BUSINESS
Railway engineering sector: On a structural uptrend
With improving execution and revenue visibility, the railways continues to remain good investment opporunity
BUSINESS
Va Tech Wabag: Strong execution, orders in hand to support stock
The Va Tech Wabag stock offers a reasonable opportunity for rerating and appreciation in light of undemanding valuations
BUSINESS
Shakti Pumps: Near-term pressure on margins and revenue growth
Shakti Pumps is mainly banking on orders in hand, apart from those from the government's Kusum scheme towards the end of 2021-22
BUSINESS
IRCON and RVNL: What can a merger achieve for the stakeholders?
As a merged entity, IRCON and RVNL can possess a solid portfolio of services, which can help them bring down cost and build capabilities that can shield them against competition
BUSINESS
Defence stocks move to restock their ammo
Valued attractively, defence stocks could be the best bet in a rising market
BUSINESS
Power Grid -- Earnings growth, cash flow turn the sunny side up
Good project pipeline and stable earnings growth to support stock valuation of Power Grid
BUSINESS
Bharat Electronics: Entering a new orbit
Strong order book and pick-up in execution to keep BEL's earnings high
BUSINESS
Multiple energisers to help NTPC maintain good show
Improving oprational performance and a capex led growth strategy to yield greater results for NTPC in the months to come
TRENDS
Shakti Pumps: Our winning idea, can it do more?
An earning led recovery in share prices could sustain in the near term
BUSINESS
Adani Ports & SEZ: No major impact on business, but valuation leaves little room for appreciation
While there could be pressure on volumes at the existing ports led by the second wave, the impact on Adani Ports and SEZ would be less on the back of acquisition-led growth. Valuation remains unfavourable
BUSINESS
Should you invest in Macrotech IPO?
Macrotech has now emerged as a much stronger play, leaving behind its past luggage
BUSINESS
Railway engineering sector: Back on track
We find good value in stocks like IRCON and RITES
MONEYCONTROL-RESEARCH
Defence stocks: An alpha for a defensive portfolio
Strong execution and revival in earnings backed by robust order book should augur well for defence companies in the near to medium term
BUSINESS
Praj Industries: Taking the lead in a growing space
With the government fast-tracking ethanol blending, Praj Industries' bio-energy segment has received a boost
MONEYCONTROL-RESEARCH
MTAR Technologies IPO: The right stock to add to your portfolio
MTAR operates in niche growing areas where it enjoys strong competitive advantages
BUSINESS
Construction sector: Back on growth highway
We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom
BUSINESS
PNC Infratech: Strong earnings growth and low valuation draw attention
Low valuation and high earnings visibility offer scope for PNC Infratech stock appreciation
BUSINESS
Astra Microwave: Back in the reckoning
Improving earnings outlook, strong order book and strengthening balance sheet to keep Astra Microwave stock in the limelight
BUSINESS
JSW Energy: Recovery backed by improving fundamentals
Improving fundamentals and low valuations make JSW Energy a compelling case of rerating
BUSINESS
Hindustan Zinc: A bet on faster recovery and attractive valuation
Strong recovery in Q2 and improving earnings visibility should rerate HZL stock as valuations remain attractive
BUSINESS
Shipbuilding: A deep dive into a sea of opportunity
Shipbuilding as a space is getting attention, particularly in light of an exciting business model, visibility and valuation
BUSINESS
This large-cap utility is ripe for bargain-hunting
Higher cash flows, asset monetisation and expected recovery in the consultancy and telecom business should lead to better earnings for Power Grid
BUSINESS
Cummins India: Growth delayed, but valuations turn attractive
Cummins is making efforts to piggyback on sectors that are relatively insulated from the stress in the industry such as railways, highway constructions and oil & gas
BUSINESS
Indian Energy Exchange: Building a long-term story
IEX is a good long-term play, considering its compelling business model, leadership and opportunities in the power trading sector
