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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

Delta Corp Q2 – Multiple growth points, a strong play in gaming

BUSINESS

Delta Corp Q2 – Multiple growth points, a strong play in gaming

What RJio’s IUC move means for the parent’s valuation

BUSINESS

What RJio’s IUC move means for the parent’s valuation

Ideas for Profit | Don’t miss this fundamentally strong auto ancillary company

BUSINESS

Ideas for Profit | Don’t miss this fundamentally strong auto ancillary company

Reliance Jio: Charging IUC from customers amid regulatory uncertainty should be positive for earnings

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

Auto monthly sales: No let-up in gloom, festive demand a ray of hope

AUTOMOBILE

Auto monthly sales: No let-up in gloom, festive demand a ray of hope

This fallen auto ancillary can make a cool addition to your portfolio

BUSINESS

This fallen auto ancillary can make a cool addition to your portfolio

Lumax’s focus on LED products and attractive valuations make it a long term bet

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

Wabco and Bosch: Long-term portfolio additions despite sluggish demand outlook

BUSINESS

Wabco and Bosch: Long-term portfolio additions despite sluggish demand outlook

Auto and FMCG | Which companies gain from the tax cut and how may they spend extra cash?

BUSINESS

Auto and FMCG | Which companies gain from the tax cut and how may they spend extra cash?

Ideas for Profit | An auto ancillary company worth accumulating for the long term

BUSINESS

Ideas for Profit | An auto ancillary company worth accumulating for the long term

Motherson Sumi – Does it deserve investors’ attention now?

BUSINESS

Motherson Sumi – Does it deserve investors’ attention now?

Diamonds in the Dust | Shares of this CV maker have tanked, can it ride out this rough patch?

BUSINESS

Diamonds in the Dust | Shares of this CV maker have tanked, can it ride out this rough patch?

Volatility will continue, but this is a fundamentally strong business that has huge potential to grow in India.

Down but not out – These long-term portfolio stocks may be worth accumulating

BUSINESS

Down but not out – These long-term portfolio stocks may be worth accumulating

April sales: Tough times continue for automobile companies

BUSINESS

April sales: Tough times continue for automobile companies

TVS Motor Q4 FY19 – decent show; valuation at elevated levels

MONEYCONTROL-RESEARCH

TVS Motor Q4 FY19 – decent show; valuation at elevated levels

Ideas for Profit | Hero MotoCorp: Q4 earnings dismal; long-term valuations attractive

BUSINESS

Ideas for Profit | Hero MotoCorp: Q4 earnings dismal; long-term valuations attractive

Varroc Engineering: A decent long-term business at attractive valuations

MONEYCONTROL-RESEARCH

Varroc Engineering: A decent long-term business at attractive valuations

Hero MotoCorp Q4 review: Margin under strain, demand outlook muted

BUSINESS

Hero MotoCorp Q4 review: Margin under strain, demand outlook muted

Factors such as rising fuel prices, hardening interest rates, higher compulsory long-term insurance prices, and economic downturn ahead of the general elections have been demand spoilers.

Maruti Suzuki - Soft demand, increase in costs mar Q4

BUSINESS

Maruti Suzuki - Soft demand, increase in costs mar Q4

Aviation industry continues to face turbulence due to Jet fiasco, IndiGo maintains vice-like grip

BUSINESS

Aviation industry continues to face turbulence due to Jet fiasco, IndiGo maintains vice-like grip

Reliance Industries Q4FY19 – Consumer business takes up the baton

BUSINESS

Reliance Industries Q4FY19 – Consumer business takes up the baton

The consumer businesses were the saviour. Margins in retail improved and Jio’s quarterly performance remains robust.

Subros: A bet worth taking

BUSINESS

Subros: A bet worth taking

The company is a proxy play on the growth of Maruti Suzuki India Ltd as it is the sole supplier of high-value critical AC components to Maruti Suzuki.

Delta Corp: A strong play on India’s gaming industry

BUSINESS

Delta Corp: A strong play on India’s gaming industry

Ideas for Profit | Ashok Leyland: A long-term bet in the commercial vehicle space

BUSINESS

Ideas for Profit | Ashok Leyland: A long-term bet in the commercial vehicle space

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