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Jitendra Kumar Gupta

Thermax: Recovering, but at a slower pace

BUSINESS

Thermax: Recovering, but at a slower pace

KEC International: Reasonably valued with strong earnings visibility

BUSINESS

KEC International: Reasonably valued with strong earnings visibility

Brookfield REIT IPO: Aggressive pricing leaves little on the table for the risks offered

BUSINESS

Brookfield REIT IPO: Aggressive pricing leaves little on the table for the risks offered

Cummins India: Margin of safety shrinks, returns could moderate

BUSINESS

Cummins India: Margin of safety shrinks, returns could moderate

Push for infrastructure to benefit construction and engineering space

BUSINESS

Push for infrastructure to benefit construction and engineering space

L&T: Recent run-up in share price captures near-term improvement in business and earnings

BUSINESS

L&T: Recent run-up in share price captures near-term improvement in business and earnings

Strong digital contribution along with pick-up in legacy business boosts RIL bottom line

BUSINESS

Strong digital contribution along with pick-up in legacy business boosts RIL bottom line

Infrastructure and Defence: Expectations from Budget 2021

BUSINESS

Infrastructure and Defence: Expectations from Budget 2021

Bharat Dynamics: Better execution and revenue visibility to support stock

BUSINESS

Bharat Dynamics: Better execution and revenue visibility to support stock

PNC Infratech: Strong earnings growth and low valuation draw attention

BUSINESS

PNC Infratech: Strong earnings growth and low valuation draw attention

Investors need to be cautious about the hope rally in BEML

BUSINESS

Investors need to be cautious about the hope rally in BEML

Astra Microwave: Back in the reckoning

BUSINESS

Astra Microwave: Back in the reckoning

Va Tech Wabag: Back in the reckoning

BUSINESS

Va Tech Wabag: Back in the reckoning

Engineers India buyback to create value for its shareholders

BUSINESS

Engineers India buyback to create value for its shareholders

Shakti Pumps: A bargain bet with turnaround in operations and strong earnings visibility

BUSINESS

Shakti Pumps: A bargain bet with turnaround in operations and strong earnings visibility

Antony Waste IPO: A niche play in a growing market

BUSINESS

Antony Waste IPO: A niche play in a growing market

KEI Industries: Focus on high growth profitable segments to drive profitability

BUSINESS

KEI Industries: Focus on high growth profitable segments to drive profitability

JSW Energy: Recovery backed by improving fundamentals

BUSINESS

JSW Energy: Recovery backed by improving fundamentals

Hindustan Zinc: A bet on faster recovery and attractive valuation

BUSINESS

Hindustan Zinc: A bet on faster recovery and attractive valuation

Shipbuilding: A deep dive into a sea of opportunity

BUSINESS

Shipbuilding: A deep dive into a sea of opportunity

This large-cap utility is ripe for bargain-hunting

BUSINESS

This large-cap utility is ripe for bargain-hunting

Adani Ports & SEZ: Krishnapatnam Port to create value for shareholders

BUSINESS

Adani Ports & SEZ: Krishnapatnam Port to create value for shareholders

Cummins India: Growth delayed, but valuations turn attractive

BUSINESS

Cummins India: Growth delayed, but valuations turn attractive

Indian Energy Exchange: Building a long-term story

BUSINESS

Indian Energy Exchange: Building a long-term story

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