BUSINESS
Va Tech Wabag: Back in the reckoning
The stock valuation of Va Tech Wabag is quite attractive, considering the strong revenue visibility and turnaround in the business
BUSINESS
Engineers India buyback to create value for its shareholders
Low valuation and buyback to support EIL stock in the near term
BUSINESS
Shakti Pumps: A bargain bet with turnaround in operations and strong earnings visibility
Although earnings visibility has improved, investors need to be extremely careful and track Shakti Pumps closely
BUSINESS
Antony Waste IPO: A niche play in a growing market
Strong competitive advantage in a growing market makes this IPO from Antony Waste a good long-term play
BUSINESS
KEI Industries: Focus on high growth profitable segments to drive profitability
Swift recovery in earnings a good indication of KEI Industries stock getting rerated
BUSINESS
Adani Ports & SEZ: Krishnapatnam Port to create value for shareholders
The Krishnapatnam Port acquisition is fairly large and will have a significant impact on Adani Ports' volumes and earnings
BUSINESS
Mazagon Dock Shipbuilders: Quality at attractive price
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
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
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
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
BUSINESS
Cummins India: Waiting for FY22
Financial year 2022 numbers are expected to be normal or better than those of 2020-21.
MONEYCONTROL-RESEARCH
Garden Reach Shipbuilders & Engineers: Growth slows, but outlook remains stable
BUSINESS
What we can learn from Coal India’s faulty capital allocation
Holding cash too much for too long could destroy shareholders' values, Here is a case study of how Coal India is doing this.
MONEYCONTROL-RESEARCH
Vedanta: Delisting could support the stock price
MONEYCONTROL-RESEARCH
L&T: A period of consolidation
MONEYCONTROL-RESEARCH
Vedanta: A contrarian at the gate
The company informed stock exchanges about a proposal received from the promoter group Vedanta Resources to delist Vedanta
BUSINESS
Indian Energy Exchange: Quality at a reasonable price
BUSINESS
Are we as investors victims of the 'Greater Fool Theory'?
BUSINESS
Cummins India: A high quality company at a distressed valuation
BUSINESS
Indian non-ferrous metals: Can they survive the COVID-19 led price collapse?
BUSINESS
COVID-19 to tip infrastructure and construction sector into troubled waters
BUSINESS
A little philosophy to preserve your sanity in these treacherous markets
Stoicism is a great discipline for investors in these uncertain times
BUSINESS
Looking for safety? This stock can be a good option
