Whirlpool of India: Delivering on the Promise
Under its new MD (ex Pepsico and Cola Cola), Whirlpool Of India Ltd (WHIRL IN) had announced a 3 prong strategy in FY17 that included- Focus on...
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Dixon Tech IPO Review - Strong Anchor Investors with Inexpensive Valuation (Very Very Relatively)
Dixon Technologies India Ltd (3201208Z IN) is raising approximately US$94m in its upcoming IPO with a mix of primary shares issue and secondary...
246 Views
India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
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India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
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Whirlpool India: Multi Year Opportunity
India’s fourth largest refrigerator (RF) and washing machine (WM) player. Urban penetration of RF at 75% and of WM at 25% offers a long runway for...
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