MONEYCONTROL-RESEARCH
JSW Energy: Conserving energy for better options
The market was critical about the foray into electric vehicles which was not its core and not yet fully understood even by the biggest players in this space.
BUSINESS
Investment lessons from Brookfield, a global contrarian investment firm
Brookfield, which has turned active in India, is well known for its differentiated contrarian strategy that earned it several multi-bagger investments
BUSINESS
Time to bargain hunt in the infrastructure space ahead of general elections
IRB Infrastructure happens to be our top idea in the sector
BUSINESS
Kalpataru Power's Swedish acquisition will prove value accretive
Sweden-based Linjemontage iGrastrop AB (LGAB) is about one-tenth of Kalpataru. It operates in a growing market and has an annual sales turnover of Rs 500 crore.
MARKETS
Praj Industries: A midcap bet on the ethanol opportunity
BUSINESS
Power sector reforms a positive for NTPC, PGCIL
The power sector reforms will benefit state utilities and remove uncertainty over their returns and cash flows.
MONEYCONTROL-RESEARCH
Sadbhav Infrastructure: Monetisation of road assets can ease group debt worries
A potential investment from Canada Pension Plan Investment Board (CPPIB) will help Sadbhav Infra repay some loans to its parent, which in turn needs working capital to execute its existing order book.
BUSINESS
NCC: Lighter balance sheet, improved earnings prospects
A combination of better execution, higher utilisation, positive contribution from subsidiaries and better margin should lead to higher earnings growth
BUSINESS
ABB India demerger: Carving out a better deal for minority shareholders
ABB India’s power grid business accounts for about 40 percent of its revenue and 30 percent of EBIT. It reported a sales turnover of Rs 4,222 crore and an EBIT of Rs 422 crore in CY18
MONEYCONTROL-RESEARCH
Do not ignore this high quality transformer company
BUSINESS
Weekly Tactical Pick: Garden Reach Shipbuilders & Engineers
At the current market price, the stock is offering a dividend yield of close to 5 percent. Besides dividend, GRSE is attractively valued at 10 times its FY19 estimated earnings
BUSINESS
What is keeping Coal India's stock down despite improving fundamentals?
MONEYCONTROL-RESEARCH
Will Adani Enterprises' latest diversification into aviation pay off?
Adani Enterprises has emerged the highest bidder and won the right to operate and maintain all six airports it bid for.
MONEYCONTROL-RESEARCH
Adani Ports and SEZ's acquisition of Agri Logistics: More than meets the eye
Here's why investors are worried about Adani's latest acquisition.
BUSINESS
6 reasons why India's capex cycle is still far from a recovery
Animal spirits in the corporate sector are low and corporate earnings for the December quarter have been nothing to write home about
MONEYCONTROL-RESEARCH
What’s pushing the Coal India stock down?
MONEYCONTROL-RESEARCH
India’s capex cycle: Will the pain end soon or do we have a long wait ahead?
It’s not just the shift in government focus from capex to consumption that is worrying — the results of the upcoming elections is also a source of uncertainty
BUSINESS
First Cut | How costly is JSW Steel’s acquisition of Bhushan Power & Steel's assets?
While the details are not yet available, the deal would also be looked from the perspective of immediate scalability, working capital, synergy benefits and adjoining land bank
MONEYCONTROL-RESEARCH
Why increasing business complications are eroding Tata Steel's predictability
On its part, the company has also been making efforts to simplify and explain the earnings nuances to analysts through multiple presentations.
BUSINESS
Is NTPC hiding its core issues behind dividends and bonus shares?
The company is facing delay in payments from several state utilities and the DISCOMs as state governments spend merrily on social schemes ahead of the elections.
BUSINESS
Adani Ports and Logistics Q3 review: Growth in cargo volume boosts profitability
While the revenue grew by mere 5 percent to Rs 2824 crore, it was largely on account of lower income from the SEZ port-led development income.
MONEYCONTROL-RESEARCH
First cut | Moody’s downgrades Vedanta; better to stay cautious
The cash on books at nearly 50 percent of FY18 net worth has been one of the prime reasons for investors’ apprehensions.
BUSINESS
IRB Infrastructure Developers: Faster execution to drive higher earnings growth
The result was ahead of expectation largely on account of 51% YoY growth in construction segment revenue at Rs 1,253 crore
BUSINESS
Road sector: Time for bargain hunting
Barring a prolonged correction led by extreme uncertainty, some of the construction stocks offer good opportunity.
