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04 Jul 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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30 Jun 2022
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Consumer Durables
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Edelweiss
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Sector Update
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Following a sharp rally post the RussiaUkraine conflict, prices of most commodities, such as crude, copper, aluminum, steel and palm oil, corrected 17%40% from the top.
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28 Jun 2022
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Consumer Durables
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ICICI Direct
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Sector Update
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15 Jun 2022
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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Currency Outlook: Rupee slips to a record-low: What to make of it? WPI: WPI remains elevated
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02 Jun 2022
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Consumer Durables
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BOB Capital Markets Ltd.
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Economy Update
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Currency Outlook: Pressure on INR. Monthly Strategy Wrap: Mixed outlook. Consumer Durables: FY22 Review Margin gains elusive
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01 Jun 2022
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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War, inflation, supply chain disruptions and Covid all dented consumer durable margins, but likely to be transient
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27 Apr 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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24 Apr 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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Indonesia, the largest producer/exporter of palm oil, has announced a ban of palm oil exports. The ban comes as another blow after the surge in oils due to the Ukraine-Russia war. Given that plamoil is 60% of oil imports and...
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19 Apr 2022
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Consumer Durables
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Axis Direct
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Sector Update
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OUR TOP PLAYS Positive: Amber Enterprises, Polycab India Negative: Symphony Ltd
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11 Apr 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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Demand softness sustains in early part of 4Q; picks up in March: Post festive sales in 3Q demand environment softened. The trend continued in early part of 4Q with onset of 3rd Covid wave. However, with subsiding infection rates...
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