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.
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
