Sector Reports

Get updated on the recent macro and micro trends in various sectors as well as Indian and Global markets.

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Date

21/21 Reports

  • ECONOMY - Quick Note: Eco Trade
    ECONOMY - Quick Note: Eco Trade

    20 Nov 2017

    Exports slowed sharply in October (-1.1% y-o-y vs. 25.8% in September). Barring exports of iron ore, plastics, rice, cereals and oil meal exports, growth slowed or turned negative in almost all other categories.
  • Database Update: BSE200: Pledged shares Sep 2017
    Database Update: BSE200: Pledged shares Sep 2017

    20 Nov 2017

    After rising for straight eight quarters, aggregate promoters pledging in the BSE-200 companies declined ~50 bps during Q’Sep-17 to 12%. Promoters have pledged shares worth USD 20 bn, which is ~1.2% of market capitalization of the BSE200.
  • Sector Update:Consumer - GST impact analysis
    Sector Update:Consumer - GST impact analysis

    17 Nov 2017

    Among our coverage universe, GST rate cuts will have higher positive impact on Hindustan Unilever (HUL), Jyothy Laboratories (JYL), Godrej Consumer Products (GCPL), Nestle India (NEST), Westlife Development (WLDL), and Jubilant Foodworks (JUBI).
  • Economy Update: CPI
    Economy Update: CPI

    17 Nov 2017

    October CPI rose to 3.6% y-o-y vs. consensus (3.5%) and our expectation (3.7%). The uptick was mostly driven by 15% m-o-m rise in onion prices and the bump-up from HRA.
  • ECONOMY Update : Quick Note
    ECONOMY Update : Quick Note

    09 Nov 2017

    For the first three months, GST collections have been near INR 900bn per month but according to our estimates this is 10-20% below the monthly run rate required to achieve the budget .
  • Sector Update:Metals - Monthly Smelter
    Sector Update:Metals - Monthly Smelter

    02 Nov 2017

    Stocks covered (1)

    Monthly Smelter is a comprehensive wrap that provides key data and insights on metals. This includes metal price movement and key drivers, insights into Chinese metal industry, summary of our research notes during the month, global comparative valuation and much more.
  • Eco Update: India in numbers - Oct 2017
    Eco Update: India in numbers - Oct 2017

    02 Nov 2017

    October started with PMIs indicating continued growth recovery in manufacturing and services, exports rising sharply and inflation flat lining.
  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    25 Oct 2017

    Cargo volumes across Major Ports grew 3% YoY (up 3% YTD FY18) in Sep17, as per Indian Ports Association (IPA). Growth was largely led by 9% YoY rise in container volumes (20% contribution), fertilizer and other cargo (up 48%; 15% contribution) and coking coal (up 16%; 8% contribution)
  • Cement - Monthly Grinder - Oct 2017
    Cement - Monthly Grinder - Oct 2017

    25 Oct 2017

    Monthly Grinder is a comprehensive wrap that provides key data and insights on cement. This includes cement price movement across regions based on feedback received from dealers, price movement of key cost elements, consensus EPS upgrade/ downgrade trend, regional comparative valuations, & much more