Moneycontrol PRO

Krishna Karwa

Senior Analyst

iFast Research

Ideas for Profit | Titan Q3: Jewellery sparkles; margins in watches and eyewear disappoint

BUSINESS

Ideas for Profit | Titan Q3: Jewellery sparkles; margins in watches and eyewear disappoint

First cut I Titan Q3 review: Stock continues to sparkle over strong jewellery sales

BUSINESS

First cut I Titan Q3 review: Stock continues to sparkle over strong jewellery sales

At 47 times its FY20 estimated earnings, the stock already trades at demanding valuations.

Shoppers Stop Q3: Re-rating dependent on store additions and product mix

BUSINESS

Shoppers Stop Q3: Re-rating dependent on store additions and product mix

What makes this retailer a good value buy?

BUSINESS

What makes this retailer a good value buy?

Raymond Q3: Branded apparels lead the way; accumulate on dips

BUSINESS

Raymond Q3: Branded apparels lead the way; accumulate on dips

Reliance Retail could be worth Rs 3.75 lakh crore, or half of RIL's mcap

BUSINESS

Reliance Retail could be worth Rs 3.75 lakh crore, or half of RIL's mcap

Reliance Retail is an opportunity waiting to be unlocked.

Trident Q3 Review: Steady run continues

BUSINESS

Trident Q3 Review: Steady run continues

Margins of D-Mart operator Avenue Supermarts disappoint yet again in Q3

BUSINESS

Margins of D-Mart operator Avenue Supermarts disappoint yet again in Q3

AC companies Q3FY19 Preview: Disappointing H1 show to continue

BUSINESS

AC companies Q3FY19 Preview: Disappointing H1 show to continue

Retail Q3FY19 Preview: Strong revenue traction likely

BUSINESS

Retail Q3FY19 Preview: Strong revenue traction likely

Titan Q3 FY19 preview: Upbeat management commentary, stretched valuation limits upside

BUSINESS

Titan Q3 FY19 preview: Upbeat management commentary, stretched valuation limits upside

Ideas for Profit | This small cap looks attractive post correction

BUSINESS

Ideas for Profit | This small cap looks attractive post correction

Margin of safety works, IPOs (often) don’t: Key investing lessons from 2018

BUSINESS

Margin of safety works, IPOs (often) don’t: Key investing lessons from 2018

The concept of margin of safety, articulated by the father of value investing Benjamin Graham, has not lost its relevance even after 90 years of being first proposed.

Ideas for Profit | Leisurewear companies: Barring Page Industries, not much steam left in the short term

BUSINESS

Ideas for Profit | Leisurewear companies: Barring Page Industries, not much steam left in the short term

Why Himatsingka Seide and Trident could be good value buys in home textiles space

BUSINESS

Why Himatsingka Seide and Trident could be good value buys in home textiles space

Arvind Fashions eyes Rs 7,500 crore revenue by 2022: J Suresh, CEO

BUSINESS

Arvind Fashions eyes Rs 7,500 crore revenue by 2022: J Suresh, CEO

Arvind Lifestyle Brands will be listed as Arvind Fashions after the demerger. According to Suresh, the listing may happen by end of January or in the first week of February

Ideas for Profit | AC stocks may feel some near-term heat, but a promising future awaits

BUSINESS

Ideas for Profit | AC stocks may feel some near-term heat, but a promising future awaits

Which footwear stocks should you walk with?

BUSINESS

Which footwear stocks should you walk with?

Whirlpool vs IFB: Which stock offers more bang for your buck?

BUSINESS

Whirlpool vs IFB: Which stock offers more bang for your buck?

What the new GDP data says about corporate earnings, and doesn't

BUSINESS

What the new GDP data says about corporate earnings, and doesn't

It was earlier believed that the real GDP growth was higher during the UPA regimes pre-2014 and that the domestic economy remained largely insulated from the global recession in 2009.

Ideas for Profit: Retail plays to look at after the Q2 earnings season

BUSINESS

Ideas for Profit: Retail plays to look at after the Q2 earnings season

Postponement of festive season sales to Q3 this fiscal (versus late Q2 in FY18) impacted the performance of all companies.

Page Industries Q2: A rare disappointment; worth a buy despite heady valuations

BUSINESS

Page Industries Q2: A rare disappointment; worth a buy despite heady valuations

A combination of good dividend yields and favourable re-rating prospects makes the stock attractive, notwithstanding its demanding valuation.

AC sales continue to cool off, but 2 stocks worth buying on dips

BUSINESS

AC sales continue to cool off, but 2 stocks worth buying on dips

Strong execution of electro-mechanical projects offset the disadvantage of weak AC sales in the quarter gone by.

Ideas for Profit: One-time debits impact Titan’s Q2 performance

BUSINESS

Ideas for Profit: One-time debits impact Titan’s Q2 performance

Strong jewellery offtake in H2 FY19, consequent normalisation of promotional expenses and operational efficiencies in the watches segment are expected to be the major re-rating triggers.

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