Brokerage Radar: JPMorgan on India consumer





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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