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Moneycontrol

Jitendra Kumar Gupta

Moneycontrol

Mazagon Dock Shipbuilders: Quality at attractive price

BUSINESS

Mazagon Dock Shipbuilders: Quality at attractive price

ION Exchange: Earnings trajectory remains intact despite stress

BUSINESS

ION Exchange: Earnings trajectory remains intact despite stress

ION Exchange has been able to hold on to its margins and we believe that higher utilisation will only lead to better margins.

Cochin Shipyard: Attractive valuations, earnings to rebound in FY22

BUSINESS

Cochin Shipyard: Attractive valuations, earnings to rebound in FY22

Cochin Shipyard trading at attractive valuation despite good revenue visibility

Howard Marks Part-1: We cannot predict future, but we can prepare

BUSINESS

Howard Marks Part-1: We cannot predict future, but we can prepare

It is not only our ability to predict but predicting better than the others that matters the most, says the noted investor thinker

Cummins India: The worst getting reflected in the price

BUSINESS

Cummins India: The worst getting reflected in the price

Earnings for Cummins India take a short pause, but valuation turns attractive

Thermax: Capex recovery not on the horizon

BUSINESS

Thermax: Capex recovery not on the horizon

Thermax's efforts are seen to pay good dividends mostly in the next fiscal, particularly in light of delayed recovery in energy and environment segments

Power Grid: Valuation looks attractive

BUSINESS

Power Grid: Valuation looks attractive

A strong balance sheet, the non-cyclical business model, good opportunities in transmission and its sectoral domination put Power Grid in a position of strength

Worst is over for Adani Ports & SEZ

BUSINESS

Worst is over for Adani Ports & SEZ

Business activity for Adani Ports is picking up. Expect strong rebound in earnings next fiscal

BEML: Pandemic-led stress could delay its recovery

BUSINESS

BEML: Pandemic-led stress could delay its recovery

Strong order book and balance sheet of BEML provide comfort

This high quality small cap is reasonably valued

BUSINESS

This high quality small cap is reasonably valued

KEI Industries is sitting on an order book of close to Rs 2,951 crore, which is a good indicator of revenue visibility

What should you bet on to play the import curb theme in the defence sector?

BUSINESS

What should you bet on to play the import curb theme in the defence sector?

Bharat Electronics, Cochin Shipyard, Garden Rich Shipyard and Hindustan Aeronautics (HAL) are seen as big beneficiaries from the import ban

JSW Energy: Valuations turn attractive as stock trades below replacement value

BUSINESS

JSW Energy: Valuations turn attractive as stock trades below replacement value

It will take another couple of quarters for JSW to stabilise the business, considering the current low PLFs, demand and unfavourable pricing environment

Indian Energy Exchange: Valuation ripe for rerating

BUSINESS

Indian Energy Exchange: Valuation ripe for rerating

Despite poor industry environment, IEX continues to deliver growth in earnings

Bharat Electronics offers a good opportunity

BUSINESS

Bharat Electronics offers a good opportunity

Bharat Electronics is sitting on a good amount of cash, which should help in dealing with the current crisis

ABB India: More pain in store

BUSINESS

ABB India: More pain in store

While ABB has recovered to the level of Rs 894 a share now, it is still one of the most costly stocks in the engineering space

More pain in store for L&T

BUSINESS

More pain in store for L&T

L&T will witness pressure on profitability both in core and non-core businesses such as IT and financial services

JSW Energy — Re-rating of stock a distinct possibility

BUSINESS

JSW Energy — Re-rating of stock a distinct possibility

Major risks for JSW Energy loom from the debtor side and a spike in working capital

IRCON International: Story remains compelling

BUSINESS

IRCON International: Story remains compelling

This railway engineering is remotely worried about Covid-19 led issues. What is more earnings trajectory remain strong even if there could be minor disruptions in current fiscal

HG Infra Engineering on a fast track

BUSINESS

HG Infra Engineering on a fast track

HG Infra could see a strong rebound in fiscal 2022 on the back of a strong order book, execution track record and the government’s focus on road projects

KEI Industries offers value

BUSINESS

KEI Industries offers value

Powered by a good performance in its electric cable business, KEI Industries has been able to limit the adverse impact of the Covid-19 pandemic

RITES holds out hope

BUSINESS

RITES holds out hope

The valuation of RITES is quite reasonable in light of opportunities the sector holds

ION Exchange: Take advantage of the short-term pain

BUSINESS

ION Exchange: Take advantage of the short-term pain

Expect a turnaround in fortunes for ION Exchange in the second half of the current fiscal

Engineers India: Strong order book to support growth

BUSINESS

Engineers India: Strong order book to support growth

The management expects project execution will pick up from the second and third quarter of the current fiscal

Cochin Shipyard’s stock in a favourable risk-reward zone

BUSINESS

Cochin Shipyard’s stock in a favourable risk-reward zone

Cochin Shipyard delivers good set of numbers despite pressure on account of Covid-19

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