BUSINESS
IPCA Labs guidance should move investor focus beyond HCQS, accumulate
There is much more to IPCA Labs than the HCQS opportunity. Its FY21 guidance reflects that.
BUSINESS
Galaxy Surfactants: Growing demand for personal hygiene products a game changer?
Stiffer intensity, uncertain demand environment and lower discretionary spending pose key risks
BUSINESS
Britannia: Advantage Supply Chain
BUSINESS
Lupin: A watershed year for the US business?
BUSINESS
Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?
BUSINESS
Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers
BUSINESS
Marico Q4: Portfolio focus on essentials a positive, accumulate on declines
BUSINESS
Fed April meet: Liquidity backstop to remain till sustained economic recovery
BUSINESS
Is ITC a good buy after the sharp correction?
BUSINESS
HUL Q3: Boring is good
BUSINESS
The Corona virus scare: What’s in it for investors?
BUSINESS
Budget preview: Rural stimulus & protectionist measures may aid consumption stocks
BUSINESS
Early Q3 picks: Remain selective and pay attention to fine print
BUSINESS
US, China trade smileys – Equity risk premium now takes a back seat
BUSINESS
Tata Global Beverages: Premium is on business restructuring, valuation fair
BUSINESS
Himadri Speciality: Well-placed to deliver long-term earnings growth
BUSINESS
Ideas for Profit | Apcotex Industries: Hit by auto slowdown, capex execution remains key
BUSINESS
Ideas for Profit | An agrichem small cap undergoing a pharmaceutical makeover
BUSINESS
Food colour companies flash green
BUSINESS
Ideas for Profit | SH Kelkar: Recovering from domestic slowdown and restructuring
BUSINESS
Balaji Amines: Green clearance sets up the right pitch
BUSINESS
Aarti Industries Q2: Margin profile stands out; buy on dips
BUSINESS
Ideas for Profit | Britannia: Demand growth recovery may take up to 3 qtrs; time to book gains
BUSINESS
Ideas for Profit | SRF Q2: Chemicals lead the way; accumulate
