Research Reports

Share Khan on Hindustan Unilever

Prices levered up!
Hindustan Unilever Ltd (HUL) has hiked the prices of select products (stock-keeping units [SKU]) across categories, effective from October-end to the beginning of November 2008. The price increase has been implemented primarily in shampoo, detergent and toothpaste categories. In the quarter gone by (July-September 2008) HUL’s operating margins contracted by 154 basis points [...]


ValueNotes says investors are seeking value buys in current downturn

Pune, India, 19 November 2008: ValueNotes has released the results of a poll conducted on its proprietary Indian finance portal, which captured retail investor sentiment in the current markets. The online survey evaluated if retail investors were willing to buy at current levels, given many stocks trading with single digit P/Es. Poll results indicated that [...]


Credit Suisse on India Cement Sector

? An analysis of the impact of the ongoing liquidity crunch on the
India cement sector shows that most companies appear to be
comfortably placed in terms of liquidity.
? Most cement players do not have high amounts of leverage, and a
large proportion of existing loans are fixed rate debts. Floating
rates on working capital loans have increased by [...]