One clarification on Zomato and Trent (Zudio). Both these stocks are moving against their sector/peer trends. 1) QSRs are giving very low topline growth, 2) Value Based/Economic consumption in apparel (even in urban areas) is not doing well (Refer to Dmart's commentary on apparel segment).
When above stocks are giving good numbers despite sector headwinds, how can one be confident the qtrly growth will sustain?
Pead effect playing out well in the super strong results names you have mentioned. Thanks for the article.
Nice article.
Spot on.
Very useful
Thanks for your commentary on Market. It was very insightful. Please keep writing!
Sir thanks for sharing great insights.
One clarification on Zomato and Trent (Zudio). Both these stocks are moving against their sector/peer trends. 1) QSRs are giving very low topline growth, 2) Value Based/Economic consumption in apparel (even in urban areas) is not doing well (Refer to Dmart's commentary on apparel segment).
When above stocks are giving good numbers despite sector headwinds, how can one be confident the qtrly growth will sustain?