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
BUSINESS
Cummins India: Earnings upgrade, improving visibility to support stock
Earnings witness boost led by higher domestic demand
BUSINESS
Tata Power: Generation disappoints, but renewable portfolio drives growth
Recent run-up in share prices of Tata Power leaves little scope for appreciation in the near term
BUSINESS
L&T: Strong order inflows, recovery in services business to support near-term growth
With newer businesses, sustainable and profitable growth and higher cash generation, L&T is well positioned to capture the growth upcycle
BUSINESS
Adani Ports & SEZ: Taking business to higher scale
Economic recovery and contribution from the new businesses help Adani Ports deliver better growth
BUSINESS
Indian Energy Exchange: Coal crisis stokes stock run-up
At the current price, the IEX stock offers little margin of safety
BUSINESS
Larsen & Toubro: This large-cap stock offers deep value, good margins of safety
Our SOTP suggests that the L&T stock is valued about 20 percent lower than its intrinsic value
BUSINESS
EV sales are running up in India. Seven stocks to ride
In a bid to move towards cleaner energy and environment-friendly transportation, the world has been moving away from internal combustion engine (ICE)-driven vehicles to battery-driven electric vehicles (EVs). In this note, we identify companies, across the EV ecosystem, which could benefit when EV penetration starts to pick up at a faster pace
BUSINESS
Global coal crisis is playing out big. Who wins, who loses at home?
International coal prices are likely to remain elevated for some time due to supply issues and companies with exposure to imported coal is likely to be impacted
BUSINESS
At Tata Power, business revamp is talking it loud
Focus on restructuring, cost reduction, lower debt and emerging business to support stock valuation
BUSINESS
Why has MTAR rallied so much? Many factors are at work
Strong earnings visibility of MTAR Tech to give a leg-up to valuation and stock
BUSINESS
Paras Defence IPO: Move with extreme caution
The IPO of Paras Defence and Space Technologies lacks a convincing story for investors
