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
BUSINESS
ABB India: More pain in store
While ABB has recovered to the level of Rs 894 a share now, it is still one of the most costly stocks in the engineering space
BUSINESS
More pain in store for L&T
L&T will witness pressure on profitability both in core and non-core businesses such as IT and financial services
BUSINESS
IRCON International: Story remains compelling
This railway engineering is remotely worried about Covid-19 led issues. What is more earnings trajectory remain strong even if there could be minor disruptions in current fiscal
BUSINESS
HG Infra Engineering on a fast track
HG Infra could see a strong rebound in fiscal 2022 on the back of a strong order book, execution track record and the government’s focus on road projects
BUSINESS
KEI Industries offers value
Powered by a good performance in its electric cable business, KEI Industries has been able to limit the adverse impact of the Covid-19 pandemic
BUSINESS
RITES holds out hope
The valuation of RITES is quite reasonable in light of opportunities the sector holds
BUSINESS
ION Exchange: Take advantage of the short-term pain
Expect a turnaround in fortunes for ION Exchange in the second half of the current fiscal
BUSINESS
Engineers India: Strong order book to support growth
The management expects project execution will pick up from the second and third quarter of the current fiscal
BUSINESS
Cochin Shipyard’s stock in a favourable risk-reward zone
Cochin Shipyard delivers good set of numbers despite pressure on account of Covid-19
BUSINESS
Power Grid: A dividend yield play
Power Grid, a transmission utility, trades at attractive valuations
BUSINESS
Cummins India: Waiting for FY22
Financial year 2022 numbers are expected to be normal or better than those of 2020-21.
BUSINESS
KNR Constructions: Strong balance sheet supports growth even in subdued environment
MONEYCONTROL-RESEARCH
Garden Reach Shipbuilders & Engineers: Growth slows, but outlook remains stable
BUSINESS
What we can learn from Coal India’s faulty capital allocation
Holding cash too much for too long could destroy shareholders' values, Here is a case study of how Coal India is doing this.
MONEYCONTROL-RESEARCH
Vedanta: Delisting could support the stock price
MONEYCONTROL-RESEARCH
L&T: A period of consolidation
