Cox and Kings-Value Emerging Post Restructuring

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Equity Bottom-Up

<p>We recently wrote a note on Cox and King, with a positive bias. The company's recently declared Q1 FY17 ( April-June 2016)is largely in line with our expectations, with a few a minor misses.We continue to remain positive on the stock and believe that it is one of the cheapest consumer plays in India right now. Except for its international business where first quarter is usually among the smaller quarters, the other business segments have performed as per expectations. We analyse segment wise…</p>

We recently wrote a note on Cox and King, with a positive bias. The company's recently declared Q1 FY17 ( April-June 2016)is largely in line with our expectations, with a few a minor misses.We continue to remain positive on the stock and believe that it is one of the cheapest consumer plays in India right now. Except for its international business where first quarter is usually among the smaller quarters, the other business segments have performed as per expectations. We analyse segment wise…

Cox and Kings Q1 FY17 Results Update, In-Line with Our Expectations

Cox And Kings

Cox and Kings Q1 FY17 Results Update, In-Line with Our Expectations