Category: Brokerage Reports

Hotel Industry Trend

Cycles in Indian Hotel Industry

Room Demand vs Supply CAGR

Domestic Tourists vs Foreign Tourist Arrivals

RevPar Growth vs Ebitda Margin

RevPAR Trend -

YoY RevPAR Growth Trend -

Foreign Tourist Arrivals in India -

Domestic Demand Momentum

Aggregate Revenue Growth Trends

Quarterly Revenue Trend

Quarterly OPM and NPM Trend

Ebitda Margins

Supply vs Demand of Rooms Projections

 

Data Source 1  : Edelweiss Research

Data Source 2 : ICRA

Interesting Charts from Brokerage Reports

Broking Houses : Active Customer Base

Source : HDFC Securities

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Broking Houses : Volume Market Share

Source : HDFC Securities

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Cement Prices : M-o-M  Change in (%)

Source : Reliance Securities

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Cements : Segments Driving Demand

Source : Trust Group

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Cement : Capacity Chart

Soure : Trust Group

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Residential Property : Prices of Key Cities

Source : Kotak Institutional Equities

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Interesting Charts from Brokerage Reports

How HSAW, DI and PVC Pipes are used in Water Transportation

Source : Narnolia

Mode of Logistics Transportation in India

Source : Dalal and Broacha

Market Share of Lubricants Players

Source : Yes Securities

Home Textiles - Companies presence across Value Chain

Source : JM Financial

Welspun, Trident and GHCL are fully integrated players, Indo Count
and Himatsingka are partially integrated

Airline Fleet Strength

Source : Stewart and Mackertich

Per capita cement consumption across world

Source : SKP Research

Interesting Charts from Brokerage Reports

Expectation of strong earnings recovery in midcaps

(Source : Elara Securities)

 

FII and DII proportion to Free Float

(Source : Motilal Oswal)

 

% of BSE 200 stocks trading above 200 DMA

(Source : Goldman Sachs)

 

India's allocation in EM and AEJ Mutual Funds

(Source : Goldman Sachs)

 

Gap between 200 DMA and 50 DMA | Realized inter day volatility

(Source : Morgan Stanley)

 

Difference of Nifty 50 and Midcap 100 rolling returns (%)

(Source : Motilal Oswal)

 

There has been no two consecutive years of negative returns in midcaps

(Source : Elara Securities)

 

In past 5 out of 6 elections, nifty has averaged 13% returns in 3 months before election results

(Source : Goldman Sachs)

 

Nifty and Nifty midcap 100 - Ownership structure

(Source : Motilal Oswal)

 

Nifty Midcap 100 Total market cap at five year low

(Source : Motilal Oswal)