BUSINESS
Cummins India: Back on growth path; expensive valuation tempers excitement
Overall revenue visibility in Cummins India remains strong in light of a strong pick-up in the domestic economy
BUSINESS
Adani Ports & SEZ: What will put wind in the sails for the stock?
The company expects to maintain growth momentum on the back of a recovery in the ports business
MONEYCONTROL-RESEARCH
NTPC — Growth in earnings, attractive valuation to support stock
Business recovery, earnings growth, asset monetisation to energise the company, going forward
BUSINESS
Indian Energy Exchange: Growth prospects look dim in the near term
Lower earnings expectations could hurt valuations which are already high
BUSINESS
Tata Power: Earnings volatility, uncertainty to keep stock under pressure
Higher valuations could cap stock upside in the near term
BUSINESS
Larsen & Toubro: Robust growth across verticals to support higher earnings
L&T results beat expectations, and the strong performance on execution, order inflows as well as margins set the ground for higher earnings visibility
BUSINESS
Bharat Electronics: Back on a high growth path
With growth coming back and valuation reasonable, the stock offers good risk-reward opportunity
BUSINESS
Shakti Pumps: Solar potential to run its growth engine
Stock valuation of Shakti Pumps is attractive, considering the strong recovery in the business, good earnings visibility, and opportunities in the solar pumps space
BUSINESS
Grauer and Weil: Valuation to provide strong support
Low valuations of Grauer and Weil offer high margin of safety
BUSINESS
Cast your eyes on this high growth stock
The IEX stock offers a combination of both value and growth
STOCKS
RITES is back on track
RITES International is set to chug along the growth track on the back of strong orders and execution.
MONEYCONTROL-RESEARCH
Mazagon Dock Shipbuilders: A defensive play at attractive valuation
Recent correction in share prices makes this stock an attractive buy
BUSINESS
Va Tech Wabag: Business stumbles, but valuation offers a bargain
Given that the stock is available at a deep discount to its intrinsic value and the issues the company face are merely short-term in nature, the stock makes for a good contrarian bet
BUSINESS
Engineers India: Business takes a pause, but valuation appealing
On a P/E basis, the stock is trading at around 8 times its FY24 estimated earnings and offers close to 6 percent dividend yield. The stock offers good margins of safety and the outlook could improve as the fundamentals improve gradually
BUSINESS
Bharat Electronics: Pain points easing, growth to restart this year
With growth returning and valuations reasonable, the stock offers good risk-reward
BUSINESS
Adani Ports & SEZ: More fuel left for its acquisition-led growth
The Adani Ports stock is loaded with value, considering the valuations and earnings visibility
BUSINESS
Thermax: Valuations way ahead of expectations
High valuations could limit stock price returns in the short to medium term
MONEYCONTROL-RESEARCH
Cummins India: Moderation in growth, higher valuation can pose near-term risk
Rich valuations and possible slow growth in earnings could keep the Cummins India stock under pressure
MONEYCONTROL-RESEARCH
MTAR Technologies: A growth stock available at reasonable valuations
Strong earnings growth and low valuations to support stock
BUSINESS
Power Grid Corporation of India: Growth at a critical juncture, dividend to support stock
In terms of earnings, monetisation of assets, higher other income and stabilisation of operating margins should support PowerGrid growth
BUSINESS
Hindustan Aeronautics: What can ground its near-term returns?
Revenue visibility of HAL is improving with the increase in orders in hand
BUSINESS
NTPC: Favourable earnings outlook, valuation to support stock
The NTPC stock deserves attention in light of improving growth visibility and attractive valuations
BUSINESS
IRB Infrastructure Developers: Can the stock regain dizzy heights?
IRB Infra stock trades at critical levels, sustaining above these levels consistently will be key to re-rating
BUSINESS
KEI Industries: Business improving, but valuation can cap near-term returns
Higher valuations could pose a risk in the near term for KEI Industries
