BUSINESS
Gas sector: What do we like the most about it?
With the global milieu remaining volatile, the much-anticipated Kirit Parikh (KP) committee report on domestic gas pricing provides a ray of hope.
BUSINESS
Multiplex sector: Why a disaster quarter doesn’t dim the upside
The combined cost of tickets and F&B for a single movie is more than the monthly subscription cost of some of the OTT platforms and a large content library adds to the OTT attraction. So far, multiplexes do not appear to have an answer for it
BUSINESS
Oil and Gas: Shifting sands pose new challenges
There is an over-arching pattern in the apparently conflicting trends in the oil & gas space. One has to see through the complexities to make sense
BUSINESS
Gujarat Gas: Why we are not seeing any upside in this stock
The sharp fall in industrial volume was led by the shutdown of the Morbi-based ceramic plants and the favourable economics of switching to propane.
BUSINESS
IGL and MGL: CGD sector is in a spot of bother, any upside left?
The CGD sector is heavily dependent on priority sector gas allocation, which has come down to around 90-93 percent, forcing them to use expensive contracted & spot LNG gas to fill the gap
BUSINESS
Info Edge: Does surprise margin improvement make the stock a good catch?
Despite being one of the leaders in the online classified space and the strong growth trajectory, the risk-reward ratio is not favourable for an immediate entry into the stock
BUSINESS
Zomato: Should you bite into this business?
Profitability by FY24 is likely to come at the cost of the growth in the food delivery business
BUSINESS
Kaynes Tech IPO: Should you consider it, despite the expensive valuation?
Kaynes Technology is an EMS player with its revenue diversified across different verticals and enjoys high margins
BUSINESS
GAIL: Are all negatives priced in?
A collapse in the gas marketing spread and gas supply constraints are causes for concern as chances of LNG prices coming down soon appear remote
BUSINESS
Saregama: Playing all the right notes, but is it a symphony?
The highest-ever quarterly revenue of Rs 150 crore was driven by both licensing and device sales.
BUSINESS
MapmyIndia: Margin slippage in the quarter doesn’t change our bullish stance
Strong EBITDA margin and double-digit revenue growth make the business attractive.
BUSINESS
Mphasis: Slow growth in Q2FY23, but this IT player’s valuation is a pull
New deals with a total contract value (TCV) of $302 million, including two large deals worth $110 million, were the bright spots in the quarter.
BUSINESS
Shemaroo: Q2 takes on shine, but full recovery to take time
The focus on diversifying revenue streams should stand in good stead for Shemaroo’s growth trajectory. But investors need to wait as the valuation offers no meaningful upside
BUSINESS
KPIT: What should investors do, post strong growth guidance?
Revenue growth likely to face cross-currency headwinds; better to add the stock gradually, given limited valuation upside for now
BUSINESS
LTTS: Good quarterly performance, but valuation tempers excitement
LTTS' transportation and plant engineering segments appear to be doing well, driven by the underlying themes of energy transmission, electric vehicles, ADAS (advanced driver assistance system), and digital manufacturing
BUSINESS
Cyient: An overlooked IT business with reasonable valuation
Cyient's management has retained its FY23 guidance of 13-15 percent organic revenue growth in constant currency terms and 14-15 percent inorganic growth
BUSINESS
SunTV: Is this media company a safer choice for investors amid uncertainty?
Sun TV's ownership of IPL Franchise Sunrisers Hyderabad has added value and diversification to Sun's business, which would only grow, going ahead, and may have more tailwinds tied to the team's performance
BUSINESS
OPEC+ meet: Four key takeaways for you
OPEC+ production cut helps Russia through better realisations but they are also facing multiple headwinds, including price cap embargo, rising freight rates and insurance costs.
BUSINESS
How does the road look for oil and coal prices?
Crude oil price has multiple upside risk factors and a single downside risk of a severe demand-destroying recession. Coal is a sweet spot currently with higher demand from the European region
BUSINESS
CMS Info systems: Why you should have this stock in your portfolio
The cash management industry structure is such that it favours the growth of the market leader
BUSINESS
KPIT: How is the Technica acquisition shaping up?
The deal will offer business synergies but KPIT’s valuation is above comfort level
BUSINESS
What do structural gaps in energy market mean for central banks?
The Fed wants to avoid any policy error that can lead to the persistence in inflation readings for a longer period. And that’s why the pick-up of core inflation in the US is a worrying point
BUSINESS
Info Edge: After a record show, where is it headed?
Info Edge's recruitment business has seen strong momentum, thanks to record attrition and demand in the IT sector.
BUSINESS
The gas crisis in Europe may queer the pitch for these sectors
European nations are staring at troubles both economic and political, which can have a contagion effect on multiple industries and trading partners
