BUSINESS
Weekly Tactical Pick: DB Corp
Multiple levers of earnings improvement in FY20, including the upcoming elections, make DB Corp a worthy investment idea
BUSINESS
Weekly Tactical Pick: HCL Technologies
While we are not excited with every inorganic move of the company, the strategic intent, earnings visibility and undemanding valuation makes it a worthy buy in volatile markets
BUSINESS
Two years of Tata boss Chandrasekaran — Will the journey ahead be more exciting?
Growth in the Tata group’s market cap has beaten that of the Nifty, but several weak spots remain.
BUSINESS
Weekly Tactical Pick: Shriram Transport Finance
The company is entering a seasonally strong period and liquidity in the balance sheet will clearly give it an advantage over competition
BUSINESS
Weekly Tactical Pick | Shaily Engineering Plastics: Strong revenue visibility makes it a great buy
A differentiated business model, strong revenue visibility and a steep price correction from its 52-week high make Shaily a compelling buy
BUSINESS
Weekly Tactical Pick: Yes Bank
Even if one fully provides for IL&FS and all other exposure that are under various dispensations, the historic price-to-adjusted book still looks reasonable (at 2.5 times), especially if there is visibility after the top management rejig
BUSINESS
Weekly Tactical Pick: Robust fundamentals make Page Industries a bullish bet
Post-correction, the stock offers decent value, notwithstanding its steep price-to-earnings multiple.
BUSINESS
Weekly Tactical Pick | Improving operating parameters to drive higher earnings, valuations for NTPC
At the current market price of Rs 149 a share, NTPC is trading at 1.1 times its price to book value of FY19 estimates, which very attractive
BUSINESS
Weekly tactical pick | Venky's: An excellent play on India's consumption story
The company's management expects to clock volume growth of 10-12 percent in the current fiscal year and seems on track to report revenue of around Rs 3,000 crore
BUSINESS
Weekly Tactical Pick | Edelweiss Financial Services: Multiple business streams enhance visibility
Current tumultuous period provides good opportunity to accumulate growth stock like Edelweiss Financial Services for long term
BUSINESS
Weekly Tactical Pick | TCI: Robust Q2, attractive valuations make it a good buy
TCI’s Q2 financial performance was fairly robust, considering the business was hit by a number of adverse factors
BUSINESS
Research Tactical Pick: 4 reasons why we are bullish on Federal Bank
The bank is well capitalised and has to show consistent delivery for a rerating in future
BUSINESS
Nifty may march on towards 10,760; these 2 stocks could rise by up to 20%
On the weekly scale, the Nifty made a high wave candle with a higher high, indicating consolidation after its recent rally
BUSINESS
Weekly Tactical Pick | Balaji Amines to benefit from import substitution strategy; stock attractively valued
Balaji Amines is the market leader in the manufacture of methyl amine, which is the building block of the aliphatic amine value chain
BUSINESS
Diwali 2018 picks: Top 12 bets to light up your portfolio
Moneycontrol Research identifies 12 stocks across sectors that hold the promise of decent returns.
MONEYCONTROL-RESEARCH
Weekly Tactical Pick: Maruti Suzuki — A strong bet at reasonable price
Maruti Suzuki stock has corrected quite significantly and is down 33 percent from 52-week high making the valuation very reasonable.
BUSINESS
Weekly Tactical Pick: Risk reward in Coal India at a favourable juncture
At the current market price, it is attractively priced around 11 times its FY19 estimated earnings, with a dividend yield of 7 percent.
BUSINESS
Weekly Tactical Pick: Bajaj Auto a quality bet in auto sector
With subdued demand on the back of rising oil prices, increase in interest rates, higher compulsory long-term insurance prices, rainfall deficit, and delayed festive season, the share price of Bajaj Auto has witnessed 27 percent correction from its 52-week high that has made the valuation very attractive.
BUSINESS
Weekly Tactical Pick: HUL offers a quality defensive bet on domestic consumption revival
Market leader in the consumption space, HUL tends to outperform in a lean market scenario like this.
BUSINESS
Weekly Tactical Pick: Limited impact of IL&FS crisis, attractive valuation set HDFC apart
While HDFC's investment in IL&FS could be marked down, its impact will be negligible as the book value of the investment stood at Rs 78 crore as at the end of March
BUSINESS
Currency, rates and oil: Slippery for some; advantage few
For Indian equity markets, the macro landscape is getting murkier with each passing day.
BUSINESS
Weekly Tactical Pick: Himadri Speciality Chemicals
After correcting by about 34 percent from its high this year, the stock is currently trading at 10.4 times its estimated earnings for FY20
BUSINESS
Moneycontrol Research largecap portfolio: Sundaram Fin replaces Aditya Birla Capital, HDFC a new inclusion
In our constant endeavour to enhance portfolio performance, we are making few changes in our large cap portfolio
BUSINESS
Portfolio rejigs: Injecting high-conviction ideas amid changing investing landscape
In our constant endeavor to enhance portfolio performance, capture valuation arbitrage opportunity and focus on high conviction ideas, we are making few changes in our three key portfolios i.e. Diwali, Large cap and Mid cap.
