EARNINGS
Ideas For Profit | Bata and Relaxo: Will the footwear giants be able to keep their growth momentum?
With the business crossing pre-COVID levels, organised footwear players take position for the growth sprint. Let's take a look at the third-quarter performance and outlook of the two footwear giants Relaxo and Bata.
BUSINESS
Weekly Tactical Pick: Tech Mahindra
Valuation discount to peers, 5G opportunities, deal pipeline are key positives
EARNINGS
Ideas For Profit | Coforge: Do tailwinds in technology, stock consolidation make company a good bet?
Coforge, formerly NIIT Technologies, was one of the worst impacted IT service companies at the start of the pandemic but the company had a sharp rebound in Q2. And considering the underperformance of the stock in the past few months and positive FY22 outlook, the current phase of consolidation may just be the right opportunity to go long.
EARNINGS
Ideas For Profit | SBI Q3 earnings: Will India’s largest bank be the prime mover and shaker behind a capex turnaround?
The quarterly results are out for State Bank of India, India’s largest PSU bank and one of the Fortune 500 companies. In this edition of Ideas For Profit,we analyse the results and look at the valuation of the PSU behemoth.
BUSINESS
Weekly Tactical Pick | Dr Reddy's Laboratories
Vaccine scope, strong product pipeline to act as tonic for Dr Reddy's Laboratories
BUSINESS
Winners and Losers of Budget 2021: The sectors and companies that’ll feel the impact the most
Union Budget 2021's clean-up plan of stressed assets will allow banks to focus again on their core business of lending and supporting economic growth
BUSINESS
Weekly Tactical Pick | RITES
Attractive valuation and strong revenue visibility should support the RITES stock and lead to rerating
EARNINGS
Ideas For Profit | Why Kotak Bank is a stock to buy on every decline
The quality of growth at Kotak Bank remains as strong as ever. There are good reasons to pick it on every decline.
BUSINESS
Ideas For Profit | Stove Kraft IPO: Will this Pigeon soar high on bourses?
Home care solutions provider Stove Kraft hits the stock market today. Does it have the recipe for success? Let's find out in this edition of Ideas For Profit.
BUSINESS
Weekly Tactical Pick | Muthoot Finance
Headroom for gold loans to grow as LTV ratio is well below regulatory requirement
BUSINESS
Weekly Tactical Pick: IPCA Labs – Outperforms in domestic formulations market
Ipca's domestic secondary sales are about 12 percent for the quarter gone by. This is in line with management’s guidance for H2 FY21
EARNINGS
Ideas For Profit | Why Wipro has the potential to outperform peers
Backed by strong traction in revenue, margin gains and the management’s focus on building a client-focused organisation, Wipro is in line to provide decent performance in the medium term. Here's a detailed analysis of the third-quarter performance of the IT behemoth.
EARNINGS
Ideas For Profit | Bhansali Engineering Q3: Underlying dynamics for the BEPL’s impressive performance
Here’s a name in the ABS market that has churned out a blockbuster quarter. An impressive sales number, healthy product price realizations and volumes, a huge surge in net profit margin and a surging demand due to import substitution has catapulted Bhansali Engineering Polymers Ltd (BEPL) into a good stock to buy. Here's how investors should go about doing it.
BUSINESS
Ideas For Profit | Strong earnings growth and low valuation makes PNC Infratech an attractive stock
With a strong balance sheet, a more-than-healthy order book and a worthy execution record, PNC Infratech is an attractive stock to buy into. HDFC Securities has recommended buy rating to the stock and sees an upside of over 30 percent in the stock within the next three months. Here are three cues investors should watch for while investing in PNC Infratech.
BUSINESS
Ideas For Profit | TCS Q3: Is it time to look beyond valuation, and focus on earnings opportunity?
TCS is more a stock to 'buy on any decline' rather than 'sell on a rally' – that’s the big message from the bellwether's strong Q3 performance. So, what has helped the Indian IT behemoth turn the corner and return on the growth track and are there still any worry points? Let's find out in this edition of Ideas For Profit.
BUSINESS
Ideas For Profit | The fundamentals that shape Ujjivan SFB’s immediate potential
With the worst seemingly over with COVID-19, the economy limping back to normalcy, and the prospect of a vaccine in sight, it’s time to take a relook at Ujjivan SFB stock and its immediate prospect.
BUSINESS
Tactical Pick: NTPC — Offering a better risk reward
Favourable changes in the fundamentals do not fully reflect in NTPC's valuation
STOCKS
Ideas For Profit | GNA Axles: A future-ready niche player with strong financials
With a leadership position in the domestic market and a significant presence in leading economies, GNA Axles seems to have a promising outlook. Watch the video to find out whether investors can add this stock to their long-term portfolio.
MARKETS
Ideas For Profit | Why Bajaj Healthcare Has Growth Potential
The quarterly profit and revenue numbers of Bajaj Healthcare are a sign that it has business upside ahead; here's how investors should play this stock.
STOCKS
Ideas For Profit | Why Astra Microwave should be on investors’ radar
Strong execution and improving utilisation has improved the earnings visibility for Astra Microwave, and it enjoys a robust order book and good order pipeline which will support higher scale going forward. So, does this make it a promising long-term bet? Let’s find out in this edition of Ideas for Profit.
BUSINESS
Budget 2021 expectations | Pharma sector needs a booster dose; incentives for innovation, tax sops imperative
Low public health expenditure has led to the stage that India's out-of-pocket expenditure is one of the highest. This amounts to about 63 percent of total spending on health.
BUSINESS
Budget 2021 expectations | Digital infrastructure push, import duty extension key to retail sector growth
Giving more money in the hands of the consumer would be a key push to bring the momentum back.
MARKETS
Ideas For Profit | Should investors ride on the housing theme in 2021?
Housing will remain an engine of economic growth because of its high yield on invested resources, a high multiplier effect, and a host of beneficial forward and backward linkages in the economy. In Part-II of this four-part series, Moneycontrol's Sakshi Batra discusses which sub-segments can benefit under the housing theme in 2021.
BUSINESS
Ideas For Profit | Why investors should keep digital theme in mind while investing in 2021
As we unveil the key investment themes for 2021, the task has been made challenging as a euphoric market continues to tease investors in the backdrop of a weak macro. However, as the saying goes, every adversity presents an opportunity and the pandemic is no different. In this edition of Ideas For Profit, we discuss the key investment themes for 2021 in a four-part series with part-1 focused on the digitisation of Indian business.
