Moneycontrol PRO

Krishna Karwa

Senior Analyst

iFast Research

Raymond: Capitalise on current price weakness

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.

Titan Q1FY19 earnings review: Strongly poised for a re-rating

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.

Avenue Supermarts review: D-Mart's consistent show makes it a good long-term bet

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

Shoppers Stop: Consolidation of strengths holds key to re-rating

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.

V-Mart Retail: Valuations elevated, buy on downsides

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.

Bata Q1 review: Robust quarterly performance justifies premium valuation

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.

Here's why cooling device manufacturers may report a weak Q1 FY19

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.

TCNS Clothing IPO: Should you subscribe?

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.

Does your stock cart have the right retail names?

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.

Nifty scales 11,000, but why stocks and investors are both depressed

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.

Will a probable Reliance Retail IPO unlock value for RIL’s shareholders?

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.

Can merger of group companies unlock value for Lux Industries' shareholders?

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.

Does Climate Technologies’ acquisition bode well for Symphony?

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.

Footwear companies: Which brand should you wear today?

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.

Innerwear and leisurewear companies: Solid execution and steady outlook

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

Whirlpool or IFB: Which stock should you pick?

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

Himatsingka Seide: A long-term pick

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.

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.

V-Mart: Robust fundamentals justify premium valuations yet again

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.

Future Retail: Network expansion, business restructuring to drive performance

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.

Symphony Q4 review: Correction offers valuation comfort

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,

Lux Industries: Premium products, brand visibility crucial to success

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.

Voltas: 5 reasons that make it a compelling pick

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.

Shaily Engineering Plastics: Corrections could provide good entry opportunities

BUSINESS

Shaily Engineering Plastics: Corrections could provide good entry opportunities

A combination of engineered/specialised product lines, growing order book from marquee clientele and robust fundamentals bodes well for the company.

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