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Anubhav Sahu

Special Analyst

Moneycontrol Research

Fed December meet: The status quo adds to 'lower for longer' stance

BUSINESS

Fed December meet: The status quo adds to 'lower for longer' stance

Lower raw material prices helped these two oleochemical makers in Q2. Will the advantage sustain?

BUSINESS

Lower raw material prices helped these two oleochemical makers in Q2. Will the advantage sustain?

Tyche Industries: Strong Q2 points to step-up in utilisation levels

BUSINESS

Tyche Industries: Strong Q2 points to step-up in utilisation levels

Ideas for Profit | SH Kelkar: Recovering from domestic slowdown and restructuring

BUSINESS

Ideas for Profit | SH Kelkar: Recovering from domestic slowdown and restructuring

Rain Industries: Near term challenges remain, but situation improving and valuations appear inexpensive

BUSINESS

Rain Industries: Near term challenges remain, but situation improving and valuations appear inexpensive

Balaji Amines: Green clearance sets up the right pitch

BUSINESS

Balaji Amines: Green clearance sets up the right pitch

HEG Q2: Supply demand situation expected to normalise by June 2020

BUSINESS

HEG Q2: Supply demand situation expected to normalise by June 2020

Aarti Industries Q2: Margin profile stands out; buy on dips

BUSINESS

Aarti Industries Q2: Margin profile stands out; buy on dips

Sequent Scientific: Europe, US may just offer the earnings kicker

BUSINESS

Sequent Scientific: Europe, US may just offer the earnings kicker

Only those who can stomach high risks should consider this opportunity

Ideas for Profit | Britannia: Demand growth recovery may take up to 3 qtrs; time to book gains

BUSINESS

Ideas for Profit | Britannia: Demand growth recovery may take up to 3 qtrs; time to book gains

Ideas for Profit | SRF Q2: Chemicals lead the way; accumulate

BUSINESS

Ideas for Profit | SRF Q2: Chemicals lead the way; accumulate

Alkyl Amines: Is it the right chemical for your portfolio?

BUSINESS

Alkyl Amines: Is it the right chemical for your portfolio?

Emami Q2 review: Earnings visibility remains dim amid protracted slowdown

BUSINESS

Emami Q2 review: Earnings visibility remains dim amid protracted slowdown

Godrej Consumer Q2: Volume growth offsets lower pricing; Valuation relatively expensive

BUSINESS

Godrej Consumer Q2: Volume growth offsets lower pricing; Valuation relatively expensive

Balaji Amines Q2: Strong uptick in volumes to aid rerating

BUSINESS

Balaji Amines Q2: Strong uptick in volumes to aid rerating

Dabur Q2: Volume growth ex-beverages ahead of sector; Improving reach key positive

BUSINESS

Dabur Q2: Volume growth ex-beverages ahead of sector; Improving reach key positive

Atul and Amal: New growth catalysts emerging even as slowdown intensifies

BUSINESS

Atul and Amal: New growth catalysts emerging even as slowdown intensifies

Classroom | Key parameters to look at when investing in pharma companies (Equity: Part 22)

BUSINESS

Classroom | Key parameters to look at when investing in pharma companies (Equity: Part 22)

It is important to understand the basic business model. Is the company selling finished drugs or APIs? Does it sell in regulated markets or markets with low regulation?

Laurus Labs Q2: Change in product mix and improved margins key positives

BUSINESS

Laurus Labs Q2: Change in product mix and improved margins key positives

Tata Global Beverages Q2: Strong show led by volume growth; Key positives factored in

BUSINESS

Tata Global Beverages Q2: Strong show led by volume growth; Key positives factored in

Classroom | What to look at when investing in FMCG companies  (Equity: Part 20)

BUSINESS

Classroom | What to look at when investing in FMCG companies (Equity: Part 20)

Here are the key parameters you should consider when investing in fast-moving consumer goods (FMCG) companies.

Fed’s 'lower for longer' stance for rates a positive for EM asset classes

BUSINESS

Fed’s 'lower for longer' stance for rates a positive for EM asset classes

Colgate Palmolive (India): Market share stabilises, but it’s already priced in

BUSINESS

Colgate Palmolive (India): Market share stabilises, but it’s already priced in

Hikal Q2 faced multiple headwinds, top line set to get back mojo in FY21

BUSINESS

Hikal Q2 faced multiple headwinds, top line set to get back mojo in FY21

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