BUSINESS
India investing themes for 2021 Part 3: Renewables and commodities
Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.
BUSINESS
India investing themes for 2021 Part 2: Housing – an evergreen theme
Given the threshold requirement of incentives and capital for backward integration and competition from global majors, investors should focus on sector/segment leaders with strong balance sheets to play the housing theme
BUSINESS
India investing themes for 2021 Part1: The digitisation of Indian business
In industries from healthcare to education to finance to manufacturing, the pandemic has forced companies to use technology to reimagine nearly every facet of their operations
IPO
Ideas For Profit | Antony Waste IPO: Niche player in a growing market; should you subscribe?
Antony Waste Handling Cell has launched an IPO. It is one of the leading national players in this space with extensive experience and expertise, backed by technology and research. In this edition of Ideas for Profit, we'll discuss whether investors should subscribe to this IPO.
BUSINESS
Weekly Tactical Pick | CSB Bank is on the verge of transformation, a worthy bet
CSB Bank, an old private sector lender, is reporting strong earnings growth and valuation looks reasonable
BUSINESS
COVID Vaccine: The opportunities for investors - Part II
As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities
BUSINESS
COVID Vaccine: The opportunities for investors - Part I
Vaccine rollout will throw up opportunities not just for the domestic pharmaceutical and healthcare industry but also the logistics value chain, right from vaccine production, delivery, storage and then the actual immunisation
BUSINESS
Ideas for Profit | Why should one keep an eye on City Union Bank?
In the current times one should focus on consistency rather than growth or size. City Union bank is perhaps only one of the old private sector bank in the country that has a long track record of profitable growth
MONEYCONTROL-RESEARCH
Weekly Tactical Pick | Airtel valuation looks reasonable
Correction in Airtel's stock price offers high margin of safety to investors
BUSINESS
Weekly Tactical Pick | Hindustan Zinc
Attractive valuation and improving business should re-rate the Hindustan Zinc stock and drive the share price
BUSINESS
Reliance Retail | Heightened investor interest points to significant potential of retail franchise
Monetisation in Reliance Retail gathers pace
BUSINESS
Weekly tactical pick: Rites
Rites buyback a win-win for shareholders and the company
BUSINESS
Weekly Tactical Pick: HDFC stands on a very strong plinth
The mortgage lender is not just a pure play housing finance firm, but also a strong financial conglomerate
BUSINESS
Fresh Reliance drive to unlock value
Deal with Silver Lake marks the beginning of monetisation in Reliance Retail
BUSINESS
Weekly Tactical Pick: ICICI Bank offers an opportunity to investors
Shrugging off its past, ICICI Bank has bounced back with a strong balance sheet
BUSINESS
Weekly tactical pick: CEAT — Ready for the run
Lower raw material prices and end-user appetite to boost CEAT's performance
BUSINESS
Weekly Tactical Pick | Bajaj Finance — High time to book profit
Valuation looks stretched as Bajaj Finance may find it difficult to regain past glory
BUSINESS
Weekly Tactical Pick: HDFC Bank
The pandemic shock is likely to make HDFC Bank even mightier as it is set to gain more clout amid the virus induced chaos
BUSINESS
Weekly Tactical Pick | NALCO
A higher dividend payout is likely from NALCO by August-September 2020 once savings from power costs become visible
MONEYCONTROL-RESEARCH
Reliance Industries: Net zero debt achieved ahead of schedule; strong upside potential
BUSINESS
Weekly tactical pick: Bharat Electronics
BUSINESS
PIF-Jio deal | Record investor participation in Jio Platforms takes RIL to striking distance of net zero debt
Jio Platforms has raised Rs 1,15,693.95 crore from global investors so far
BUSINESS
Weekly tactical pick: TVS Motors
BUSINESS
ADIA-JIO deal | Another sovereign fund bets on the proxy for the Indian digital economy
