Directional correlation between EPS revisions and stock price performance
Relative valuations are now close to Long term averages
Buy on any dips: Asian Paints, Tata Consumer, Jubilant Food, United Spirits
Key avoids - Nykaa, Adani Wilmar, Britannia, HONASA
On sidelines - Crompton Greaves Consumer, Colgate
Compounding earnings growth - Avenue Supermarts, Titan, Nestle, Pidilite, Havells
Attractive risk-reward - HUL, Godrej Consumer
Potential Turnaround - United Breweries (Source: ETNow)
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