BUSINESS
Apeejay Surrendra Park Hotels: Why you should buy this hotel stock
Apeejay Surrendra Park Hotels is among the quality hotel stocks with a strong brand, and industry-leading occupancy and return ratios. A pickup in growth would lead to a re-rating.
BUSINESS
Senco Gold: Glowing long-term prospects
Senco Gold has a glittering future as demand picks up on the back of customs duty cut and shift of consumers to the organised jewellery segment
BUSINESS
Goldiam International: Glittering growth prospects
With in-house manufacturing capability, innovative designs, and established relationships with key retail clients in the US, Goldiam is expected to sustain the outperformance in the fast-growing LGD space
BUSINESS
Sky Gold: Sparkling growth prospects
The company is emerging as a preferred manufacturer of lightweight jewellery, given the varied design offerings as well as the recent shift to a much larger plant.
BUSINESS
Trent: Industry-leading show continues
While the stock’s valuations are at a premium, the consistent industry-leading performance and robust earnings outlook would continue to drive it.
BUSINESS
Lemon Tree Hotels: Major renovations to boost long-term outlook
The company would largely complete renovations by FY26, and we expect a strong increase in ARRs after that. With a new and upgraded overall room portfolio, LMNT is likely to report much stronger results from H2FY26.
BUSINESS
EIH: Weak Q1, but strong growth outlook
EIHL has lined up healthy room addition plans and aims to add about 50 properties and about 4,500 keys by 2030, which is more than double the current room count
BUSINESS
NCC Limited: Strong outlook but stretched valuations
The company stands to benefit immensely from the revival of the Amaravati city project. It is also projecting a strong order inflow for FY2025, and has a robust and a well-diversified order book.
BUSINESS
FirstCry: Should investors subscribe to this IPO?
Long-term outlook is promising, given its strong brand, niche positioning, robust execution capabilities, and the potential for margin improvement.
BUSINESS
Titan Company: Near-term margin hit; glowing long-term prospects
Organised jewellery players have huge headroom for growth, helped by the duty cut and favourable regulatory measures
BUSINESS
Ceigall India: Should you subscribe to this construction company IPO?
With specialisation in structure development, the company is qualified to bid for large-ticket projects. It would be a beneficiary of the government’s infrastructure push.
BUSINESS
Thangamayil Jewellery Ltd: Near-term margin impact; shiny outlook for the long term
While there would be a temporary hit on margins, the reduction in customs duty on gold imports to 6 percent, from 15 percent earlier, is a long-term positive for the organised jewellery industry.
BUSINESS
Larsen and Toubro: Expect better recovery, aided by higher execution, order inflows
Higher public capex allocation in the domestic market and a rebound in the international market are the expected growth levers
BUSINESS
Limited sops from the Budget for consumption with no direct rural benefit
The expected growth in GDP is the likely saviour for consumption stocks.
BUSINESS
Infrastructure to continue its growth momentum as Budget 2024 retains focus on capex
Strong capital outlay for the infrastructure sector should provide enough revenue visibility particularly in the light of slowdown in the first three months of the current fiscal
BUSINESS
Budget's duty reduction on leather imports to boost demand
Footwear prices should come down by 5 percent following the Budget move
BUSINESS
Why this infrastructure stock is a big beneficiary of Union Budget 2024
The central government commits funds to develop the eastern region with focus on Andhra and Bihar
BUSINESS
Duty cut in Union Budget 2024 to add glitter to demand for gold, silver
The benefit to jewellery buyers should be to the tune of 6 percent
BUSINESS
Indian Hotels Company: Temporary blip in Q1 FY25; long-term story intact
IHCL, with a strong brand and parentage, diverse offerings and a strong balance sheet, is among the best stocks to play the industry up-cycle.
BUSINESS
Reliance Industries Q1: Positive results, favourable outlook
RIL’s leadership in retail, oil and telecom will drive sustainable cash flows whereas investment in renewables and clean energy make it an attractive bet on the transformation of the energy sector
BUSINESS
What can Union Budget 2024 do to sustain the dream run in infrastructure sector?
Budget 2024-25: Railways, Defence and Highways are expected to remain the key focus areas of capital spending. These three sectors together are expected to contribute about 63 percent to the overall budgetary spend
BUSINESS
D-Mart: Margin miss in Q1; valuations expensive
Given the nature of the operating costs (improving the consumer experience and future capability), they are likely to continue rising in the near to medium term, which would restrict margin improvement
BUSINESS
KNR Constructions: New order wins to drive re-rating
The company has guided to order inflows of about Rs 6,000 crore this fiscal
BUSINESS
Titan Company: Q1 misses estimates; long-term story intact
The key jewellery business put up a muted performance on higher gold prices and other factors
