Thanks for your insights .Whats your take of Indri -i mean any consumer insights you have ? they are getting shares from what kind of TG ,brands ?
Posts in category Value Pickr
Piccadily Agro Industries Ltd (31-05-2024)
Thanks for your insights .Whats your take of Indri -i mean any consumer insights you have ? they are getting shares from what kind of TG ,brands ?
Piccadily Agro Industries Ltd (31-05-2024)
It will be good if you share some feedback on Indri and Camikara
Piccadily Agro Industries Ltd (31-05-2024)
It will be good if you share some feedback on Indri and Camikara
Nuvama Wealth Management: Proxy to Affluent India (31-05-2024)
Agree that it has not entered into fullfledged stage 3 and also not breached 30 week EMA…But its down by almost 15% from its recent peak and also from April start till now , almost 2 months it has been flat and going down. It has breached 10 week EMA from last 2 weeks and slope of 10 week EMA and 20 week EMA has been flat. Its not an ideal condition to enter into. But those who have already invested from lower levels, they have to watch for next 2-3 weeks to see if it consolidates or moves higher…
Nuvama Wealth Management: Proxy to Affluent India (31-05-2024)
Agree that it has not entered into fullfledged stage 3 and also not breached 30 week EMA…But its down by almost 15% from its recent peak and also from April start till now , almost 2 months it has been flat and going down. It has breached 10 week EMA from last 2 weeks and slope of 10 week EMA and 20 week EMA has been flat. Its not an ideal condition to enter into. But those who have already invested from lower levels, they have to watch for next 2-3 weeks to see if it consolidates or moves higher…
V-Mart Retail Ltd (31-05-2024)
Hi – anyone here tracking V-Mart closely and still optimistic or foresee.a turnaround considering overhang around Limeroad acquisition, rural economy, rising competition with big brands making inroads into smaller cities? Holding a big position and contemplating switching out. Thanks in advance
Yatharth Hospital & Trauma Care Services Limited (31-05-2024)
Kind of “Yes” but need not to jump on to the conclusions.
Piccadily Agro Industries Ltd (31-05-2024)
since i am from same industry i would like share some key inputs . Premium Branded IMFL segmented is dominated by MNC i.e Pernod Ricard , Diageo , Suntory , William Grants , Bacardi . Pernod Ricard dominates premium segment above Blenders pride segment and there is virtual duopoly with Pernod and Diageo enjoying huge shares .Only brand which has been able to make some dent in premium segment is Rockford from Modi Distilleries rest all companies have tried to break monooly of Pernod but none succeeded . Coming to Bottled in India scotches Diageo enjoys better shares with brands like Black Dog , Black & White , Vat 69 . Pernod with 100 Pipers, Passport , Oken Glow is close second . Suntory with Teachers also has good share. Bacardi with Dewar’s white label ,William Lawson is also doing good .Pernod is now bottling Ballentine in India William Grant is also bottling Grants in India . In BIO blended whisky segment Diageo, Pernod enjoy huge shares i.e Diageo with Johnnie Walker Range of Whiskies , huge range of single malts , coal ila , Glenkinchhie , etc Pernod with Chivas , Ballentine , Royal Salutes Glenlivet . Grants with Glenfiddich Grants also has huge range and all MNC has good portfolio of BII and BIO brands and market for premium brands is growing more than 20%.
My portfolio updates and investment journey (31-05-2024)
Result season is over, if it is possible kindly post an updated Portfolio as you said earlier, it would be beneficial if you could provide the reason behind your new picks, and why you keep existing stocks after results thanks in advance.