reports
Trident Ltd: 1 director
A director at Trident Ltd bought 12,385,000 shares at 25.785INR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Sumant Kumar
MOSL: TRIDENT (Buy)-Muted performance across segments
Trident: Muted performance across segments (TRID IN, Mkt Cap USD0.5b, CMP INR66, TP INR76, 15% Upside, Buy) Miss on all fronts: 2QFY20 revenue declined 5% YoY to INR13.2b (v/s est. INR14.3b). EBITDA margin contracted 370bp YoY to 18.9% (v/s est. 22.2%). EBITDA adjusted for forex gain was down 21% YoY to INR2.5b (v/s est. INR3.2b). Adj. PAT declined 9% YoY to INR1.35b (v/s est. INR1.33b). Bath/Bed linen sales volume increases sequentially: 2QFY20 was muted for the company, as each segment d...
- Sumant Kumar
MOSL: TRIDENT (Buy)-In-line quarter-strong performance in FY19
Trident: In-line quarter; strong performance in FY19 (TRID IN, Mkt Cap USD0.5b, CMP INR64, TP INR81, 26% Upside, Buy) Largely in-line performance…: TRID's revenue increased 18.5% YoY to INR14.1b (our estimate: INR13.4b) in 4QFY19. EBITDA margin shrank 20bp YoY to 18.1% (our estimate: 18.1%). EBITDA adjusted for forex gain increased 17.2% YoY to INR2.5b (our estimate: INR2.4b). Adj. PAT was up 64.3% YoY to INR895m (our estimate: INR873m). For FY19, consol. revenue grew 15.1%, with the marg...
- Sumant Kumar
MOSL: TRIDENT (Buy)-Sharpened by realization improvement across key se...
TRIDENT: Sharpened by realization improvement across key segments; Textile volumes impressive; mix/price increase drive paper segment (TRID IN, Mkt Cap USD0.5b, CMP INR71, TP INR94, 33% Upside, Buy) Revenue/EBITDA in line, PAT exceeds estimate: TRID's revenue grew 18% YoY to INR12,914m (our estimate: INR12,923m) in 3QFY19. EBITDA adjusted for forex loss increased 21% YoY to INR2,427m (our estimate: INR2,339m). EBITDA margin expanded 50bp YoY to 18.8% (our estimate: 18.1%), largely driven ...
- Sumant Kumar
MOSL: TRIDENT (Buy)-Firing on all cylinders; Well on track to meet ful...
Trident: Firing on all cylinders; Well on track to meet full-year guidance (TRID IN, Mkt Cap USD0.4b, CMP INR64, TP INR83, 30% Upside, Buy) Strong all-round beat: TRID’s revenue increased 24.2% YoY to INR13,915m (estimated INR12,121m) in 2QFY19. EBITDA margin expanded 730bp YoY to 22.8% (estimated 20.5%), driven by (1) operating leverage in both bed and bath linen, and (2) premiumization in bed linen. EBITDA adjusted for forex loss increased 83% YoY to INR3,169m (estimated INR2,485m). Adj...
- Sumant Kumar
MOSL: TRIDENT (Buy)-Results find huge comfort in budding bed linen; Ba...
Trident: Results find huge comfort in budding bed linen; Bath linen too expected to ramp up (TRID IN, Mkt Cap USD0.5b, CMP INR64, TP INR82, 28% Upside, Buy) Revenue miss; operational performance in line: TRID's revenue declined 3% YoY to INR11,312m (est. of INR12,300m) in 1QFY19 due to 5.3% YoY de-growth in Textiles business, while Paper & Chemicals business grew by 2% YoY. EBITDA margin expanded 130bp YoY to 21% (est. of 19%). EBITDA increased 3% YoY to INR2,371m (est. of INR2,340m). Adj...
MOSL: Trident (Buy) - Steady amidst turmoil - Paper business drives pr...
Trident: Steady amidst turmoil; Paper business drives profitability; bed linen on steady growth trajectory (TRID IN, Mkt Cap USD0.5b, CMP INR63, TP INR83, 32% Upside, Buy) Steady operating performance; forex loss limits PAT: TRID’s revenue fell 6.1% YoY to INR11,850m in 4QFY18 due to a reduction in duty drawback, currency impact, and a volumes decline in the bath linen segment. EBITDA margin expanded 160bp YoY to 18.3% due to an 80bp decline in raw material cost to 50.9% of net sales and ...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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