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Sachin Pal

Senior Research Analysts

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Mid-cap cement: Which stocks to pick?

BUSINESS

Mid-cap cement: Which stocks to pick?

Market paradox: Nifty near all-time highs; valuations stretched; growth at multi-year lows

BUSINESS

Market paradox: Nifty near all-time highs; valuations stretched; growth at multi-year lows

There is a strong possibility of mean reversion for valuation multiples

TCI Express: Delivering good performance, but valuations are expensive

BUSINESS

TCI Express: Delivering good performance, but valuations are expensive

Kajaria Ceramics: Q2 fails to hit the mark, valuation looks stretched

BUSINESS

Kajaria Ceramics: Q2 fails to hit the mark, valuation looks stretched

Crompton Consumer Q2: Use this soft patch to add for the long term

BUSINESS

Crompton Consumer Q2: Use this soft patch to add for the long term

Can Vodafone Idea’s parents rescue the sinking ship?

BUSINESS

Can Vodafone Idea’s parents rescue the sinking ship?

Classroom | Key parameters to consider when investing in cement companies (Equity: Part 19)

BUSINESS

Classroom | Key parameters to consider when investing in cement companies (Equity: Part 19)

While India is one market, transporting cement across long distances is not feasible. Which region a company is located in, the capacity situation in that region and whether the leading company in that region is rational about pricing makes a big difference to the profitability of companies in that region.

Telecom judgement: Promoters and parents of incumbents need to infuse equity

BUSINESS

Telecom judgement: Promoters and parents of incumbents need to infuse equity

Havells India: Lloyd spoils Q2 show, buoyant valuations warrant caution

BUSINESS

Havells India: Lloyd spoils Q2 show, buoyant valuations warrant caution

Asian Paints Q2 FY20: Volumes shine again

BUSINESS

Asian Paints Q2 FY20: Volumes shine again

Ambuja Cements: September quarter results in line, outlook muted

BUSINESS

Ambuja Cements: September quarter results in line, outlook muted

GM Breweries Q2 FY20 review: Margin pressures to persist

BUSINESS

GM Breweries Q2 FY20 review: Margin pressures to persist

WeWork IPO shock – Is the private equity bubble about to burst?

BUSINESS

WeWork IPO shock – Is the private equity bubble about to burst?

How the revised domestic natural gas prices impact different sectors

BUSINESS

How the revised domestic natural gas prices impact different sectors

The latest decline is the first downward revision after a span of 30 months and the impact of this will be widespread as natural gas forms a key input ingredient across industries.

Can the aquaculture sector regain its lost glory?

BUSINESS

Can the aquaculture sector regain its lost glory?

Tax cuts – Benefits likely for building material and consumer facing companies

BUSINESS

Tax cuts – Benefits likely for building material and consumer facing companies

Weekly Tactical Pick | Ambuja Cements

BUSINESS

Weekly Tactical Pick | Ambuja Cements

The cement sector is staying afloat in a difficult market, two stocks that stand out

BUSINESS

The cement sector is staying afloat in a difficult market, two stocks that stand out

Ambuja Cements Q1 CY19 review: Weak show, but outlook offers comfort

BUSINESS

Ambuja Cements Q1 CY19 review: Weak show, but outlook offers comfort

Uniply Industries: A turnaround worth keeping an eye on

BUSINESS

Uniply Industries: A turnaround worth keeping an eye on

Global bond & equity markets giving conflicting signals, what should investors do?

BUSINESS

Global bond & equity markets giving conflicting signals, what should investors do?

History suggests a recession generally follows an inverted yield curve within a span of 7-24 months

GM Breweries Q4 FY19 review: Margins improve QoQ; biz execution, regulatory risks need to be watched

BUSINESS

GM Breweries Q4 FY19 review: Margins improve QoQ; biz execution, regulatory risks need to be watched

Logistics sector: Which stock should you ride on?

BUSINESS

Logistics sector: Which stock should you ride on?

Allcargo's return ratios appear subdued currently but should improve going ahead.

Which is a better pick? Everest Industries or Visaka

BUSINESS

Which is a better pick? Everest Industries or Visaka

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