BUSINESS
Brookfield REIT IPO: Aggressive pricing leaves little on the table for the risks offered
Brookfield IPO aggressively priced offering inadequate safety for the visible risks
BUSINESS
Cummins India: Margin of safety shrinks, returns could moderate
The recent run up in share prices led by optimism driven post the budget captures large part of improvemnt in fundamentals
BUSINESS
Push for infrastructure to benefit construction and engineering space
Policy continuity and proper implementation are crucial for the Budget 2021 measures to succeed
BUSINESS
L&T: Recent run-up in share price captures near-term improvement in business and earnings
Recent spike in L&T share prices ahead of a likely recovery leaves little room for appreciation in the medium term
BUSINESS
Strong digital contribution along with pick-up in legacy business boosts RIL bottom line
The key trend-setter remains the telecom business Reliance Jio, with performance driven by the tailwinds of the work from home culture, tariff hikes, traction in digital platform services and strong pick-up in JioGigaFiber services
BUSINESS
Infrastructure and Defence: Expectations from Budget 2021
Under the National Infrastructure Pipeline, the government is aiming at a share of 21 percent from the private sector and another 40 percent from the states
BUSINESS
Bharat Dynamics: Better execution and revenue visibility to support stock
Strong order pipeline and improving execution make Bharat Dynamics a compelling story
BUSINESS
PNC Infratech: Strong earnings growth and low valuation draw attention
Low valuation and high earnings visibility offer scope for PNC Infratech stock appreciation
BUSINESS
Investors need to be cautious about the hope rally in BEML
BEML offers little scope for appreciation except for the hope and higher expectations fuelled by the stake sale news
BUSINESS
Astra Microwave: Back in the reckoning
Improving earnings outlook, strong order book and strengthening balance sheet to keep Astra Microwave stock in the limelight
BUSINESS
Va Tech Wabag: Back in the reckoning
The stock valuation of Va Tech Wabag is quite attractive, considering the strong revenue visibility and turnaround in the business
BUSINESS
Engineers India buyback to create value for its shareholders
Low valuation and buyback to support EIL stock in the near term
BUSINESS
Shakti Pumps: A bargain bet with turnaround in operations and strong earnings visibility
Although earnings visibility has improved, investors need to be extremely careful and track Shakti Pumps closely
BUSINESS
Antony Waste IPO: A niche play in a growing market
Strong competitive advantage in a growing market makes this IPO from Antony Waste a good long-term play
BUSINESS
KEI Industries: Focus on high growth profitable segments to drive profitability
Swift recovery in earnings a good indication of KEI Industries stock getting rerated
BUSINESS
JSW Energy: Recovery backed by improving fundamentals
Improving fundamentals and low valuations make JSW Energy a compelling case of rerating
BUSINESS
Hindustan Zinc: A bet on faster recovery and attractive valuation
Strong recovery in Q2 and improving earnings visibility should rerate HZL stock as valuations remain attractive
BUSINESS
Shipbuilding: A deep dive into a sea of opportunity
Shipbuilding as a space is getting attention, particularly in light of an exciting business model, visibility and valuation
BUSINESS
This large-cap utility is ripe for bargain-hunting
Higher cash flows, asset monetisation and expected recovery in the consultancy and telecom business should lead to better earnings for Power Grid
BUSINESS
Adani Ports & SEZ: Krishnapatnam Port to create value for shareholders
The Krishnapatnam Port acquisition is fairly large and will have a significant impact on Adani Ports' volumes and earnings
BUSINESS
Cummins India: Growth delayed, but valuations turn attractive
Cummins is making efforts to piggyback on sectors that are relatively insulated from the stress in the industry such as railways, highway constructions and oil & gas
BUSINESS
Indian Energy Exchange: Building a long-term story
IEX is a good long-term play, considering its compelling business model, leadership and opportunities in the power trading sector
BUSINESS
Engineers India: Valuation at historical low
Engineers India is sitting on a strong cash and does not have debt on the books
BUSINESS
Mazagon Dock Shipbuilders: Quality at attractive price
