BUSINESS
What to look out for in assessing where crude oil is headed in 2019
Predicting crude oil prices is no easy task, but what we can do is flag the factors to watch out for in the crude oil market in 2019
BUSINESS
Chalet Hotels IPO review - attractive business, but high debt a cause of concern
EARNINGS
Coromandel International Q3FY19: Subdued performance, weak margins drag profitability
BUSINESS
HOEC Q3 review: Growth on track but royalty payments a drag on margin
BUSINESS
Rallis India Q3 review: Operational environment overhang to continue, time for an overhaul
Earnings were impacted due to certain one off items which were taken on account of delay in receipts on sales.
BUSINESS
Reliance Industries Q3FY19 – Petchem and retail drive the show
Jio's overall performance was good, but customer addition and average revenue per customer growth slowed.
SECTOR
Unrelenting farmer distress highlights pressing need for an overhaul
COMPANIES
Quick Take | Govt may delay payment of subsidy on petroleum products, OMCs could take a hit
With several planned expenses still in the pipeline, the government is now looking for measures to prevent a fiscal breach.
BUSINESS
Inventory loss to eat into profits of downstream oil companies
STOCKS
Quick Take | Monsanto wins legal battle for BT cotton seed technology
SC has overturned a judgment by the Delhi High Court which held that certain items such as seeds, plants and animals cannot be patented under Indian laws.
BUSINESS
UPL's Arysta acquisition: Increased exposure to Europe post deal may hit synergies
The heavy leverage from the acquisition brought in scepticism amongst investors, however, the synergies from the deal indicated EPS (earnings per share) accretion from the first year.
BUSINESS
Ideas for Profit | Sinclairs Hotels – attractive pick in leisure space
BUSINESS
ONGC to consider listing OVL, making provisions for buyback
BUSINESS
Potential deal with Brookfield AMC could lift spirits for Hotel Leela, hospitality sector
Infusion of Rs 4,500 crore through the proposed deal would help in taking care of the debt strengthening the balance sheet and improving returns.
BUSINESS
IOCL, ONGC buyback: Stocks rally, but is it really time to rejoice?
After the failure of some strategic share sales (like that of Air India) due to various reasons, the buyback route is being seen as a tool for the government to meet its annual divestment target
BUSINESS
India’s chronic agri distress led to a change in political flags
COMPANIES
Ideas for Profit | Bharat Rasayan – promising stock with healthy returns, margins
The stock has corrected 37 percent from its 52-week high and is now trading at a 17.6x 2019e (estimated) earnings.
BUSINESS
OPEC’s production cut: Should India worry?
In the shorter run, while crude prices might see some support, we remain bearish on the overall crude prices in the longer term
BUSINESS
Here’s what to expect from today’s OPEC meet
OPEC’s meeting in Vienna, which kicks off today, will decide the cartel’s future course of action. We look some major developments in the oil world, which could be taken up at the meeting
BUSINESS
What the new GDP data says about corporate earnings, and doesn't
It was earlier believed that the real GDP growth was higher during the UPA regimes pre-2014 and that the domestic economy remained largely insulated from the global recession in 2009.
EARNINGS
Hotels sector Q2 review: Make hay while the sun shines
Companies are now strategically concentrating on expanding the retail and mid-corporate segment, where there is more pricing power. This would help to improve margin, given the upcycle phase in the industry
EARNINGS
Dhanuka Agritech: Earnings revive QoQ; long term story remains intact
The stock has corrected 32 percent over the last one year. After the correction, the stock is now trading at an FY19 estimated price-to-earnings of 17 times
BUSINESS
Insecticides India: Healthy volume growth boosts Q2 sales; an attractive long term pick
The stock has corrected 25 percent in the last three month and is currently trading 41 percent below its 52-week high. Post-correction, the stock is now trading at FY19 estimated price-to-earnings of 12 times
BUSINESS
Q2 FY19 review: Earnings mixed; accumulate IGL & MGL from the gas space
Given the macro opportunities, we remain positive on the sector's growth story
