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30 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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29 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Sector Update
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Rising adoption of smartphones, high internet speed and social distancing (due to Covid-19) has changed consumer behaviour. Consumers now prefer to transact (buy a product) virtually over the smartphone via an app instead of physical transaction. This has led to virtualisation of business models. In addition, to keep business up and running in a work from home scenario, technology is gaining traction. As a result, new age technologies like cybersecurity (to protect business from work from home scenario), app development (to help customer transact virtually) and Cloud (to enable...
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26 Dec 2020
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Brokerage Research Reports
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Edelweiss
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Economy Update
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The COVID19 pandemic has unleashed the strongest response from the policy makers yet.
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24 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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22 Dec 2020
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Brokerage Research Reports
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Motilal Oswal
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Robust supply chain set up from scratch ............................................................19 Restaurant operating margins (ROM) .................................................................22 In charts: WLDL v/s JUBI and BKI ........................................................................23 Assumptions and financial analysis ....................................................................26 Valuation and view ............................................................................................28 Risks to our investment case ..............................................................................29 SWOT analysis ...................................................................................................30 Bull and Bear Case .............................................................................................31...
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18 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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16 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Buy
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Domestic auto industry volumes have been on a steady mend in the months post lifting of lockdown restrictions. Manufacturing and distribution activities have been getting ramped up gradually since June 2020, in step with the rest of the economy. However, the impact of the pandemic on the supply chain continues to inhibit a complete return to production normalcy. Nevertheless, most automotive industry segments have reported successive improvement in offtake throughout June-November 2020 (Exhibit 1) on the back of (i) initial bounce provided by pent-up aspect,...
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15 Dec 2020
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Brokerage Research Reports
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AUM Capital
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Buy
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Rajratan Global Wire Ltd (RGWL), along with its wholly-owned overseas subsidiary, RTWL, primarily manufactures high-carbon steel wires with specialization in tyre bead wires, which is bronze-coated and used in tyres. Tyre bead wires main functions are to act as reinforcement and facilitate tyre grip on...
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14 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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11 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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