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
Titan Q1FY19 earnings review: Strongly poised for a re-rating
Despite its heady valuation, the stock provides investors a series of tailwinds to cash in on and has all that it takes to re-rate further.
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
V-Mart Retail: Valuations elevated, buy on downsides
Backed by healthy fundamentals, a good margin profile and an aggressive expansion strategy, the company has succeeded in positioning itself as one of India’s best performing retailers.
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
Footwear companies: Which brand should you wear today?
What makes us bullish on Sreeleathers is its ability to outperform peers every quarter on the margin front, underscoring the management’s strong execution capabilities.
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
BUSINESS
Himatsingka Seide: A long-term pick
Going into FY19, revenue contribution from brands, asset turns of existing and new capacities, and regional diversification by foraying into new geographies will be pivotal to the company's success.
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.
BUSINESS
V-Mart: Robust fundamentals justify premium valuations yet again
Growing share of private labels, volume-led revenue growth, cost rationalisation measures, and network augmentation will pave the path ahead for the company.
BUSINESS
Future Retail: Network expansion, business restructuring to drive performance
Given the series of restructuring steps taken by Kishore Biyani lately, it may take a while for earnings to catch up with the valuation.
BUSINESS
Symphony Q4 review: Correction offers valuation comfort
Brand positioning, innovative product launches, demand revival and profitability of its international subsidiaries will be the key success drivers,
BUSINESS
Lux Industries: Premium products, brand visibility crucial to success
A robust portfolio of brands, consistent earnings performance, minimal capex requirements and market expansion initiatives should help the company boost its growth.
BUSINESS
Voltas: 5 reasons that make it a compelling pick
Growing demand for ACs and commercial refrigeration products, robust order book in the electro-mechanical projects space, strong fundamentals and capabilities to tap into markets pan-India are some of the key positives that could work in favour of the company.
