Kajaria makes higher gross margins which should mean they would be selling at a price premium to Somany. That premium may not go away in a hurry
Wrt Gas prices – I don’t think anyone can predict anything beyond a point when it comes to commodities. However, a slowing Chinese economy gives me reasonable confidence that commodity prices should be well behaved for some time to come unless there r big supply shocks
On Morbi players – Their dumping in the local mkt does have an impact but not a huge one as they lack distribution strength in the Domestic Mkts. Beyond a point, the effect fizzles out – generally
Disc: biased, holding
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