BUSINESS
Weekly Tactical Pick | Mindtree
Mindtree's all verticals on growth path; valuation at a discount to peers
BUSINESS
Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet?
Subros, a leading manufacturer of thermal products for automotive applications in India, posted a strong performance in the quarter ended December 2020. A sharp recovery in the demand for passenger vehicles (PV) and commercial vehicle (CV) coupled with localization efforts to improve profitability provides enough reasons to be upbeat about the prospects of the company.
IPO
Ideas For Profit | Heranba IPO: A short-term pop or a long-term compounder?
For this company, unlike its peers, China remains a major export destination. As its IPO takes off today, should you give it a look?
EARNINGS
Ideas For Profit | December quarter earnings put Ambuja Cements on a higher pedestal
Ambuja Cements, the third-largest cement manufacturer in India saw its sales, EBITDA margin rise in the final quarter of the calendar year 2020 on a QoQ basis. In this edition of Ideas For Profit, we look at the company’s performance and future outlook to decide on the stock.
BUSINESS
Four years of Chandra: hits, misses and emerging opportunities
Many of Chandra’s initiatives will bear fruit in future, providing an enticing prospect for investors
BUSINESS
Ideas For Profit | Lemon Tree Hotels: Does lower value make it ideal to ride the revival wave?
With room occupancy showing some life, Lemon Tree Hotels is looking at better pricing in days ahead. The stock is still some way off its pre-COVID levels. Should you check-in?
BUSINESS
Weekly Tactical Pick | Aurobindo Pharma
Valuation at a discount to peers, but significant scope for margin improvement
BUSINESS
Has Chandra been able to beat market expectations since he took over as Tata group chairman?
The market cap of the Tata group’s listed companies has risen at a faster clip than the Nifty during Chandra’s stint. The dependence on TCS for profits continues, but customer-facing businesses have gained
EARNINGS
Ideas For Profit | SBI Life, ICICI Prudential, HDFC Life: Which life insurance stock should investors bet on?
Listed private insurers are back in good health after the virus hit. As the premium looks up and the Budget opens the door to more foreign capital, which of the names from the sector can you go with? Watch the video to find out
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.
