MONEYCONTROL-RESEARCH
Mazagon Dock Shipbuilders: A defensive play at attractive valuation
Recent correction in share prices makes this stock an attractive buy
BUSINESS
Va Tech Wabag: Business stumbles, but valuation offers a bargain
Given that the stock is available at a deep discount to its intrinsic value and the issues the company face are merely short-term in nature, the stock makes for a good contrarian bet
BUSINESS
Engineers India: Business takes a pause, but valuation appealing
On a P/E basis, the stock is trading at around 8 times its FY24 estimated earnings and offers close to 6 percent dividend yield. The stock offers good margins of safety and the outlook could improve as the fundamentals improve gradually
BUSINESS
Bharat Electronics: Pain points easing, growth to restart this year
With growth returning and valuations reasonable, the stock offers good risk-reward
BUSINESS
Adani Ports & SEZ: More fuel left for its acquisition-led growth
The Adani Ports stock is loaded with value, considering the valuations and earnings visibility
BUSINESS
Thermax: Valuations way ahead of expectations
High valuations could limit stock price returns in the short to medium term
MONEYCONTROL-RESEARCH
Cummins India: Moderation in growth, higher valuation can pose near-term risk
Rich valuations and possible slow growth in earnings could keep the Cummins India stock under pressure
MONEYCONTROL-RESEARCH
MTAR Technologies: A growth stock available at reasonable valuations
Strong earnings growth and low valuations to support stock
BUSINESS
Power Grid Corporation of India: Growth at a critical juncture, dividend to support stock
In terms of earnings, monetisation of assets, higher other income and stabilisation of operating margins should support PowerGrid growth
BUSINESS
Hindustan Aeronautics: What can ground its near-term returns?
Revenue visibility of HAL is improving with the increase in orders in hand
BUSINESS
NTPC: Favourable earnings outlook, valuation to support stock
The NTPC stock deserves attention in light of improving growth visibility and attractive valuations
BUSINESS
IRB Infrastructure Developers: Can the stock regain dizzy heights?
IRB Infra stock trades at critical levels, sustaining above these levels consistently will be key to re-rating
BUSINESS
KEI Industries: Business improving, but valuation can cap near-term returns
Higher valuations could pose a risk in the near term for KEI Industries
MONEYCONTROL-RESEARCH
L&T: Outlook remains positive despite concerns
Valuations turn attractive post correction
BUSINESS
JSW Energy: Higher valuations could cap near-term upside
Keeping aside valuation risk, earnings visibility and strong balance sheet should support the stock in the long term
BUSINESS
Tata Power: Future looks bright, but valuation may cap upside in the near term
Growth from the generation business of Tata Power is set to be much higher
BUSINESS
Shakti Pumps: Delay in business recovery and margin pressure add to its woes
While market fear about growth valuation offer huge comfort
BUSINESS
Indian Energy Exchange: Capitalising on opportunities in the power sector
High valuation could keep the IEX stock under pressure even though fundamentals remain strong
BUSINESS
Macrotech Developers: More than promising
Recent correction in the stock provides good opportunity as valuation turns attractive
BUSINESS
Defence stocks could still be the best long-term bet
Despite recent rally, the defence stocks offer solid value from the long-term perspective
COMPANIES-2
Should you enter Tata Power, post the renewable energy deal?
Tata Power has struck the long-awaited deal for its renewable energy portfolio.
BUSINESS
Hindustan Aeronautics: What strategy should you go in for?
Recent spike in share prices and higher valuations pf HAL could cap returns in the near term
BUSINESS
BEL: A good bargain in the defence space
Valuation of BEL offers more room for stock appreciation
MONEYCONTROL-RESEARCH
Mazagon Dock: What does it bring to the table?
Strong recovery in earnings and low valuations to support stock
