BUSINESS
Road construction: Why some stocks can be significantly rerated
We remain positive on our high conviction ideas such as KNR Constructions, PNC Infratech and HG Infra as lower debt to equity and better execution capabilities will act as tailwinds
BUSINESS
Kalyan Jewellers: Weak listing; are there better alternatives?
We recommend switching to alternative stocks with better operating metrices and significant valuation discount such as Thangamayil Jewellers. For investors eyeing bigger play in jewellery space, Titan remains the best choice
BUSINESS
Barbeque Nation Hospitality IPO: Are they cooking a profitable recipe?
BNHL is one of the fastest growing restaurant chains with strong brand loyalty; a rare restaurant brand with history of gaining scale
BUSINESS
Thangamayil Jewellery: Set to glitter more
Thangamayil Jewellers is trading at significant discount to Kalyan Jewellers IPO valuation despite better performance and strong balance sheet, leaving possibility of stock rating
BUSINESS
Kalyan Jewellers: Will it add glitter to your portfolio?
Even though Kalyan Jewellers is present in 21 states, it is still largely a regional player as it derives about 60 per cent revenues from South India
BUSINESS
V-Mart Retail: Does the value retailer have the right elements for a portfolio value?
With the recently concluded QIP issue and the industry reaching normalcy, V-Mart is ready to turn over the leaf for the next growth script
BUSINESS
NCC: On the growth runway
With robust earnings visibility and improving execution, earnings are expected to grow strongly over the next two years which would drive the NCC stock
CORONAVIRUS
Authorities in J-K's Budgam order closure of 3 schools after detection of COVID cases
In a letter to the three schools, the nodal officer for COVID-19 mitigation advised the institutions to close the school premises for at least three days in view of detection of COVID-19 cases during random testing.
BUSINESS
Aditya Birla Fashion and Retail: Is the fashion giant ready for the next growth loop?
With the rights issue and investment by Flipkart, Aditya Birla Fashion has substantially reduced its debt and is now well capitalised to tap into growth opportunities
BUSINESS
Construction sector: Back on growth highway
We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom
BUSINESS
Value innerwears: Is the growth momentum sustainable?
BUSINESS
Lemon Tree Hotels: Better placed to ride the revival wave
BUSINESS
Footwear industry: Finding its feet back
We recommend Relaxo for investors preferring growth. Long-term investors looking for quality play can invest in Bata
BUSINESS
Page Industries: Has the innerwear giant’s growth journey resumed?
With operating leverage and improving efficiency measures, Page Industries is confident of maintaining the historical average margins of 21-22 percent
BUSINESS
Burger King: Is it the right time to taste the 'Whopper'?
BUSINESS
Titan: Glittering performance to continue
Earnings visibility is strong for Titan over the next one to two years
BUSINESS
Dhanuka Agritech: Should we look beyond an imminent margin contraction?
Freight costs may weigh on Dhanuka's margins in near term. Management commentary from peer –Insecticides India - suggests that there has been a five-fold increase in the cost of availing the container service from China to India.
BUSINESS
Trent Limited: Back in fashion
Trent has the strongest balance sheet among apparel players with zero debt (excluding lease liabilities)
BUSINESS
PI Industries: Custom synthesis giant waiting for another orbit
We like the PI Industries' focus on custom synthesis and manufacturing which has helped it become a “partner of choice” for global agrochemical majors
