Top Conviction Ideas - FMCG
Axis Direct
Top Conviction Ideas (FMCG) - Varun Beverages, DOMS Industries
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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21 Feb 2025 | FMCG |
Axis Direct
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Sector Update
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21 Feb 2025 | Pharmaceuticals & Biotech. |
KRChoksey
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Sector Update
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Pharmaceuticals Sector Review
KRChoksey
In Q3FY25, companies within our pharma coverage revenue, EBITDA and Adj. PAT exceeded our expectations by 1.6%/3.7%/9.8%, respectively. The EBITDA margin and Adj. PAT margin outperformed our estimates by 53 bps and 133 bps, respectively.
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20 Feb 2025 | Infrastructure |
Axis Direct
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Sector Update
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19 Feb 2025 | FMCG |
KRChoksey
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Sector Update
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19 Feb 2025 | Chemicals & Petrochemicals |
KRChoksey
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Sector Update
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19 Feb 2025 | Banks |
Axis Direct
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Sector Update
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19 Feb 2025 | Pharmaceuticals & Biotech. |
Axis Direct
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Sector Update
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18 Feb 2025 | Metal and Mining |
Axis Direct
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Sector Update
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18 Feb 2025 | Indian Economy |
Trendlyne Analysis
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Economy Update
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January 2025 Economy Update: CPI inflation moderates MoM, unemployment rises
Trendlyne Analysis
In January 2025, Consumer Price Index (CPI) inflation eased to 4.3%, while Wholesale Price Index (WPI) inflation ticked down to 2.3%. The Manufacturing Purchasing Managers' Index (PMI) increased compared to the previous month, while services PMI witnessed a decline.
The unemployment rate rose marginally in January 2025. Foreign Institutional Investment (FII) and and mutual funds (MF) witnessed outflows during the month. Crude oil prices rose on a MoM basis in January 2025. |
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17 Feb 2025 | Commodities |
IDBI Capital
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Sector Update
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