BUSINESS
Thirumalai Chemicals Q4 review: Turnaround in Malaysian arm key positive
At present, the stock is trading at a multiple of nine times FY19e earnings, which is at a discount compared to peers in the chemical sector.
BUSINESS
Fed's Dec meeting: Market not factoring Fed projections for 3 rate hikes in 2018
Should markets catch up with Fed's expectations as they did in 2017 when owing to higher yields in US, fund flows headed back?
BUSINESS
Asian Paints: Raw material pricing & volume growth are key factors to watch for
Investors need to watch out how end market demand picks up from hereon. Elevated raw material prices are expected to weigh on margins in the near-term.
BUSINESS
Infosys Q2 results: Focus shifts back to business
Overall, first quarterly result of Infosys, after Nilekani takes over office is about a refocus on earlier defined strategic and operational priorities.
BUSINESS
Graphite India Q2: Gains from improved pricing; Watch out for fresh contracts
While it is expected to continue with the healthy operating performance as it benefits from the pricing trends, investors should keep an eye on long-term contracts to be inked during October-December in 2017.
BUSINESS
Colgate: Weak volumes despite price cuts signal further market share decline
The falling market share for this single product category company keeps us concerned and we prefer to wait on the sidelines before we see any definitive signs of improvement.
