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
BUSINESS
ION Exchange: What ails this company?
Drop in revenues and lower order book raise concerns over ION Exchange's near-term growth
BUSINESS
Power Grid: Focus is on earnings return
With higher capitalisation likely in the current quarter, better utilisation of assets and contribution from other ventures should translate into higher growth for Power Grid in 2020-21
BUSINESS
Va Tech Wabag: Higher execution and improving balance sheet to support growth
Led by higher execution and strong order book, Va Tech Wabag is set to deliver higher growth
MONEYCONTROL-RESEARCH
ABB India: Revival of private capex key to supporting lofty valuation
High price to earnings and lack of growth in the near term for ABB India leave very little for investors
BUSINESS
NTPC: Attractively valued despite strong earnings visibility
Earnings recovery coupled with attractive valuation to keep the NTPC stock high
BUSINESS
Adani Ports & SEZ: Strong growth trajectory likely to get better
Earnings trajectory remains strong, but investors should lower expectations given the recent spike in share prices and valuation
BUSINESS
Thermax: Recovering, but at a slower pace
High valuation and slow growth in earnings could keep Thermax stock under pressure
BUSINESS
KEC International: Reasonably valued with strong earnings visibility
Strong revenue visibility, pick-up in execution, and contribution from high growth segments augur well for KEC in the medium term
