Moneycontrol

Budget 2021

Associate Partners:

  • SMC
  • Samsung
  • Volvo

Moneycontrol

Budget 2021

Associate Partners:

  • SMCSamsungVolvo

Krishna Karwa

Research Analyst

Moneycontrol Research

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.

India’s new-found fondness for fitness gives Cosco plenty of bounce

BUSINESS

India’s new-found fondness for fitness gives Cosco plenty of bounce

Locational advantage, GST rollout, a robust brand value, a pan-India fitness uptrend, and an apt product pricing strategy are some of the factors that make Cosco (India) a stock worth considering.

This small footwear retailer’s profit margins beat Bata & Relaxo’s. Is it a good buy?

BUSINESS

This small footwear retailer’s profit margins beat Bata & Relaxo’s. Is it a good buy?

Despite facing stiff competition from India's leather and footwear majors, Sreeleathers continues to create a niche for itself with sustainable growth every year.

Why this apparel stock could be a good bet in the long-term

BUSINESS

Why this apparel stock could be a good bet in the long-term

SP Apparels may have not seen a blockbuster listing at the bourses in August 2016, but its bull run since then has been anything but lacklusture.

Markets under Modi: A paradise for stock pickers?

BUSINESS

Markets under Modi: A paradise for stock pickers?

The BSE500 index outperformed Nifty by generating an absolute return of 42.7 percent and a compounded annual growth rate of 12.6 percent during the past three years. While at first glance, the performance looks pedestrian, it masks the super outperformers that turned paupers to kings over this period.

This smallcap's earnings potential can't be ignored. Is it time to stock up on it?

BUSINESS

This smallcap's earnings potential can't be ignored. Is it time to stock up on it?

Fiberweb (India)'s growth trajectory seems robust on the back of capacity expansions, a shift in its product mix and a healthy order book.

Nifty under Modi: What investors have learnt so far (Hint: respect earnings)

BUSINESS

Nifty under Modi: What investors have learnt so far (Hint: respect earnings)

As Nifty scales new highs and valuation comfort in the market wanes, investors should focus solely on the earnings trajectory to pick the winners for the remainder of Modi's tenure.

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.

D-Mart operator Avenue Supermarts isn’t just a fancy stock. Here's why

BUSINESS

D-Mart operator Avenue Supermarts isn’t just a fancy stock. Here's why

ASL's Q4 FY17 numbers were far better than the year-ago period. However, the latest quarterly figures were slightly lower on a sequential basis.

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.

For MP, the fiscal year will begin in January 2018. Will Centre follow suit?

BUSINESS

For MP, the fiscal year will begin in January 2018. Will Centre follow suit?

As Madhya Pradesh becomes the first state to opt for a new fiscal year, pressure will be on other states to fall in line, too. But will it be worth their while to make the switch? Here is a look at why it would.

S Chand IPO: Do not go by the cover!

BUSINESS

S Chand IPO: Do not go by the cover!

SCCL seems to be valued at approximately 45x FY17 (projected) earnings, which, in our opinion, is costlier than Navneet Education (trading at 25x FY17 expected earnings), which has a relatively robust business model and comparatively better operational/return ratios.

New motor vehicles Bill is not a disaster for insurers, after all

BUSINESS

New motor vehicles Bill is not a disaster for insurers, after all

Our analysis suggests that the impact of the bill on insurers' profitability is likely to be fairly miniscule.

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.

Will the Motor Vehicle Act drive demand for the automobile sector?

BUSINESS

Will the Motor Vehicle Act drive demand for the automobile sector?

Motor Vehicles (Amendment) Bill, 2016, that will become an Act post its clearance by Rajya Sabha may seem stringent but it can go a long way in making the sector transparent.

Yogi Adityanath: Polarising, populist, or actually, pro-reform?

BUSINESS

Yogi Adityanath: Polarising, populist, or actually, pro-reform?

Tracking his actions so far, it is difficult to conclude if Yogi Adityanath is a reformist or a radicalist, and whether his actions will result in fiscal profligacy or a fair share for the poor through good governance.

Bank deposits, not equities or MFs, the no.1 choice for retail investors: Study

BUSINESS

Bank deposits, not equities or MFs, the no.1 choice for retail investors: Study

Out of an estimated 3.37 crore investor households in India, 70 percent or 2.37 crore reside in urban areas while the remaining are based out of rural regions.

Earnings preview: Titan may shine in Q4 as demonetisation impact slides

BUSINESS

Earnings preview: Titan may shine in Q4 as demonetisation impact slides

At 51.8x FY17 projected earnings, the stock appears fully priced. However, given the shiny prospects, it will be difficult to take our eyes off Titan and investors should be watchful to catch the lows.

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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