BUSINESS
Ideas for Profit | AC companies post decent revenue growth in Q3, but margins contract sharply
BUSINESS
Shaily Engineering Plastics: A disappointing Q3, but don’t overlook its long-term prospects
BUSINESS
Ideas for Profit | Titan Q3: Jewellery sparkles; margins in watches and eyewear disappoint
BUSINESS
Ideas for Profit | This small cap looks attractive post correction
BUSINESS
Ideas for Profit | Leisurewear companies: Barring Page Industries, not much steam left in the short term
BUSINESS
Ideas for Profit | AC stocks may feel some near-term heat, but a promising future awaits
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.
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.
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.
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
BUSINESS
Centre's duty hike: Domestic manufacturers to benefit but higher cost could spoil festive mood
Although the duty hikes will have a positive impact on the fiscal situation of the Indian economy, the impact on companies will vary on an individual basis
BUSINESS
6 key trends in retail to watch out for post Q1 results
Retail remains a promising industry in the Indian context, given the large consumer base throughout the country.
BUSINESS
Footwear Q1: Premium products, asset-light expansion to determine re-rating
While Relaxo and Sreeleathers reported healthy top-line growth YoY, Bata was the standout performer on the margin front.
BUSINESS
Ideas for profit: Blue Star, Voltas worthy medium to long term picks
Notwithstanding the challenges in the unitary cooling segment in the quarter gone by, both companies have all that it takes to bolster their fundamentals in the long-run.
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
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
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
Titan: Studded jewellery, store additions key growth drivers
Recent disruptions in the gems and jewellery sector have catapulted the company to an enviable position among organised players.
