BUSINESS
Weekly Tactical Pick | Marico
BUSINESS
Tactical Pick | Jyothy Laboratories
BUSINESS
Weekly Tactical Pick – Bajaj Consumer Care
The management has recently taken some key strategic initiatives which, in our opinion, should help improve investor sentiment towards the stock
BUSINESS
Weekly Tactical Pick | HUDCO
The government’s focus on Housing for All makes it a worthy bet
BUSINESS
Weekly Tactical Pick: Yes Bank
Investors willing to stomach volatility for a decent upside could find Yes Bank a worthy bet at the current level
BUSINESS
Classroom | What to look for when analysing the IT sector (Equity: Part 21)
Part 21 of the Moneycontrol Classroom deals with key parameters to look at when considering investing in the IT sector.
BUSINESS
Reliance Industries: A move to create a highly valuable digital business platform
As part of this arrangement, the WOS will also take over RIL’s ownership of Rs 65,000 crore equity in RJIL. WOS would hold an interest amounting to Rs 1,73,000 crore in RJIL. Post this, RJIL would become virtually debt-free by the end of FY20 , with the exception of spectrum related liabilities.
BUSINESS
Half a dozen research ideas for a rewarding and safe investment journey in Samvat 2076
BUSINESS
Weekly tactical pick | Nalco -- Favourable risk-reward at current market price
BUSINESS
Weekly tactical pick – ICICI Prudential Life
BUSINESS
Weekly tactical pick: LIC Housing Finance
LICHF’s stock is trading close to its 52-week low price. It is valued at 0.9 times FY21 estimated book value which is very attractive, given steady mid-teen earnings growth and RoE of 15-16 percent
BUSINESS
Weekly Tactical Pick: HDFC
HDFC remains a key beneficiary of a liquidity shift towards strong and top quality names while most housing finance companies on the street stand crippled by the tightened liquidity
BUSINESS
Here is how the tax cuts will help sectors
BUSINESS
Fiscal stimulus, with one stroke, changes narrative for India as an investment hotspot
BUSINESS
Weekly tactical pick - ITC
BUSINESS
Weekly Tactical Pick: Reliance Nippon Life Asset Management
The stock is trading at 23 times FY20 estimated price-to- earnings
BUSINESS
Weekly Tactical Pick: Jyothy Laboratories
Jyothy Labs currently trades at 29 times estimated FY20 earnings, which is about 40 percent discount to the average of FMCG majors
BUSINESS
Infosys Q4 preview: Brokerages expect dollar revenue growth of 2-2.5%
Brokerages expect Q4 to be better than third quarter due to ramp-up in large deals. According to them, constant currency revenue growth could be in the range of 1.7-2.1 percent for the quarter
BUSINESS
Weekly Tactical Pick | Marico: Improving margin profile make us constructive
The management expects operating margin to improve moderately as input costs have eased and operating leverage benefits are also expected to show
BUSINESS
Weekly Tactical Pick: Associated Alcohols & Breweries
At its current market price, the stock is trading at a reasonable valuation of nearly 15 times FY19 estimated earnings
BUSINESS
Weekly Tactical Pick: Indostar Capital Finance
From the long list of NBFCs, Indostar stands out for its compelling valuation
BUSINESS
Weekly Tactical Pick | Dabur: Broadening of growth categories
We are constructive on the stock as the intertwined factors of distribution reach (direct reach at one million outlets) and rural exposure (around 45 percent of sales) are positive for the company
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
