TRENDS
Shakti Pumps: Our winning idea, can it do more?
An earning led recovery in share prices could sustain in the near term
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
BUSINESS
Adani Ports & SEZ: No major impact on business, but valuation leaves little room for appreciation
While there could be pressure on volumes at the existing ports led by the second wave, the impact on Adani Ports and SEZ would be less on the back of acquisition-led growth. Valuation remains unfavourable
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
BUSINESS
Should you invest in Macrotech IPO?
Macrotech has now emerged as a much stronger play, leaving behind its past luggage
BUSINESS
Railway engineering sector: Back on track
We find good value in stocks like IRCON and RITES
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.
MONEYCONTROL-RESEARCH
Defence stocks: An alpha for a defensive portfolio
Strong execution and revival in earnings backed by robust order book should augur well for defence companies in the near to medium term
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
Praj Industries: Taking the lead in a growing space
With the government fast-tracking ethanol blending, Praj Industries' bio-energy segment has received a boost
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
MONEYCONTROL-RESEARCH
MTAR Technologies IPO: The right stock to add to your portfolio
MTAR operates in niche growing areas where it enjoys strong competitive advantages
BUSINESS
Construction sector: Back on growth highway
We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom
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
