BUSINESS
For Siemens, structural story burns bright, but mind the valuation
Growth drivers of Siemens in place, but high valuations could be an issue in the near term
BUSINESS
KEI Industries: Aiming to recover in the second half
While business is going through a short term pain, valuations of KEI Industries are in a good shape
BUSINESS
Cummins India: No re-rating on the cards
Short term pain not adequately priced in for Cummins' valuations
MONEYCONTROL-RESEARCH
Thermax: Rich valuation and near-term pressure on earnings to limit returns
Expensive valuation can put a cap on price appreciation even though Thermax's business is relatively better
BUSINESS
Indian Energy Exchange: Strong business performance drives stock to new high
While growth drivers are in place, valuation could limit returns in the near term for Indian Energy Exchange
BUSINESS
Larsen & Toubro sees COVID second wave as a blip, not a derailment
Despite impact of second wave of COVID-19, the company has guided for 13-15 percent revenue growth in FY22 as it thinks the present crisis is short term and its impact would be lesser
TRENDS
Naval Ravikant’s formula for health, wealth and good life
Naval's life equation is gold mine for many curious minds who are eager to learn health, wealth and happiness
BUSINESS
KEC International: Short-term speed breakers; stock trades at reasonable valuations
The KEC stock is still cheap at 12 times its fiscal 2023 estimated earnings, particularly in light of growth, strong balance sheet and orders in hand
BUSINESS
Praj Industries: Two-fold jump in orders fuels strong growth
Recent spike in share price of Praj Industries captures near-term positives
BUSINESS
This single advice of Charlie Munger can improve your thinking ability remarkably
Thinking is crucial, but even equally critical is how to think. Charlie Munger's technique is worth a look
TRENDS
ABB India: Business recovery could take a pause led by second wave of virus
Fundamentals start to reflect second wave of COVID, which may only accentuate in coming months
TRENDS
Power Grid InvIT: Offering good and predictable yield
With secured cash flows, long-term nature of the assets, strong balance sheet, support of the parent and the highest credit rating, the Power Grid InvIT issue should reward its unit holders
BUSINESS
8 big ideas from the book 'The hard thing about hard things'
Author Ben Horowitz talks about why building a company is tough and shares nuggets of wisdom on dealing with these adversities from his own experience
TRENDS
Grauer & Weil (India): A high quality business available at attractive price
Despite the huge stress and crisis caused by COVID-19, Grauer & Weil has remained profitable
MONEYCONTROL-RESEARCH
Indian Energy Exchange: Creating a valuable franchisee model
The company has built a strong competitive advantage and a dominant position in the power trading space. This is only growing as more and more volumes shift to exchanges.
BUSINESS
MTAR: Good long-term play despite strong listing
The strong listing of MTAR Technologies in the secondary market has lifted valuation to around 75 times
BUSINESS
NCC: On the growth runway
With robust earnings visibility and improving execution, earnings are expected to grow strongly over the next two years which would drive the NCC stock
BUSINESS
KEI Industries is back to the growth path
Business activity is returning to pre-covid levels, earnings could surprise on the higher side in the coming quarters
BUSINESS
Reliance Industries: On a four-lane superhighway
The proposed reorganisation of the O2C business adds to the prospect of raising growth capital, which in turn will serve as a catalyst for the legacy growth engine of RIL
BUSINESS
Engineers India: More room for growth
Strong order book recovery in execution to support growth for EIL in coming quarters
BUSINESS
ION Exchange: What ails this company?
Drop in revenues and lower order book raise concerns over ION Exchange's near-term growth
BUSINESS
Power Grid: Focus is on earnings return
With higher capitalisation likely in the current quarter, better utilisation of assets and contribution from other ventures should translate into higher growth for Power Grid in 2020-21
BUSINESS
Va Tech Wabag: Higher execution and improving balance sheet to support growth
Led by higher execution and strong order book, Va Tech Wabag is set to deliver higher growth
MONEYCONTROL-RESEARCH
ABB India: Revival of private capex key to supporting lofty valuation
High price to earnings and lack of growth in the near term for ABB India leave very little for investors
