EARNINGS
Compelling valuations, strong growth make this construction company a good investment
EARNINGS
Ideas for Profit | This midcap’s strong financial position has attracted investor attention
BUSINESS
Bharat Electronics: A defensive play in an uncertain environment
BUSINESS
Faster growth and attractive valuation make this infra play a compelling investment
BUSINESS
Sterlite Technologies: Are pledged shares casting a big shadow?
The issue of promoter pledged shares has been an overhang for the scrip, which has been falling for quite some time now
BUSINESS
Ideas for Profit | A quality play in the construction space trading at attractive valuations
The company earns close to 15-16 percent operating margin and core return on equity in excess of 35 percent, which is the best among its peers
BUSINESS
Ideas for Profit | Rail Vikas Nigam IPO: Growth opportunities, valuations attractive; subscribe
Being a government agency, it passes on the risk to the developer and the Railways, which is a key area of concern for most project execution companies
BUSINESS
Embassy Office Parks REIT: A product for the sophisticated investor
Considering that there are several components of cost and revenue, which are assumed, the reliability of the product becomes tricky at least from the retail investor's point of view
VIDEOS
MSTC IPO opens: Subscription can be a risky affair
MSTC is into trading, e-auction and recycling business, and enjoys government patronage, which ensures steady business. But that is not enough.
BUSINESS
Pre-election sops for power sector: Too little, too late?
To deal with stressed assets, the government has cleared 3760 MW projects worth Rs 31,560 crore. This is a small step for a sector which is sitting on close to 25,000 MW of stressed assets.
MONEYCONTROL-RESEARCH
Ideas for Profit | Is revival finally in sight for the defence sector?
Revenue visibility on strong order books and increasing emphasis on execution in the light of the country's geopolitical uncertainties make defence companies good investment bets.
BUSINESS
Hindalco Industries: Time to tone down expectations
Novelis' EBITDA stood at $322 million or Rs 2,300 crore, which is close to or higher than Hindalco's standalone (including Utkal Alumina) EBITDA of Rs 1,926 crore in Q3 FY19
BUSINESS
Ideas for Profit | JSW Steel: Valuation reasonable; global outlook remains key monitorable
At the current market price of Rs 279.3 per share, the stock is trading at nine times its FY20 estimated earnings and 6.2 times based on an estimated FY20 enterprise value to EBITDA, which is reasonable
BUSINESS
Ideas for Profit | JSW Energy: High cash balance, low debt make it an attractive power play
MONEYCONTROL-RESEARCH
Construction sector: A contrarian investment bet
While a strong order book has been the key driver, most companies believe the execution of projects has significantly improved as key flagship government projects reach the completion stage.
BUSINESS
Ideas for Profit: Post Q2 results, here are 3 engineering stocks to look at
On an aggregate basis, 10 companies that we have covered in this study have delivered 20 percent revenue growth as they benefitted from improved execution.
BUSINESS
Ideas for Profit: NBCC - Operational issues overshadow strong core-business growth in Q2
The company's management has maintained its 35 percent revenue growth guidance for the current financial year, largely because of its strong order book of close to Rs 80,000 crore
BUSINESS
Ideas For Profit|Larsen & Toubro: Q2 performance raises expectations
At current valuations of 22 times FY19 estimated earnings, the stock is reasonably valued.
BUSINESS
ABB India Q2 FY19 review: Leveraging the right business mix
At 40 times its CY19 earnings, the stock is richly valued, particularly in light of the 13 percent return on equity
MONEYCONTROL-RESEARCH
Ideas for Profit: 6 safe dividend yield stocks for uncertain times
Listed below is six such state-run entities, which are strong businesses and command pole position in the industry
MONEYCONTROL-RESEARCH
IRCON International IPO: Attractively priced
At the upper band of its offer price of Rs 475 per share, the issue is valued at 11 times its FY18 earnings. It also offers an attractive dividend yield of 4.6 percent
BUSINESS
Ideas for Profit: Amid slowdown, Cochin Shipyard & Bharat Electronics best placed
It would be prudent to wait for one or two more quarters. Defence is a theme that will ultimately play out
EARNINGS
Construction sector in a sweet spot; Dilip Buildcon and J Kumar should do well
The correction in midcaps has bought many construction companies to reasonable-to-attractive valuations
BUSINESS
Ideas for Profit: Tata Steel, Coal India worthy of investor attention
At the current market price, Tata Steel is trading at 9 times FY19 estimated earnings, which is reasonable
