Moneycontrol PRO

Anubhav Sahu

Principal Analyst

Moneycontrol Research

Hindustan Unilever: Can the elephant dance like a Pro?

BUSINESS

Hindustan Unilever: Can the elephant dance like a Pro?

Going forward, challenges cited by HUL are uncertain growth outlook for urban areas, inflationary pressure and subdued prospects for winter

Phillips Carbon: A commodity chemical play at attractive valuation

BUSINESS

Phillips Carbon: A commodity chemical play at attractive valuation

In the medium term, Phillips Carbon Black's growth is likely to be a function of volume growth

Bhansali Engineering: Proxy to auto recovery, but can it re-rate from here?

BUSINESS

Bhansali Engineering: Proxy to auto recovery, but can it re-rate from here?

While Bhansali Engineering's current trading multiples are at a discount to sector and its own historical highs, we believe there is limited scope for re-rating from here

This food colour company’s business model makeover and capex plans need a close watch

BUSINESS

This food colour company’s business model makeover and capex plans need a close watch

In the near term, an improving product mix, lower share of trading business and backward integration are expected to improve earnings for Vidhi Specialty

Cadila: a formidable play in Covid times and beyond

BUSINESS

Cadila: a formidable play in Covid times and beyond

Cadila is not only a credible Indian pharma striving for a Covid solution, but on a longer time scale is an interesting watch in the large-cap space witnessing a significant transformation in product portfolio.

What’s in store for Shivalik Rasayan?

BUSINESS

What’s in store for Shivalik Rasayan?

What goes in favour of Shivalik Rasayan is a strong promoter who has been instrumental in reviving legacy businesses

Chemcon IPO: A strong import substitute play, but does it merit investors’ attention?

BUSINESS

Chemcon IPO: A strong import substitute play, but does it merit investors’ attention?

With respect to the industry’s historical valuation multiple range, Chemcon’s multiples are at the higher end.

Perrigo’s pain is a windfall for Cipla, Lupin

BUSINESS

Perrigo’s pain is a windfall for Cipla, Lupin

This recall of Albuterol product by Perrigo has an immediate positive impact on the sales of similar respiratory products by competitors such as Cipla and Lupin

Post weak operational show for this Vitamin D API maker, what’s in store for investors?

BUSINESS

Post weak operational show for this Vitamin D API maker, what’s in store for investors?

Fermenta Biotech is looking to capitalise on the API sourcing shift to India by focusing on product extensions and capacity expansion

Fed: Low for longer extends through 2023

BUSINESS

Fed: Low for longer extends through 2023

Markets react to delta/change in events, numbers and narrative. Prospects of additional fiscal stimulus, geopolitical risks and uncertainty with respect to US elections will get more and more investor attention

Aurobindo Pharma: Shot in the arm for Covid vaccine development programme

BUSINESS

Aurobindo Pharma: Shot in the arm for Covid vaccine development programme

Vaccine capacity creation puts Aurobindo in the league of Serum Institute of India and Cadila in the race for a Covid drug

Is Shivalik Rasayan’s valuation fair after the recent run-up?

BUSINESS

Is Shivalik Rasayan’s valuation fair after the recent run-up?

Investors should acknowledge that traction in oncology value chain – APIs and formulation – could be a game changer, not only in terms of top line growth but also margin profile

Hikal: Focus on operational risk management adds to conviction

BUSINESS

Hikal: Focus on operational risk management adds to conviction

Any protectionist measure from the government, given the recent trend towards ant-dumping duty and Make in India theme could disproportionately benefit the Hikal

Fed: There are things like the Virus which money can’t buy, for everything else it’s the US FED

BUSINESS

Fed: There are things like the Virus which money can’t buy, for everything else it’s the US FED

This however doesn’t take away the risks. The virus is the central risk. It can jeopardise and delay the economic recovery, leading to more financial instability

Nestle: Strong cash flows help it combat headwinds

BUSINESS

Nestle: Strong cash flows help it combat headwinds

Investors should take comfort from the fact that Nestle has continued to focus on innovation and has launched 71 new products since 2016

Tech Mahindra – Better numbers may support a trading rally

BUSINESS

Tech Mahindra – Better numbers may support a trading rally

The geo-political tug of war is a crucial factor for the 5G rollout and hence, Tech Mahindra sees this opportunity coming in phases. We see the play panning out from H2 FY22 onwards

Pharma: Trump’s executive orders may possibly provide better market access opportunities

BUSINESS

Pharma: Trump’s executive orders may possibly provide better market access opportunities

Indian drugmakers such as Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma and a few small-sized pharma companies such as Laurus Labs may benefit from a likely revamp of US medicare

Himadri Speciality: Outcome of carbon black anti-dumping review a key event to watch

BUSINESS

Himadri Speciality: Outcome of carbon black anti-dumping review a key event to watch

Himadri Speciality's valuations are still ahead of peers in the carbon space but justified due to diversified and vertically integrated portfolio

Balaji Amines —  Time to book profit

BUSINESS

Balaji Amines — Time to book profit

Balaji Amines' operating margins take on shine on the back of softening raw material prices and a better product mix

RIL AGM | Google on board; 5G ready

ANNOUNCEMENTS

RIL AGM | Google on board; 5G ready

The RIL AGM saw two big-bang announcements: Google’s investment in Jio Platforms, which was more or less expected, and being 5G ready with solutions

How to position your portfolio for the coming US elections

BUSINESS

How to position your portfolio for the coming US elections

A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.

Rossari Biotech: Healthy long-term prospects, but richly valued IPO

BUSINESS

Rossari Biotech: Healthy long-term prospects, but richly valued IPO

Rossari is led by technocrats having strong domain knowledge, which in turn has helped in superior execution of capex projects in the past and diversification to new end markets

Navin Fluorine: Time to book gains?

BUSINESS

Navin Fluorine: Time to book gains?

In medium term, Navin Fluorine's growth should be driven by higher margin businesses of CRAMS and specialty business segments

Bodal Chemicals could benefit from the attempt to curb Chinese imports

BUSINESS

Bodal Chemicals could benefit from the attempt to curb Chinese imports

The Bodal Chemicals stock should command a valuation premium because of its vertically integrated business model

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