BUSINESS
Weekly Tactical Pick: Why this cash manager counts
Even as digital payment penetration rises, the absolute quantum of cash circulation will continue to remain large, cementing the long-term presence of service providers such as CMS Info Systems.
BUSINESS
Weekly Tactical Pick – Why this private bank looks well poised
While margins have peaked, strong loan growth and benign credit costs will support earnings growth in the current fiscal
BUSINESS
Weekly Tactical Pick: Divi’s Lab is better placed to ride the API up-cycle
Even though pricing headwinds remain in the generic portfolio, we believe new growth opportunities can reinvent the earnings trajectory for the company.
BUSINESS
Q1FY24 Earnings: Corporate India posts a sizzling show riding on domestic revival
The momentum is likely to continue with the festive season ahead but inflation and weak global re-covery may play spoilsport
BUSINESS
Weekly Tactical Pick: Why this jeweller can add glitter to your portfolio
Senco has indicated that demand momentum has sustained so far in Q2 and it would report a healthy double-digit growth in Q2 FY24 also
BUSINESS
Weekly Tactical Pick – Why should you look at this banking behemoth?
The State Bank stock is trading at rock-bottom valuation in a buoyant market despite an impressive financial performance in Q1FY24
BUSINESS
Weekly Tactical Pick: Krsnaa Diagnostics – A play on underpenetrated healthcare infrastructure
The court order on Rajasthan contract should act as a tonic for this diagnostic company
BUSINESS
Weekly Tactical Pick: Contra call on this chemical pick
Given the growth potential, aggressive investments, and supportive balance sheet, SRF is poised to counter cyclical headwinds better
BUSINESS
Weekly Tactical Pick: Recent consolidation gives an opportunity in Ami Organics
Its commercial arrangement with the innovator, Fermion, and the growing electrolyte additives business are two factors that place the company ahead in the race
BUSINESS
In Pics: France celebrates Bastille Day, PM Modi attends as 'Guest of Honour'
Prime Minister Narendra Modi of India is the guest of honour at the July 14 military parade, which marks the beginning of France's national day celebrations.
BUSINESS
Weekly Tactical Pick: This mid-sized cement player has aggressive growth targets
A combination of buoyant demand, easing cost pressures, reasonable valuations, and significant stock underperformance leave decent room for potential upside
BUSINESS
Weekly Tactical Pick: Why this shipyard stock offers great value
The stock is expected to benefit from improving revenue visibility, better margins, and strong order inflows
BUSINESS
Will rising deposit mobilisation give wing to bank profitability?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in FY24. In this regard, deposit growth trend becomes very crucial.
BUSINESS
Mankind, TVS, IDBI becomes largecaps; Nykaa, JSW Energy, Page Industries down to midcap bracket
Jindal Steel & Power, Punjab National Bank, IDBI Bank, Canara Bank, TVS Motor Co, Tube Investments and Mankind Pharma have entered into the large cap category from midcap
BUSINESS
How to navigate judiciously the plethora of IPOs this week
Of the three flotations, one is a clear avoid while the other two are worth considering
BUSINESS
Weekly Tactical Pick: Why should you pick this wealth manager?
360 One Wealth’s business model has become more resilient to regulatory changes, moving from a distribution-based model to an advisory-based one. With the key focus on alternative assets, exposure to MF AUM is very small
BUSINESS
Weekly Tactical pick: Why select this construction player?
HG Infra Engineering Limited is constructing the base for a strong and diversified earnings growth.
BUSINESS
MC Pro’s ‘Make in India Index’: 14 gems to ride the domestic manufacturing mega trend
The index includes 14 high conviction stocks from various sectors that are key beneficiaries of import substitution, export opportunity and above all a fillip to domestic manufacturing and self-reliance
BUSINESS
Weekly Tactical Pick | This hotel offers investors a wide room to view
Strong demand, more rooms, higher realisations and lower costs have all combined to make the hotels and travel sector, and this hotel company in particular, an attractive pick
BUSINESS
IKIO Lighting IPO: Why should you avoid?
Concentration risk, weak cash flow, tepid demand, and export competition can come in the way of future growth
BUSINESS
Weekly Tactical Pick – Why this cement stock deserves attention
Sagar Cements should continue to see a healthy revenue growth in FY24, driven by new capacities and robust end-market demand.
BUSINESS
Does Corporate India resonate the optimism of GDP data?
With interest rates largely peaking out globally, the demand scenario should look up and support earnings, though the probable El-Nino impact on monsoon remains a key watch
BUSINESS
Weekly Tactical Pick: Time to look at this diversified aromatic chemical company?
The impact of high-cost inventory is waning and the medium-term growth pro-spects are bright
BUSINESS
Weekly Tactical Pick – Why this chemical stock warrants a look?
Apcotex is a beneficiary of the import substitution theme and volumes should drive growth with a subsequent pick-up in margins
