BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Consumer Durables have continued to rise in valuations, moving from the 30-50 times range to 40-60 times range depending on the company, product and brand, given the strong growth embedded in this sector due to under penetration across products, at varying levels.
Companies continue to see strong growth, improve margins, gain market share, increase prices, incentives like production linked incentive and have a sanguine outlook for the future.
However, we take a closer look at three global trends which could be a potential risk to the sector- rising copper prices, chip shortages and to a lesser extent container shortage.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
