BUSINESS
Zomato: After the successful IPO, is it the right time to invest?
Rising food delivery and plausible foray into new businesses will drive Zomato's revenue rapidly, but prolonged delay in return to profitability and lack of visibility of such plans should reflect in valuations
BUSINESS
CarTrade IPO: A fast and furious journey to profits?
With an asset-light, profitable business model, CarTrade is poised to grow its size and margins as the sector evolves
BUSINESS
Gujarat Gas: Good Q1 performance, limited upside potential
Any upside for Gujarat Gas from here is likely to be limited, investors have to wait for a better entry point
BUSINESS
GAIL - Short-term hiccups, long-term story intact
GAIL has a scope of accelerated growth beyond FY23 as projects in the pipeline get commissioned.
BUSINESS
Mahanagar Gas: Limited growth drivers; eye a fresh entry
Mahanagar Gas' CNG volumes are expected to return to the pre-pandemic levels in the second quarter this fiscal
BUSINESS
Zomato: Appetiser was good, but is the market ready for the main course?
High growth with limited visibility of profitability, Zomato trades at a premium valuation over its global peers
MONEYCONTROL-RESEARCH
Will the OPEC+ deal halt surging oil prices?
OPEC+ reached a new agreement, but demand supply gap will dictate the crude prices
BUSINESS
Zomato IPO: Will it deliver a good meal to investors?
India’s leading online food-delivery company promises high growth but at a premium valuation
BUSINESS
How should investors look at Zomato’s valuation?
While its market share has grown in recent years and popularity has increased manifold after the outbreak of the pandemic, Zomato’s IPO pricing has raised many eyebrows
BUSINESS
Gujarat Gas: Solid, sustainable business; long-term growth story intact
Gujarat Gas may face price headwinds in the near term but long-term growth drivers are intact. Company well-positioned to reap the benefits of growth in gas demand
BUSINESS
MGL: Superior margin, but limited growth opportunities
The government announcing the 11th round of city gas distribution bidding may turn out to be a good opportunity for MGL
BUSINESS
IGL: Quality gas play at a premium
IGL's valuation is fair, given zero debt on its books, monopoly in operations and long-term growth drivers
ECONOMY
Can crude oil hit $100 a barrel anytime soon?
The limited growth in OPEC+ output, the US oil industry’s limited capacity for expansion, and demand revival, aided by economic recovery and vaccination, are likely to keep oil prices elevated
BUSINESS
Why GAIL has enough gas in the tank for the investor
We view GAIL as a strong, near-monopoly business model, which alone should drive secular, sustainable growth in future
TRENDS
Petronet LNG – A slow and steady stock for the long term
As the largest LNG importer, PLNG will continue to benefit from the rising demand from the city gas distribution and the power sectors
