BUSINESS
SunTV: Slow growth, missing OTT strategy underline flat quarter
The OTT ecosystem is already crowded and SunNxt appear to be already late to the party
BUSINESS
Paytm IPO: Priced at sky-high valuation, should investors subscribe?
In its aim to be India's super-app, Paytm has added many business lines that may augment revenues in the future, but each one comes with a lot of uncertainty.
BUSINESS
PB Fintech IPO – Should investors bet on this pricey new-age business?
Policy Bazaar is the prominent asset, accredited for starting online insurance sales in India some 13 years ago
BUSINESS
Nykaa IPO: Good investment opportunity in a profitable e-commerce business
Nykaa's growth profile is superior to both its international peers as well as Indian retailers. Investors can subscribe to the public issue
BUSINESS
Zee Entertainment: Should investors worry as high-decibel dispute drags on?
Failed merger transaction reaffirms ZEEL’s value in Indian media and entertainment space
BUSINESS
Saregama: Strong result, but valuation factors in positives
Saregama, being the market leader and a winner in the Indian music-streaming story, rightfully commands a premium valuation over its peers
BUSINESS
Info Edge: Recovery to drive online classified business
Info Edge has a track record of successful early-stage investment in startups including Zomato and PolicyBazaar
BUSINESS
Natural gas price on fire, how does it pan out for India?
The jump in natural gas price at home follows global trend, rising demand likely to jack up India's import bill
BUSINESS
Marriages made no more in heaven but online -- What’s in store for Matrimony.com?
Matrimony.com remains the leader in the online matchmaking business with around 60 per cent market share
BUSINESS
Zee Entertainment story is getting noisy, a matter to worry?
ZEEL's merger creates the largest media and entertainment entity, with 75 channels and two OTT platforms
BUSINESS
Zee Entertainment: More upside after the sharp rally?
Zee Entertainment is the original pioneer of India's cable TV business and its merger with Sony would create the biggest entity in the broadcasting space
BUSINESS
Is the city gas distribution sector staring at a de-rating?
The ambitious goal of a 15 per cent share in the energy mix by 2030 requires competition in the CGD space and a further decrease in prices for end-consumers.
BUSINESS
Oil & Gas: Expect a jump in price as the winter nears
The US and Europe are expected to have a severe winter in 2022 and this is likely to result in increased gas consumption
BUSINESS
Zee Entertainment boardroom coup: What’s in store for investors?
The boardroom battle is likely to impact the share price of Zee Entertainment. However, it is directionally positive for investors in the long run
BUSINESS
Shemaroo Entertainment: An attractive bet on digital media play
The upcoming festive season and a pick-up in vaccination would improve ad spend for
BUSINESS
Saregama: After a sharp run-up, is it the right time to book profits?
Saregama sees a growth of above 20 per cent in the music-licensing business over the medium term and expects to gain 20-25 per cent market share of the new music segment
BUSINESS
Castrol India: A tough quarter, will the recovery bring smile?
Castrol India dominates the private side of the fragmented lubricant market, with around 11-12 per cent market share
BUSINESS
Gulf Oil Lubricants: Volume on the mend; is it time to move in?
Gulf Oil's majority of the volume comes from the automotive segment, and with the recovery in vehicle sales, its future looks bright
BUSINESS
Gujarat State Petronet: On a solid growth curve, stock show banks on Gujarat Gas
Investors should note that Gujarat Gas accounts for a significant part of GSPL's valuation
BUSINESS
Sun TV's media business well diversified, but recovery poses a challenge
SunTV enjoys sustainable EBITDA margins in the range of around 60-65% & has a strong dividend policy
BUSINESS
Weekly Tactical Pick | Zee Entertainment
ZEEL is on the road to recovery and a good long-term bet; valuation attractive
BUSINESS
Petronet LNG: Near-term headwinds, long-term winner
Petronet is likely to benefit from India's rising natural gas consumption
BUSINESS
Indraprastha Gas: Weak quarter, but a key beneficiary of recovery theme
IGL is well placed to grow its volume in the near- to medium-term, as with the lifting of the lockdowns and resumption of mobility, a quick turnaround is inevitable
BUSINESS
Zee Entertainment: Despite slow recovery, an attractive bet on Indian OTT story
Zee should see gradual advertisement demand recovery from the second quarter onwards
