BUSINESS
A defensive bet that offers growth, valuation cushion
With a strong balance sheet and quality of business, the market should be looking at a strong earnings visibility of Bharat Electronics
BUSINESS
Weekly Tactical Pick | NTPC
A strong bet in a volatile market; monetisation of renewable assets to unlock value for NTPC
BUSINESS
Railway engineering sector: Right time to board
Railways engineering space offers good risk reward in the near term
BUSINESS
Engineers India: Growth feels the pinch, valuations hold up
Engineers India has enough room for growth next year, particularly in light of the improving execution
BUSINESS
Va Tech Wabag: Lack of fresh orders, core earnings may affect near-term show
Expect earnings of Va Tech Wabag to moderate in the near term mostly due to slow execution
BUSINESS
Cummins India: Riding on recovery in the domestic economy
Strong recovery in the core economy to drive growth and earnings for Cummins India
BUSINESS
Tata Power: A play on green infrastructure
A faster rollout of the green energy infrastructure (EV charging stations) and a spike in international coal prices should support strong earnings growth for Tata Power over the next two years
BUSINESS
Thermax: Domestic recovery to aid growth, but valuation factors in near-term growth
Recent outperformace in Thermax could limit near term upside
BUSINESS
Adani Ports & SEZ: Value emerging despite the earnings miss
Adani Ports and SEZ is sitting on a good amount of cash, and expecting to generate free cash flow of close to Rs 6400 crore
BUSINESS
Infrastructure and Engineering: Prime billing in Budget 2022, companies in sectors to benefit
The budget’s laser focus on capital expenditure and promoting domestic manufacturing unleashes opportunities for companies in these sectors
BUSINESS
NTPC: Value unlocking could drive stock higher
Value unlocking in renewable business and improving earnings to support the NTPC stock
BUSINESS
Larsen & Toubro: Strong pipeline, stable earnings to support stock returns
L&T expects close to Rs 4 lakh crore of orders in the pipeline, the highest in the recent past, providing a strong revenue visibility
BUSINESS
Indian Energy Exchange: All-round growth pushes Q3 earnings higher
Led by higher contribution from new segments and markets, IEX logs strong growth in revenue
BUSINESS
Shakti Pumps: In a recovery mode, growth likely to resume
The Kusum-2 scheme, which envisages to install 317000 solar pumps, offers a huge opportunity for companies like Shakti
BUSINESS
JSW Energy: Recent huge outperformance could limit stock returns in the near term
Valuations of JSW Energy have spiked making it an unattractive bet now
BUSINESS
Looking for a defensive bet for a volatile market? Here's one
Attractive valuation and improving fundamentals make Mazagon Dock a great buy
BUSINESS
Infrastructure sector: From good to great
Government aims to almost double the infrastructure spend under the National Infrastructure pipeline, providing huge growth opportunity for the infrastructure companies
BUSINESS
NTPC valuation stands out on risk-reward maths
Considering low valuation and improving earnings visibility, the NTPC stock could take on shine again
MONEYCONTROL-RESEARCH
Bharat Dynamics: Fundamentals get back in shape, ready to fire?
Improving execution and strong order book to support growth
BUSINESS
Weekly Tactical Pick: Bharat Electronics
Fundamentals improving; order book provides good revenue visibility
BUSINESS
Defence shipbuilding stocks: Time for higher growth and a likely rerating
BUSINESS
Data Patterns IPO: A rewarding affair for shareholders
Strong pipeline of orders and a sound business model key positives for Data Patterns
BUSINESS
This railway stock is chugging along. Should you hop on?
Strong revenue visibility and attractive valuation to support the IRCON stock from here on
BUSINESS
Shriram Properties IPO: Strong revenue visibility, business quality to create value
Strong pipeline of projects to support Shriram Properties growth and help it return to profits
