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
BUSINESS
Petronet LNG – A good defensive bet
PLNG is a low risk defensive play positioned to benefit from multiple growth triggers in medium to long term. In the current volatility it can be a good add to the portfolio.
BUSINESS
PI Industries : A good show in tough times
BUSINESS
Reliance Industries Q4 FY20: Consumer facing businesses hold the fort; deleveraging cycle gains momentum
With the announcement of rights issue, the company appears to be on track to meet its goal of net zero debt by the end of the current fiscal year.
BUSINESS
Corona blues for agrochemical players, input lines may choke
BUSINESS
Budget Preview | Agriculture looks up to Budget for relief. Here’s what it wants
The list of expectations for the agri community is long. But then, the Budget will be a test of ability and willingness to spend
BUSINESS
Rallis India Q3 FY20 – Tide has turned, but pricing is a sticking point
The stable quarterly numbers came on the back of a healthy top line growth, positive farm sentiment and new product launches
BUSINESS
Ideas for Profit | A lacklustre performance by the hotel sector: Should you check in now?
BUSINESS
US–Iran tensions | Where is crude headed and how will India be affected?
BUSINESS
Ideas for Profit | Correction in prices of this agri stock gives opportunity to accumulate
BUSINESS
Gas distribution company valuations appear inflated, but are backed by solid Q2 earnings
BUSINESS
Ideas for Profit | Indian Hotels: Another solid quarter, buy on any weakness
BUSINESS
Ideas for Profit | Steep correction in this agri stock could usher in gains
Post-correction, the stock is now trading at an FY19 estimated price-to-earnings of 14 times
BUSINESS
Metropolis IPO review – growing diagnostic chain, invest for long term
BUSINESS
Ideas for Profit | Healthy growth to continue for downstream gas sector
Allocation of new GAs in the 10th round of CGD bidding will be an additional growth driver for the future.
BUSINESS
Agrochemical sector Q3FY19 review: Mixed bag; muted domestic growth, input costs weigh
Of the agrochemical stocks, we find PI Industries and Insecticides India on track for growth and would recommend to keep these on radar and accumulate for long term portfolio in a staggered manner.
BUSINESS
Ideas for Profit | Indian Hotels: Strong Q3 performance, international business witnessing green shoots
BUSINESS
Chalet Hotels IPO review - attractive business, but high debt a cause of concern
BUSINESS
Ideas for Profit | Sinclairs Hotels – attractive pick in leisure space
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
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
Indian Hotels Q2FY19 – encouraging growth in seasonally weak quarter
Going forward, the company aims to improve margins by hiking rates wherever possible, increase in management fee income, higher income from new inventory and cost optimisation in payrolls and corporate overheads.
EARNINGS
Tata Chemicals: Weak Q2; capital infusion in high margin business could trigger a re-rating
A successful deployment of capital in high margin businesses can improve earnings and trigger a re-rating for the stock
BUSINESS
Ideas for Profit: Godrej Agrovet & Indian Hotels attractive post-correction; accumulate
With the growth story for both GAVL and IHCL intact, we find the current price level attractive and would recommend progressive accumulation.
