BUSINESS
Motherson Sumi’s shares fall sharply, recovery depends on demand revival
TELECOM
Green shoots in the telecom sector?
Big relief seen coming in telecommunications sector from tariff hike; we are positive on Reliance Jio and Bharti Airtel
BUSINESS
Sector explainer | Telcos bitten by data bug, put growth on speed dial
Profitability, outlook and emerging trends should be on your checklist before you take the stock call
EARNINGS
Despite M&M’s dismal current show, reasonable valuation makes it a long-term buy
EARNINGS
Ashok Leyland: Weak Q2, but sharp price fall makes it a long-term candidate
BUSINESS
Sector explainer | Airlines are in turbocharge mode. The sky is not the limit
The best time to acquire airline stocks is when ATF prices are likely to decline, and make sure the carrier has a lean cost structure
BUSINESS
Mahindra CIE September quarter: Weak numbers amid subdued demand, accumulate only for long term
BUSINESS
Classroom | 8 parameters to check before investing in telecom stocks (Equity: Part 23)
Average revenue per user, which is calculated by dividing total revenue by the number of subscribers
BUSINESS
Can Vodafone Idea’s parents rescue the sinking ship?
BUSINESS
Tata Motors Q2: Is the worst behind and time to board the ride?
BUSINESS
Telecom judgement: Promoters and parents of incumbents need to infuse equity
BUSINESS
Hero MotoCorp Q2: Demand in sickbay, but you can take a ride
EARNINGS
Ideas for Profit | Maruti Suzuki: Wait for more downside to accumulate
BUSINESS
Classroom | When investing in aviation companies, what are the key parameters I should look at? (Equity: Part 17)
Revenue passenger kilometre is the sum of paid travellers in an aircraft multiplied by the distance it flew. One passenger who has paid for his ticket, flying one kilometre, equals one RPK. It is an indicator of demand.
MONEYCONTROL-RESEARCH
Bajaj Auto Q2 – Product mix helped, outlook positive; accumulate
BUSINESS
Classroom | When investing in auto companies, what are the key parameters I should look at? (Equity: Part 16)
When investing in auto companies volumes, realisation, revenue, gross profit are key parameters.
BUSINESS
Reliance Industries Q2FY20 – Retail and Jio drive the show, core business in line with global cues
RIL’s thrust towards consumer facing businesses was evident in yet another stellar performance by its retail division. Reliance Retail remains among the biggest and fastest growing retail players in the world.
BUSINESS
Delta Corp Q2 – Multiple growth points, a strong play in gaming
BUSINESS
What RJio’s IUC move means for the parent’s valuation
SECTOR
Reliance Jio: Charging IUC from customers amid regulatory uncertainty should be positive for earnings
Jio has promised that this charge will go away as soon as TRAI implements zero IUC
AUTOMOBILE
Auto monthly sales: No let-up in gloom, festive demand a ray of hope
BUSINESS
Lumax’s focus on LED products and attractive valuations make it a long term bet
Lumax trades at a valuation of 9.1 times FY21 projected earnings. We advise investors to accumulate this strong business with an eye on the long term
BUSINESS
Auto and FMCG | Which companies gain from the tax cut and how may they spend extra cash?
BUSINESS
Ideas for Profit | An auto ancillary company worth accumulating for the long term
