BUSINESS
Hindustan Aeronautics: The stock is scaling new highs
Strong entry barriers and high technical capabilities provide sustainability and certainty to the business
BUSINESS
Railway Engineering Sector: Short-term volatility to provide good long-term opportunity
Railways engineering stock could moderate after recent run up in share prices; use volatility to invest for the long term
BUSINESS
Engineers India: On a path to deliver more value
Strong order book, improving execution, and margins offer great opportunities
MONEYCONTROL-RESEARCH
Uniparts India IPO: High on quality with compelling valuations
The company has advantage in terms of expertise, cost, quality, technology, and innovation
BUSINESS
VA Tech Wabag set to turn over a new growth chapter
With commodity prices softening and supply-chain challenges resolving, the company is poised to grow as it focuses on high-margin businesses
BUSINESS
A contrarian investor? This stock fits the bill
The company is set for higher earnings in the coming quarter with margins stabilising and execution improving
BUSINESS
ABB India: Economic revival to support growth
The company is firing on all cylinders but a further re-rating of the stock looks unlikely
BUSINESS
Keystone Realtors IPO: A play on growth and quality
The company is a perfect blend of growth and quality which should help deliver good returns over the next few years
MONEYCONTROL-RESEARCH
Power Grid Corporation of India: Attractive valuations, dividend yield to support stock
As the core business slows, the company is looking at emerging opporrtunities to deploy additional capital
BUSINESS
Cummins India: Entering a new cycle with improving prospects
Revival in private capex and strong orders in hand provide visibility to growth
MONEYCONTROL-RESEARCH
Bharat Electronics: Back on a high growth path
Overall, the BEL earnings trajectory is good; with the expected improvement in margins and large orders in the coming months, the outlook remains promising and should support the stock
MONEYCONTROL-RESEARCH
Adani Ports & SEZ has the wind at its back
With the pick-up in international trade and strong demand from core sectors the growth momentum is expected to remain high
BUSINESS
Bikaji Foods International IPO: Perfect taste for long-term investment
Bikaji Foods International is poised for an industry-leading growth, supported by increased capacity utilisation, higher distribution reach and huge scope for gains from the unorganised segment, in the next few years
BUSINESS
NTPC: More fuel left; asset monetisation, earnings to support value
Second half of the current fiscal looks to be better in terms of earnings for NTPC
MONEYCONTROL-RESEARCH
DCX System IPO — Apply for listing gains
If the capital is not used productively, it can hamper growth and valuations of DCX System
BUSINESS
Tata Power: Coal business to drive earnings for a few more quarters
Profitability in core businesses is improving with power generation doing quite well for Tata Power
BUSINESS
Indian Energy Exchange: Earnings, reasonable valuation the key draw
Short term issues impact financial performance but the stock should do well; earnings growth expected to resume from second half of the current fiscal
BUSINESS
Grauer & Weil: Strong business momentum, attractive valuation to aid stock
A strong balance sheet and cash in the books provide good support to the company’s growth prospects
MONEYCONTROL-RESEARCH
Engineers India: Attractive valuation may give this stock some tailwinds
Attractive valuations and improving business to support stock
BUSINESS
PGCIL: Falling share prices could get strong support from valuation and dividend yield
Profitability and balance sheet to remain healthy in the light of cash flows
MONEYCONTROL-RESEARCH
KEC International: Plugging into a new growth cycle
Attractive valuations and improving earnings visibility to support stock
MONEYCONTROL-RESEARCH
Defence sector: The firepower is coming back
Defence is back in focus for investors as visibility and growth of the sector improves
BUSINESS
Va Tech Wabag: Is the stock in for further re-rating?
Valuation still offers potential for upside
BUSINESS
RITES: At a high altitude, still the stock looks good
Improving earnings visibility and attractive valuation will support stock
