Oil – How slippery will the path be in 2021?
Several factors could play a push and pull for crude prices in 2021 and must be watched for
Bharat Rasayan: Why is this a stock to add despite the recent weak quarter?
Improving margins, strong balance sheet, healthy return on capital, capacity expansion and a gradual shift to a patented high-margin product mix and CRAMS make Bharat Rasayan attractive
Kilpest India: Is there an opportunity beyond COVID?
Allocation of cash from current boost to define future course for Kilpest India
Chambal Fertilisers: Why are we avoiding this stock despite decent numbers?
A weak balance sheet and a high working capital requirement due to delayed subsidies put Chambal Fertilisers in a weak spot
Why is it important to understand the economics of farmers’ protests?
The government appears to be ready to bring in needed amendments, and we feel with appropriate amendments these loopholes can be addressed
Airbnb: the journey from $1 billion to $100 billion in nine years
Airbnb prices defy all rationality. Wait for a leaner season
Rallis India: Weak quarter; better to avoid
While Rallis has tried to diversify into exports, seeds and CRAMs business, it lacks product differentiation
Britannia — Look beyond near-term haze
As for the capex plan of over Rs 700 crore, Britannia prioritises for newer plants in Tamil Nadu and UP, followed by Bihar
Monsoons – At least something was good in 2020
Healthy monsoon indicates a strong harvest this kharif season. Good soil moisture and water reservoir levels indicate a strong Rabi produce. That's positive for agri focussed companies
Where is crude oil heading?
Rising production is leading to a bearish momentum in crude oil prices
Gas price revision – Who gains, who loses?
Downward revision in gas prices negative for upstream gas players, but positive for downstream gas marketing companies, fertilisers, tiles and power sectors
Farm deregulation reforms – How they stand to bring about a systemic change
The implementation of agri reforms calls for the development of a parallel country-wide infrastructure for the sale and purchase of crops
Are domestic city gas distribution players at risk?
Bharat Rasayan: a good bet for the long-term investors
Bharat Rasayan is positioned to benefit from a move towards patented high margin products and CRAMS in the long run
Agri bill 2020 – The reforms and its implications for Corporate India
While we wait for the actual implementation of the farm bills, our preliminary analysis of the reforms suggests a positive impact on farming and Corporate India
Excel Industries – a decent long-term bet
Excel industries is positioned to benefit from shift of demand from China. While product concentration poses near term risk,diversification in pharma API, specialty chemicals, strong balance sheet and healthy cashflows remain positives for the longer term
Rallis India: Is it still attractive after the recent run-up?
Rallis continues to face several challenges on the raw material and product pricing front. At current prices, valuation seems expensive
HOEC – What should investors do after the recent controversy?
The legal dispute involving HOEC brings the contingent liabilities to the fore. Investors need to track further developments on this front
CFCL in a weak spot on high debt, delayed subsidy
High debt and delay in subsidy put this agrochemical stock on a shaky pitch
Coromandel International: Strong performance amid challenges
An improved product mix is a positive for Coromandel International's margins in the longer term
Dhanuka Agritech: Stellar rally since our previous call, is there room for more?
Strong stock rally in Dhanuka Agritech has pushed up valuations, but its growth story is intact
Monsoon sows seeds of hope for agri companies
Timely monsoon, strong growth in sowing acreages and healthy reservoir level augur well for agriculture and Rural India
Upstream oil twins’ path slippery for now
Given the near-term uncertainty, we would recommend only long-term investment in these two stocks, with a preference for ONGC over Oil India
IOCL: Profitability hit by inventory losses
Post a sharp hit during the initial lockdown phase, the performance of IOC is now improving. However, near-term challenges remain
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