Research And Views Archives

Are rising gold prices impacting all jewellers?
(Sector Info)

Sep 12, 2012

Equitymaster compares the first quarter FY13 performance of three jewellery companies.

Gold on Lease: An ideal hedging mechanism?
(Sector Info)

Jul 10, 2012

Equitymaster discusses the benefits of using Gold on Lease hedging mechanism by jewellers.

Is the company's cash its own? Dig Deeper.
(Sector Info)

Jul 4, 2012

Equitymaster discusses why reading and understanding the annual reports is important while investing.

Is 50% hike in this stock in 3 months justified?
(Sector Info)

Mar 30, 2012

Equitymaster discusses when to be wary of possible speculative jumps in stock prices

The gems amongst Branded Jewellers
(Sector Info)

Mar 23, 2012

Equitymaster compares the branded jewellers based on their business model and other qualitative aspects.

Budget dulls investment in Branded Jewellers?
(Sector Info)

Mar 20, 2012

Equitymaster discusses the concerns regarding investing in branded jewellery companies.

Upsides to investing in branded jewellery cos.
(Sector Info)

Mar 15, 2012

Equitymaster discusses the benefits of investing in branded jewellery companies.

Will investments in jewellery companies sparkle?
(Sector Info)

Mar 13, 2012

Equitymaster discusses if branded jewellery companies provide good investment opportunities.

Retail Strategy: Focused or Broad Based?
(Sector Info)

Mar 6, 2012

Equitymaster discusses how retailers use different strategies to achieve the same objective.

The new game changer for Retail...
(Sector Info)

Mar 1, 2012

Equitymaster discusses how online retail is likely to change the face of India's retail sector.

Titan: Will the stock price double in 5 years?
(Company Info)

Aug 24, 2011

This article discusses whether Titan Industries stock price can double in next 5 years.

Are customer loyalty programs a win-win?
(Sector Info)

Apr 18, 2011

This article discusses how consumer loyalty programs help retailers

Opportunity in diversity for Retailers?
(Sector Info)

Apr 6, 2011

This article discusses a new trend in food retailing- community specific foods.

Is mall mania helping Retailers?
(Sector Info)

Apr 4, 2011

This article discusses why retailers opt for malls instead of standalone shops.

FDI in retail: The argument continues...
(Sector Info)

Mar 25, 2011

This article discusses the impact of allowing FDI in multi brand retail on Indian retailers

Impact of GST on Retail
(Sector Info)

Mar 19, 2011

This article discusses the impact of the proposed Goods and Services Tax (GST) on retailers

Clothes to get dearer
(Sector Info)

Mar 18, 2011

This article discusses the impact of excise duty on branded garments on Indian retailers

Bata India: Labour ‘pangs’
(Company Info)

Sep 22, 2000

Bata India, one of India’s largest shoemakers is in trouble again. The company’s fortunes seem to be up one year and down the very next. After almost being wiped out, Bata turned the corner in FY97 thanks to a new management, aggressive product launches and a shift towards its traditional mass market offering high value affordable products. At present, it derives over 70% of its revenues from retail outlets while the balance comes from the wholesale segment.

Bata's 2Q profits declines
(Company Info)

Jul 27, 2000

Bata India has reported a YoY 52% drop in its profits with 7% decline in topline in the 2QFY01. Even though retail sales of the company increased by 4%, wholesale sales declined primarily due to restriction of supplies to recover debts outstanding. Sluggish market condition further contributed in the slow growth rate.

Bata's 1QFY00, net skids 8%
(Company Info)

Apr 27, 2000

Bata India reported a net profit of Rs 39.6 m for the 1QFY00 depicting a decline of around 8% against Rs 42.9 m in the corresponding previous quarter.