BUSINESS
Thermax: Domestic recovery to aid growth, but valuation factors in near-term growth
Recent outperformace in Thermax could limit near term upside
BUSINESS
Adani Ports & SEZ: Value emerging despite the earnings miss
Adani Ports and SEZ is sitting on a good amount of cash, and expecting to generate free cash flow of close to Rs 6400 crore
BUSINESS
Infrastructure and Engineering: Prime billing in Budget 2022, companies in sectors to benefit
The budget’s laser focus on capital expenditure and promoting domestic manufacturing unleashes opportunities for companies in these sectors
BUSINESS
NTPC: Value unlocking could drive stock higher
Value unlocking in renewable business and improving earnings to support the NTPC stock
BUSINESS
Larsen & Toubro: Strong pipeline, stable earnings to support stock returns
L&T expects close to Rs 4 lakh crore of orders in the pipeline, the highest in the recent past, providing a strong revenue visibility
BUSINESS
Indian Energy Exchange: All-round growth pushes Q3 earnings higher
Led by higher contribution from new segments and markets, IEX logs strong growth in revenue
BUSINESS
Shakti Pumps: In a recovery mode, growth likely to resume
The Kusum-2 scheme, which envisages to install 317000 solar pumps, offers a huge opportunity for companies like Shakti
BUSINESS
JSW Energy: Recent huge outperformance could limit stock returns in the near term
Valuations of JSW Energy have spiked making it an unattractive bet now
BUSINESS
Looking for a defensive bet for a volatile market? Here's one
Attractive valuation and improving fundamentals make Mazagon Dock a great buy
BUSINESS
Infrastructure sector: From good to great
Government aims to almost double the infrastructure spend under the National Infrastructure pipeline, providing huge growth opportunity for the infrastructure companies
BUSINESS
NTPC valuation stands out on risk-reward maths
Considering low valuation and improving earnings visibility, the NTPC stock could take on shine again
MONEYCONTROL-RESEARCH
Bharat Dynamics: Fundamentals get back in shape, ready to fire?
Improving execution and strong order book to support growth
BUSINESS
Weekly Tactical Pick: Bharat Electronics
Fundamentals improving; order book provides good revenue visibility
BUSINESS
Defence shipbuilding stocks: Time for higher growth and a likely rerating
BUSINESS
Data Patterns IPO: A rewarding affair for shareholders
Strong pipeline of orders and a sound business model key positives for Data Patterns
BUSINESS
This railway stock is chugging along. Should you hop on?
Strong revenue visibility and attractive valuation to support the IRCON stock from here on
BUSINESS
Shriram Properties IPO: Strong revenue visibility, business quality to create value
Strong pipeline of projects to support Shriram Properties growth and help it return to profits
BUSINESS
Interview | Incremental growth for Lodha will mainly come from joint development projects: MD & CEO Abhishek Lodha
Going forward, Lodha will be able to generate 40 percent of sales through the joint development model, says the top boss at Lodha Developers
BUSINESS
Tega Industries IPO: A niche quality play in global mining space
High quality and predictability of the business make Tega Industries a good choice to apply
BUSINESS
Engineers India: Valuation reflects near-term pain
Fundamentals of EIL take a hit on account of COVID-19, but valuation more than factors in the pain
BUSINESS
Input cost inflation upsets earnings maths for ION Exchange
Lower earnings this year are seen to take a toll on Ion Exchange's share prices as valuation stays on the higher side
BUSINESS
Thermax: Business improves, but valuation tempers excitement
While Thermax business witnesses a sharp recovery, valuations are seen to limit stock upside
BUSINESS
NTPC: Odds in favour on the back of higher earnings visibility and undemanding valuations
Stock offers good value despite solid earning growth trajectory
BUSINESS
KEC International: Expecting recovery in the second of current fiscal
Despite the recent run up, the KEC stock is reasonably valued, given the expected earnings recovery in the second half of 2021-22
