Relaxo Footwears, Orient Electric
SBIN’s Q2FY24 outcomes missed estimates because of lower-than-expected non-interest income and higher opex stemming from wage arrears, partly...
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Relaxo Footwears Ltd. - Recovery on Cards; Maintain BUY
The company’s revenue grew 7% YoY as it regained its lost market share and posted strong growth in the open (peak season) with a volume growth of 23%.
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