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Ruchi Agrawal

Senior Research Analyst

Moneycontrol

Oil – How slippery will the path be in 2021?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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

BUSINESS

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?

MONEYCONTROL-RESEARCH

Where is crude oil heading?

Rising production is leading to a bearish momentum in crude oil prices

Gas price revision – Who gains, who loses?

MONEYCONTROL-RESEARCH

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

MONEYCONTROL-RESEARCH

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?

MONEYCONTROL-RESEARCH

Are domestic city gas distribution players at risk?

Bharat Rasayan: a good bet for the long-term investors

MONEYCONTROL-RESEARCH

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

MONEYCONTROL-RESEARCH

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

MONEYCONTROL-RESEARCH

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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

MONEYCONTROL-RESEARCH

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?

BUSINESS

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

MARKETS

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

BUSINESS

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

BUSINESS

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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