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Moneycontrol

Krishna Karwa

Research Analyst

Moneycontrol Research

Future Retail may buy Hypercity from Shoppers Stop – a win-win for both buyer and seller

BUSINESS

Future Retail may buy Hypercity from Shoppers Stop – a win-win for both buyer and seller

By acquiring Hypercity, Future Retail aims to leverage its retail capabilities by building economies of scale, reducing overall cost of operations, expanding the number of small/convenience outlets (especially in the metros), and pushing the sales of its margin-accretive private label consumer products.

This footwear smallcap outperformed Bata & Relaxo in Q1FY18. Should you invest in it?

BUSINESS

This footwear smallcap outperformed Bata & Relaxo in Q1FY18. Should you invest in it?

Sreeleathers’ key variables were impressive with a 47 percent growth in top-line and a 65 percent increase in EBIDTA. A 238 basis points expansion in operating profit margins propelled bottom-line profitability, too.

ICICI Lombard IPO – get insured for the long-term

BUSINESS

ICICI Lombard IPO – get insured for the long-term

Industry tailwinds, increased awareness towards insurance products, leadership status amongst private non-life insurers in India, a robust distribution channel, and healthy financials make ICICI Lombard's IPO a proposition worth considering.

Indian Terrain Fashions: A weak first quarter doesn’t tarnish the long-term story

BUSINESS

Indian Terrain Fashions: A weak first quarter doesn’t tarnish the long-term story

At 18.4x FY19 projected earnings, the company’s fundamentals definitely warrant attention for accumulation.

This smallcap has caught Porinju’s fancy; should you turn bullish too?

BUSINESS

This smallcap has caught Porinju’s fancy; should you turn bullish too?

Aarvee Denims delivered a return of 47 percent in the past week alone after Porinju Veliyath bought 1.81 lakh shares of this not-so-well-known company.

SP Apparels – subdued quarter doesn’t take away long-term prospects

BUSINESS

SP Apparels – subdued quarter doesn’t take away long-term prospects

We expect SPAL’s FY18 numbers to remain fairly flat, since most of the company’s IPO funds will be locked in manufacturing upgradation processes till the end of the year. Repayment of debt during the fiscal, however, will strengthen the bottom-line, albeit marginally.

Craze for e-wallets isn’t big enough to revolutionise cashless shopping. Find out why

BUSINESS

Craze for e-wallets isn’t big enough to revolutionise cashless shopping. Find out why

Lack of interoperability, inadequate smartphone penetration pan-India, and unviability/unwillingness of use for most merchants and consumers are the primary causes for subdued growth of e-wallets in the country.

Can offline retail stores give e-commerce players a run for their money? Perhaps yes

BUSINESS

Can offline retail stores give e-commerce players a run for their money? Perhaps yes

Online and offline stores will continue to hold their own despite the growing competitiveness between them in India's changing retail climate.

V-Mart Retail's volume push to fire up margins

BUSINESS

V-Mart Retail's volume push to fire up margins

The company is poised to grow from the boom in India’s retail space inspite of the high competitive intensity from large format stores and online portals.

Nandan Denim: Long-term value drivers intact

BUSINESS

Nandan Denim: Long-term value drivers intact

The stock, at 8.3x FY19 projected earnings, seems reasonably valued for accumulation.

Fiberweb (India) — fundamentally promising post good Q1FY18 numbers

BUSINESS

Fiberweb (India) — fundamentally promising post good Q1FY18 numbers

At 9x FY19 projected earnings, the stock’s valuations seem reasonable for accumulation from a long-term perspective.

Consumer goods sector feels the GST heat, retail earnings offer some comfort

BUSINESS

Consumer goods sector feels the GST heat, retail earnings offer some comfort

Amidst the GST-induced disruptions in Q1FY18, though India's leading retailers held on to their nerve, the jewellery majors weren't quite up to the mark.

Himatsingka Seide: A consistent performer with a solid outlook

BUSINESS

Himatsingka Seide: A consistent performer with a solid outlook

The company continues to leverage on its fundamental strengths optimally, as evident from the numbers in the quarter gone by.

Nitin Spinners: A good buy despite a disappointing Q1 performance

BUSINESS

Nitin Spinners: A good buy despite a disappointing Q1 performance

The degree of operating leverage will chart the course for the company's financials as the year progresses.

Jewellery keeps Titan ticking in Q1, but should you consider investing?

BUSINESS

Jewellery keeps Titan ticking in Q1, but should you consider investing?

Since jewellery accounted for nearly 80 percent of the company’s quarterly revenues, the overall performance during the June quarter was bolstered.

With Patanjali set to make pants, will Baba Ramdev stretch the textile sector?

BUSINESS

With Patanjali set to make pants, will Baba Ramdev stretch the textile sector?

The company's latest announcement of foraying into textiles should not be taken lightly by its to-be peers.

Why textile and retail stocks are gearing up for a good second half

BUSINESS

Why textile and retail stocks are gearing up for a good second half

GST regularisation and festive season sales pick-up will lead to a marked and appreciable recovery in India's consumer discretionary space in the second half of FY18 as opposed to a comparatively weaker first half.

SIS IPO: Should you subscribe despite steep valuations?

BUSINESS

SIS IPO: Should you subscribe despite steep valuations?

Debt repayment, employee cost changes, and operating margins in the cash & facility management service segments will be the decisive factors worth tracking in this fiscal.

D Mart: Why India's most expensive retail stock is still priced at a premium

BUSINESS

D Mart: Why India's most expensive retail stock is still priced at a premium

Valuations seem stretched, but lower-than-expected growth momentum in future could give investors some room to identify price corrections before clicking the ‘Buy’ button.

Earnings momentum swinging in favour of India's largest denim maker. Fancy a buy?

BUSINESS

Earnings momentum swinging in favour of India's largest denim maker. Fancy a buy?

Volume-driven sales growth, cost savings through backward integration, emphasis on premium products, growing denim demand, and GST make Nandan Denim a force to reckon with.

Himatsingka Seide: Capacity expansion and earnings growth to bring back valuation comfort

BUSINESS

Himatsingka Seide: Capacity expansion and earnings growth to bring back valuation comfort

Top-line growth, backward integration, brand associations, and asset-light retailing are the pivotal growth drivers for the company.

Raymond: Corporate governance concerns tackled, is it reason enough to turn bullish?

BUSINESS

Raymond: Corporate governance concerns tackled, is it reason enough to turn bullish?

The company seems determined to leave its past behind and chart a growth-oriented trajectory with fabric capacity expansions, apparel/outlet launches, brand repositioning, and a slew of turnaround strategies.

Textiles under GST: Relief on one hand, a whammy on the other

BUSINESS

Textiles under GST: Relief on one hand, a whammy on the other

Though the effect of GST-induced disruptions can't be ignored in the near-term, the Indian textile industry is poised to grow from the long-term benefits that the new legislation offers.

Is Indian Terrain a good fit for investors?

BUSINESS

Is Indian Terrain a good fit for investors?

Brand appeal through a wide store network, buyers' orientation towards fashionable apparel, GST implementation, low capital intensity, and a flourishing Indian retail sector are the primary reasons that make Indian Terrain Fashions a stock hard to overlook.

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