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Network18 Presents

Moneycontrol

Network18 Presents

Krishna Karwa

Research Analyst

Moneycontrol Research

6 key trends in retail to watch out for post Q1 results

BUSINESS

6 key trends in retail to watch out for post Q1 results

Retail remains a promising industry in the Indian context, given the large consumer base throughout the country.

Leisurewear Q1 review: Which stocks should you bet on for the long term?

BUSINESS

Leisurewear Q1 review: Which stocks should you bet on for the long term?

An oligopolistic nature of the market, higher consumer discretionary spending, wider reach of organised retailers and increased awareness towards health/hygiene should benefit leisurewear companies in the long run.

Footwear Q1: Premium products, asset-light expansion to determine re-rating

BUSINESS

Footwear Q1: Premium products, asset-light expansion to determine re-rating

While Relaxo and Sreeleathers reported healthy top-line growth YoY, Bata was the standout performer on the margin front.

Industry challenges impact export-focused home textile companies in Q1 FY19

BUSINESS

Industry challenges impact export-focused home textile companies in Q1 FY19

While the rupee’s depreciation against the dollar in recent times could offer some respite to home textile majors, the near-term outlook for the sector as a whole is far from promising.

Amazon or Google-Paytm Mall -- Which partner could offer Future Retail more bang for its buck?

BUSINESS

Amazon or Google-Paytm Mall -- Which partner could offer Future Retail more bang for its buck?

The underlying theme of this development underscores the importance of having the right blend of brick-and-mortar and online presence in a business where margins, more often than not, can be very thin.

Shaily Engineering Plastics: Home furnishing products crucial to success

BUSINESS

Shaily Engineering Plastics: Home furnishing products crucial to success

The company's 14-year long relationship with a Swedish home furnishing major should help it capitalise on the latter's aggressive growth plans for the Indian market.

Ideas for profit: Blue Star, Voltas worthy medium to long term picks

BUSINESS

Ideas for profit: Blue Star, Voltas worthy medium to long term picks

Notwithstanding the challenges in the unitary cooling segment in the quarter gone by, both companies have all that it takes to bolster their fundamentals in the long-run.

Amber Enterprises: A good buy despite a weak Q1

BUSINESS

Amber Enterprises: A good buy despite a weak Q1

A strong order book, relationships with marquee Indian AC brands, impetus towards high-margin inverter ACs, benefits of recent acquisitions and momentum in the AC component sales division should augur well for the company.

Arvind Q1 review: Textile disappoints; branded apparel, engineering grow

BUSINESS

Arvind Q1 review: Textile disappoints; branded apparel, engineering grow

Verticalisation of the textile segment, promising prospects of the branded apparel segment and a healthy order book in the engineering segment reinforce our confidence in the stock.

Raymond: Capitalise on current price weakness

BUSINESS

Raymond: Capitalise on current price weakness

At a modest post-correction valuation of 21.8 times FY20 projected earnings, the stock is worthy of consideration.

Titan Q1FY19 earnings review: Strongly poised for a re-rating

BUSINESS

Titan Q1FY19 earnings review: Strongly poised for a re-rating

Despite its heady valuation, the stock provides investors a series of tailwinds to cash in on and has all that it takes to re-rate further.

Avenue Supermarts review: D-Mart's consistent show makes it a good long-term bet

BUSINESS

Avenue Supermarts review: D-Mart's consistent show makes it a good long-term bet

Given its robust fundamentals and its management's strong execution capabilities, the company should be able to sustain its premium valuations

Shoppers Stop: Consolidation of strengths holds key to re-rating

BUSINESS

Shoppers Stop: Consolidation of strengths holds key to re-rating

On the back of a new management team, improving fundamentals, exit from non-core businesses and a better product mix, the company’s prospects are undoubtedly promising.

V-Mart Retail: Valuations elevated, buy on downsides

BUSINESS

V-Mart Retail: Valuations elevated, buy on downsides

Backed by healthy fundamentals, a good margin profile and an aggressive expansion strategy, the company has succeeded in positioning itself as one of India’s best performing retailers.

Bata Q1 review: Robust quarterly performance justifies premium valuation

BUSINESS

Bata Q1 review: Robust quarterly performance justifies premium valuation

Product premiumisation, network augmentation and brand differentiation across categories could augur well for the company in the long-run.

Here's why cooling device manufacturers may report a weak Q1 FY19

BUSINESS

Here's why cooling device manufacturers may report a weak Q1 FY19

In spite of temporary impediments, we remain bullish on the long-term earnings visibility of the sector as a whole.

TCNS Clothing IPO: Should you subscribe?

BUSINESS

TCNS Clothing IPO: Should you subscribe?

At 46.6 times trailing twelve month earnings, the stock seems fully priced, notwithstanding the fact that it is still valued at a discount to the industry average.

Does your stock cart have the right retail names?

BUSINESS

Does your stock cart have the right retail names?

Consumer-facing businesses appear to be the preferred picks of most investors, and retail companies are no exception. Consequently, it isn’t surprising to see such stocks trading at a premium.

Can merger of group companies unlock value for Lux Industries' shareholders?

BUSINESS

Can merger of group companies unlock value for Lux Industries' shareholders?

Besides bolstering Lux’s consolidated revenues, the reorganisation will curtail overhead costs and lead to margin expansion.

Does Climate Technologies’ acquisition bode well for Symphony?

BUSINESS

Does Climate Technologies’ acquisition bode well for Symphony?

Integration of Climate Technologies’ business with the company will be sales and earnings accretive from the start.

Footwear companies: Which brand should you wear today?

BUSINESS

Footwear companies: Which brand should you wear today?

What makes us bullish on Sreeleathers is its ability to outperform peers every quarter on the margin front, underscoring the management’s strong execution capabilities.

Innerwear and leisurewear companies: Solid execution and steady outlook

BUSINESS

Innerwear and leisurewear companies: Solid execution and steady outlook

Product premiumisation, higher advertising spends, network expansion, foray into clothing and GST-induced market share gains should augur well for all companies in the long-run

Whirlpool or IFB: Which stock should you pick?

BUSINESS

Whirlpool or IFB: Which stock should you pick?

Given the heady valuations of both stocks, use the current market volatility to accumulate on dips

Himatsingka Seide: A long-term pick

BUSINESS

Himatsingka Seide: A long-term pick

Going into FY19, revenue contribution from brands, asset turns of existing and new capacities, and regional diversification by foraying into new geographies will be pivotal to the company's success.

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