BUSINESS
Whirlpool: Strong fundamentals, favourable prospects justify valuations
Benefits of brand appeal, adequate cash resources, high asset turns, efficient working capital practices and parental guidance on research should help the stock re-rate noticeably in the long-run.
BUSINESS
V2 Retail: Attractively priced; a worthy buy
Network augmentation, an improved product mix, impetus towards working capital efficiencies, volume-driven growth and a strong balance sheet should work in favour of the company in the long-run.
BUSINESS
Voltas-Beko: How the tie-up bodes for India’s leading AC brand
The deal will help Voltas penetrate the industry at a deeper level with diverse products in its kitty.
BUSINESS
With Aditya Birla's More in its cart, Amazon looks to take Indian grocery retail by storm
By virtue of the deal, Amazon’s long-unfulfilled goal of tapping the Indian food and grocery market at a big scale has fructified.
BUSINESS
Will equity market & dollar-rupee performance mirror 2013 or is this time different?
We don’t see a depreciating rupee against the dollar derailing the equity market.
BUSINESS
Leisurewear Q1 review: Which stocks should you bet on for the long term?
An oligopolistic nature of the market, higher consumer discretionary spending, wider reach of organised retailers and increased awareness towards health/hygiene should benefit leisurewear companies in the long run.
BUSINESS
Industry challenges impact export-focused home textile companies in Q1 FY19
While the rupee’s depreciation against the dollar in recent times could offer some respite to home textile majors, the near-term outlook for the sector as a whole is far from promising.
BUSINESS
Amazon or Google-Paytm Mall -- Which partner could offer Future Retail more bang for its buck?
The underlying theme of this development underscores the importance of having the right blend of brick-and-mortar and online presence in a business where margins, more often than not, can be very thin.
BUSINESS
Shaily Engineering Plastics: Home furnishing products crucial to success
The company's 14-year long relationship with a Swedish home furnishing major should help it capitalise on the latter's aggressive growth plans for the Indian market.
BUSINESS
Amber Enterprises: A good buy despite a weak Q1
A strong order book, relationships with marquee Indian AC brands, impetus towards high-margin inverter ACs, benefits of recent acquisitions and momentum in the AC component sales division should augur well for the company.
BUSINESS
Arvind Q1 review: Textile disappoints; branded apparel, engineering grow
Verticalisation of the textile segment, promising prospects of the branded apparel segment and a healthy order book in the engineering segment reinforce our confidence in the stock.
BUSINESS
Raymond: Capitalise on current price weakness
At a modest post-correction valuation of 21.8 times FY20 projected earnings, the stock is worthy of consideration.
BUSINESS
Avenue Supermarts review: D-Mart's consistent show makes it a good long-term bet
Given its robust fundamentals and its management's strong execution capabilities, the company should be able to sustain its premium valuations
BUSINESS
Shoppers Stop: Consolidation of strengths holds key to re-rating
On the back of a new management team, improving fundamentals, exit from non-core businesses and a better product mix, the company’s prospects are undoubtedly promising.
BUSINESS
Bata Q1 review: Robust quarterly performance justifies premium valuation
Product premiumisation, network augmentation and brand differentiation across categories could augur well for the company in the long-run.
BUSINESS
Here's why cooling device manufacturers may report a weak Q1 FY19
In spite of temporary impediments, we remain bullish on the long-term earnings visibility of the sector as a whole.
BUSINESS
TCNS Clothing IPO: Should you subscribe?
At 46.6 times trailing twelve month earnings, the stock seems fully priced, notwithstanding the fact that it is still valued at a discount to the industry average.
BUSINESS
Does your stock cart have the right retail names?
Consumer-facing businesses appear to be the preferred picks of most investors, and retail companies are no exception. Consequently, it isn’t surprising to see such stocks trading at a premium.
BUSINESS
Nifty scales 11,000, but why stocks and investors are both depressed
To play safe, institutional and retail investors preferred large caps with a promising profitability potential and robust fundamentals, whereas mid and small caps bore the brunt of selling pressures.
BUSINESS
Will a probable Reliance Retail IPO unlock value for RIL’s shareholders?
The markets are factoring in the value from the retail division of Reliance Industries in the latter’s price.
BUSINESS
Can merger of group companies unlock value for Lux Industries' shareholders?
Besides bolstering Lux’s consolidated revenues, the reorganisation will curtail overhead costs and lead to margin expansion.
BUSINESS
Does Climate Technologies’ acquisition bode well for Symphony?
Integration of Climate Technologies’ business with the company will be sales and earnings accretive from the start.
BUSINESS
Innerwear and leisurewear companies: Solid execution and steady outlook
Product premiumisation, higher advertising spends, network expansion, foray into clothing and GST-induced market share gains should augur well for all companies in the long-run
BUSINESS
Whirlpool or IFB: Which stock should you pick?
Given the heady valuations of both stocks, use the current market volatility to accumulate on dips
