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Pranav Bhavsar
Consumer Analyst / Channel Surveillance Specialist
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Trudence Capital Advisors
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Location:
India
Joined:
07 August 2018
360
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158.2k
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343
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India
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Consumer Discretionary & Consumer Staples
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Equity Bottom-Up
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bearish
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Voltas Ltd
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01 Apr 2025 12:30
India Air Conditioners | Who's Chilling How
Indian air conditioner manufacturers are facing price increases, competition, and cost inflation, but dealers are optimistic about accelerated...
Pranav Bhavsar
111 Views
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bullish
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Eicher Motors
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14 Mar 2025 14:05
Eicher Motors (EIM IN) | Why Exports Are on Fire
Eicher Motors' Royal Enfield excels in exports with strategic global expansion in the middleweight motorcycle segment, leveraging Thailand as a...
Pranav Bhavsar
403 Views
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bearish
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Zepto
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27 Feb 2025 16:30
Postcard from Bengaluru | Quick Commerce On-The-Ground
Quick Commerce has huge market potential but faces challenges with delivery speed and profitability, as competition and pricing pressure limit...
Pranav Bhavsar
314 Views
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bearish
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Kalyan Jewellers
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20 Feb 2025 16:20
Kalyan Jewellers (KALYANKJ IN) | FOCO Model Warrants Attention
In this Insight, we analyze Kalyan Jewellers' FOCO model and raise doubts about the store expansion narrative and franchisee involvement.
Pranav Bhavsar
442 Views
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bearish
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Escorts Kubota Limited
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17 Feb 2025 14:52
India Rural Incomes | The Tide Has Yet to Turn
Agricultural income trends face challenges from declining land and rising costs, but tractor OEMs remain optimistic about growth due to positive...
Pranav Bhavsar
257 Views
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