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Nandish Shah

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Is Mrs Bectors Food the right bite for the investor?

BUSINESS

Is Mrs Bectors Food the right bite for the investor?

Bectors' IPO comes at a discount to the valuation of Britannia and other players on a trailing earnings basis

Vedanta: Why do we see some trading gains in this stock?

BUSINESS

Vedanta: Why do we see some trading gains in this stock?

Investors need to keep a watch on the increase in inter-corporate loan to Vedanta's promoter group

JSW Steel: Stellar quarter, but recent rally caps upside

BUSINESS

JSW Steel: Stellar quarter, but recent rally caps upside

Doubling of steel capacity at Dolvi likely to be completed by March 2021 while acquisition of Bhushan will lead to higher debt for JSW Steel

Hot Stocks | Can bet on PNC Infratech, Strides Pharma and Lupin for short term

BUSINESS

Hot Stocks | Can bet on PNC Infratech, Strides Pharma and Lupin for short term

The short-term trend has turned bullish as Nifty is trading above its 5 and 11-day simple moving averages that are currently placed at 11,800 and 11,620, respectively.

Titan: Recovery witnessed in the September quarter

BUSINESS

Titan: Recovery witnessed in the September quarter

Cost reduction exercise by Titan to support earnings for FY21

Should investors participate in the Vedanta delisting?

BUSINESS

Should investors participate in the Vedanta delisting?

Reverse book-building for delisting of Vedanta begins from October 5

Kirloskar Ferro Industries: Cost savings initiatives to support earnings growth

BUSINESS

Kirloskar Ferro Industries: Cost savings initiatives to support earnings growth

Kirloskar Ferro: Triggers like own iron ore mines and acquisition of VSL asset can further improve financials

General Atlantic-Reliance Retail deal: Value unlocking in retail continues

BUSINESS

General Atlantic-Reliance Retail deal: Value unlocking in retail continues

Deal with General Atlantic marks the third monetisation in Reliance Retail

Hot Stocks | Quick Heal, Strides Pharma, Hikal can give about 11% return in short term

BUSINESS

Hot Stocks | Quick Heal, Strides Pharma, Hikal can give about 11% return in short term

A close above 11,300 would give the bulls full control as it would lead to a short-covering which might push Nifty to the next resistance level of 11,600.

GMM Pfaudler: Is it worth a look after price correction triggered by offer for sale?

BUSINESS

GMM Pfaudler: Is it worth a look after price correction triggered by offer for sale?

Expect another offer for sale from GMM Pfaudler in the near term as the promoter will require funds to complete the acquisition of 20 percent stake in Pfaudler Inc

KKR-Reliance Retail deal: Value unlocking story continues

BUSINESS

KKR-Reliance Retail deal: Value unlocking story continues

Deal with KKR marks the second monetisation in Reliance Retail

Steel Authority of India: Better days ahead factored in the price run-up

BUSINESS

Steel Authority of India: Better days ahead factored in the price run-up

SAIL: On the back of an increase in steel prices and higher volumes, September-quarter results are likely to be better

Midhani: A beneficiary of the defence opportunity, add in the weak phase

BUSINESS

Midhani: A beneficiary of the defence opportunity, add in the weak phase

Midhani’s OFS to keep share price under pressure in the near term

Hot Stocks | IEX, Rallis India and Deepak Nitrite can give 8-10% returns in short term

BUSINESS

Hot Stocks | IEX, Rallis India and Deepak Nitrite can give 8-10% returns in short term

There are multiple pieces of evidence that suggest that Nifty is likely to find strong support around 11,200 levels and unless it closes below this level, the uptrend will remain intact.

Does this security service company’s underperformance merit attention?

BUSINESS

Does this security service company’s underperformance merit attention?

SISL has lost nearly 43 percent from its 52-week high and recovered by 14 percent from its 52-week low

Nalco: Cost leadership puts it in a safe place for long term

BUSINESS

Nalco: Cost leadership puts it in a safe place for long term

Nalco, with an integrated set-up, lowest cost curve in terms of alumina production and captive power supply is likely to remain competitive

Tata Metaliks - Quality play on the water infrastructure opportunity

BUSINESS

Tata Metaliks - Quality play on the water infrastructure opportunity

Dispatches in September quarter to be impacted by monsoon

JSW Steel: Demand and realisations to improve, but high debt is an overhang

BUSINESS

JSW Steel: Demand and realisations to improve, but high debt is an overhang

With lower coking coal cost and tight controls over fixed costs, JSW Steel’s EBIDTA per tonne is likely to recover

Nestle: Strong cash flows help it combat headwinds

BUSINESS

Nestle: Strong cash flows help it combat headwinds

Investors should take comfort from the fact that Nestle has continued to focus on innovation and has launched 71 new products since 2016

Marico: Demand to stabilise, accumulate on declines

BUSINESS

Marico: Demand to stabilise, accumulate on declines

Marico's focus on its food portfolio and the value segment of hair oils could help the firm cope with this difficult macro environment

ITC -- Time for a re-rating

BUSINESS

ITC -- Time for a re-rating

ITC's plan to distribute around 80-85 percent of its earnings as dividends in the medium term is a positive for valuation

Jindal Steel and Power: Deleveraging, low-cost iron ore and higher utilisation to support earnings

BUSINESS

Jindal Steel and Power: Deleveraging, low-cost iron ore and higher utilisation to support earnings

The main point of concern is operating performance of international subsidiaries of Jindal Steel and Power and their higher debt

Stable LME prices and lower cost to support Hindustan Zinc's earnings

BUSINESS

Stable LME prices and lower cost to support Hindustan Zinc's earnings

Hindustan Zinc is a net debt free company with cash reserves of Rs 15,480 crore , around 20 per cent of market capitalisation

Hindustan Unilever: Merger with GSK consumer healthcare business and cost savings help

BUSINESS

Hindustan Unilever: Merger with GSK consumer healthcare business and cost savings help

Given the macro environment, HUL’s performance remained steady

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