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Moneycontrol

Network18 Presents

  • partnered by
  • Galaxy Note20 | 20 Ultra

Krishna Karwa

Research Analyst

Moneycontrol Research

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

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?

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.

Bata: Valuations demanding; buy on corrections

BUSINESS

Bata: Valuations demanding; buy on corrections

Given Bata’s robust fundamentals and its ability to derive healthy operating margins, it is not surprising to see the company trading at lofty valuations of 42 times its 2-year forward earnings.

Arvind: Re-rating subject to an improved performance in textiles

BUSINESS

Arvind: Re-rating subject to an improved performance in textiles

We remain enthused about the company's branded apparel, advanced materials and engineering businesses given their revenue visibility and ability to perform consistently well

Shoppers Stop: Invest for the long haul

BUSINESS

Shoppers Stop: Invest for the long haul

In the aftermath of the sharp correction, the stock, despite being optically expensive, is worth keeping on one's radar

Tailor-made bet: Improved Q2 show makes Raymond a good value buy

BUSINESS

Tailor-made bet: Improved Q2 show makes Raymond a good value buy

At 20.4 times its 2-year forward earnings, Raymond’s valuations are inexpensive and attractive for going long

Shaily Engineering Plastics: Investment-worthy at current levels

BUSINESS

Shaily Engineering Plastics: Investment-worthy at current levels

The stock is currently trading at 17 times its estimated earnings for FY20. We advise investors to take advantage of the attractive valuation

Shoppers Stop: Correction provides a good entry opportunity

BUSINESS

Shoppers Stop: Correction provides a good entry opportunity

Tweaks in the revenue mix in favour of premium lifestyle products, coupled with improving cash flows, should augur well for the company’s earnings.

Reliance Retail -- next big thing for Reliance Industries

BUSINESS

Reliance Retail -- next big thing for Reliance Industries

Reliance Retail's target is to open more than 6,000 outlets pan-India with a top-line potential of roughly $20 billion by FY20-end.

Trent: A worthy contender despite steep valuations

BUSINESS

Trent: A worthy contender despite steep valuations

Though chances of a sharp near term re-rating are minimal, the moats, in our view, remain convincing enough to pick this stock for the long term

D-Mart: Margins disappoint; accumulate on dips

BUSINESS

D-Mart: Margins disappoint; accumulate on dips

It remains to be seen as to how the company manages to gain incremental market share without hurting its margins.

Whirlpool: Strong fundamentals, favourable prospects justify valuations

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.

V2 Retail: Attractively priced; a worthy buy

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.

Ideas for Profit: Gold import relief a good opportunity to buy Titan

BUSINESS

Ideas for Profit: Gold import relief a good opportunity to buy Titan

Even though jewellery remains of core importance to Titan’s success, the company has been gradually transitioning itself into a consumer-focused company by foraying into new product categories

Voltas-Beko: How the tie-up bodes for India’s leading AC brand

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.

With Aditya Birla's More in its cart, Amazon looks to take Indian grocery retail by storm

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.

Will equity market & dollar-rupee performance mirror 2013 or is this time different?

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.

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