Krishna Karwa

Research Analyst

Moneycontrol Research

Amber Enterprises: A worthy buy despite expensive valuation

BUSINESS

Amber Enterprises: A worthy buy despite expensive valuation

Tailwinds such as low penetration of ACs in India, high entry barriers, increasing inverter AC sales, and higher disposable incomes are expected to augur well for the company.

100% FDI in single-brand retail: A much-needed booster shot?

BUSINESS

100% FDI in single-brand retail: A much-needed booster shot?

The Union Cabinet, in a landmark move for Indian retail, announced some noteworthy changes in norms pertaining to single-brand foreign direct investments (FDI) in India, thereby making it considerably easier for global retailers to gain access to the highly dynamic and fast-growing Indian markets

Future Retail may buy Hypercity from Shoppers Stop – a win-win for both buyer and seller

BUSINESS

Future Retail may buy Hypercity from Shoppers Stop – a win-win for both buyer and seller

By acquiring Hypercity, Future Retail aims to leverage its retail capabilities by building economies of scale, reducing overall cost of operations, expanding the number of small/convenience outlets (especially in the metros), and pushing the sales of its margin-accretive private label consumer products.

ICICI Lombard IPO – get insured for the long-term

BUSINESS

ICICI Lombard IPO – get insured for the long-term

Industry tailwinds, increased awareness towards insurance products, leadership status amongst private non-life insurers in India, a robust distribution channel, and healthy financials make ICICI Lombard's IPO a proposition worth considering.

V-Mart Retail's volume push to fire up margins

BUSINESS

V-Mart Retail's volume push to fire up margins

The company is poised to grow from the boom in India’s retail space inspite of the high competitive intensity from large format stores and online portals.

Himatsingka Seide: A consistent performer with a solid outlook

BUSINESS

Himatsingka Seide: A consistent performer with a solid outlook

The company continues to leverage on its fundamental strengths optimally, as evident from the numbers in the quarter gone by.

Textiles under GST: Relief on one hand, a whammy on the other

BUSINESS

Textiles under GST: Relief on one hand, a whammy on the other

Though the effect of GST-induced disruptions can't be ignored in the near-term, the Indian textile industry is poised to grow from the long-term benefits that the new legislation offers.

Is Eris Lifesciences the correct prescription for you?

BUSINESS

Is Eris Lifesciences the correct prescription for you?

With a predominant focus on the domestic formulations market, a robust portfolio of largely prescription-based drugs, and a tilt towards a promising chronic portfolio, the company seems fundamentally strong.

Why this midcap company could be spinning its way to the top

BUSINESS

Why this midcap company could be spinning its way to the top

Although Nitin Spinners doesn’t have a unique product line or process, what puts it on the map for investors is its performance potential for the forthcoming years.

Bumpy ride for commercial vehicle companies far from over

BUSINESS

Bumpy ride for commercial vehicle companies far from over

Medium and heavy commercial vehicle companies would be staring at a difficult earnings season and the impact can linger on for a couple of more months.

Do FIIs and DIIs really drive the markets? Here’s what correlations say

BUSINESS

Do FIIs and DIIs really drive the markets? Here’s what correlations say

Investors should clearly select stocks on merit rather than blindly following flow patterns. Tracking smart money in the long term doesn’t necessarily generate smart returns.

Key lesson from FY17 IPOs: Don’t fret if you miss the bus

BUSINESS

Key lesson from FY17 IPOs: Don’t fret if you miss the bus

The key takeaway from our analysis for the prospective investor is that if he has missed the IPO bus last year, it makes sense to ride it with good IPOs in FY18.

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