BUSINESS
ACC: Why we repose faith in the long-term thesis
Its market leadership position, operating efficiencies and a robust balance sheet should help ACC withstand demand fluctuations until market conditions stabilise
BUSINESS
Discovery Series: Deccan Cements merits a deeper look
On an absolute basis, the Deccan Cements stock is valued at an EV per ton of $40 only, which appears a deep discount to the usual-replacement cost of $100
BUSINESS
SastaSundar Ventures -- Turnaround in the making
On a relative basis, SastaSundar trades at a deep discount to competitors even with much better operating metrics
BUSINESS
Market outlook: Expect 20,000 on Nifty by September 2021
Given that the reviving global demand, supply-chain disruptions and hardening of bond yields augur well for commodities, we expect that metal stocks will continue to outperform the broader markets by a significant margin.
BUSINESS
Hawkins Cookers: Secular growth prospects remain strong
Being part of the consumer staples basket, Hawkins is a rather defensive stock that generally exhibits lower volatility than the overall market
BUSINESS
What should investors do, post Nazara Technologies' sizzling debut?
The scarcity of listed tech companies, strong growth outlook, and affiliation with Krafton mean that Nazara is likely to benefit from the buoyed investor sentiment
BUSINESS
Bajaj Healthcare: Multiple growth catalysts in place
The growth on the topline front is likely to moderate as the onset of the pandemic resulted in an unprecedented spike in demand for certain products.
BUSINESS
Emmbi Industries: A compelling value buy
Emmbi stands to benefit from the reopening of the economy and the management is fairly optimistic on the growth outlook for the next 4-5 quarters
BUSINESS
Nazara Technologies IPO: The game is just starting
Nazara’s story is just getting started with a majority of its business lines poised to benefit from structural uptrends in Asia and Africa
BUSINESS
Associated Alcohols – Worth taking a sip
Despite a clean balance sheet and an exciting growth potential, Associated Alcohols is trading at relatively inexpensive valuations of 11 times FY22 earnings
BUSINESS
Hyderabad Industries – The re-rating has to go further
HIL went from deceleration to acceleration in the midst of the pandemic, sending shares up more than 5 times since the lows in March 2020
BUSINESS
Is there any steam left in speeding tyre stocks?
Tyre manufacturers are seeing a stellar ride on the back of a sharp pick-up in demand from OEMs and the replacement segment. The Q3 FY21 numbers corroborate the strong pick-up in the demand post unlocking
BUSINESS
Transport Corporation of India: Back on the highway
While the manufacturing sector has bounced back, the revival in construction activities and higher government spending augur well for the logistics player like TCI
BUSINESS
Cera Sanitaryware – Riding the housing market boom
While rural markets are stable, the resurgence in industrial activity and pent-up demand from tier 1 markets are driving the uptick in business volumes for Cera
BUSINESS
HeidelbergCement India: Mixed Q3, but long-term growth prospects remain solid
Going by the management commentary and the allocations in the Union Budget for infrastructure and housing, FY22 could be a year of strong volume recovery for HeidelbergCement
BUSINESS
Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?
Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation
BUSINESS
Ambuja Cements: Cyclical recovery under way
In CY21, the industry participants expect volume to grow 15-17 per cent from a low base
BUSINESS
Amber Enterprises: Growth stock with multiple catalysts
Amber is in a strong position to capitalise on growing demand for electronic components because of a host of factors
BUSINESS
ACC: Resilience in 2020; recovery likely in 2021
The 2021 outlook for cement demand appears encouraging due to higher government spending in infrastructure, but the sustained increase in pet coke and oil prices poses some risk to its margin profile
BUSINESS
Berger Paints: Stellar show, but can you invest?
Berger’s share price has risen by 40 percent in the last 6 months beating the consumer index by a wide margin
BUSINESS
Dixon Technologies: Earnings at inflection point
The Street is cognizant of the exciting growth prospects of Dixon and, therefore, the stock has more than quadrupled in the past 12 months
BUSINESS
Crompton Consumer – Excellent long-term compounder
Given that the stock has been a big winner in recent months and has already doubled from Mar-20 lows, the valuations definitely appears optically expensive based on FY22/FY23 earnings.
BUSINESS
Concor – Privatisation the key trigger
The V-shaped recovery across sectors has led to an upward revision in volume guidance by the CONCOR management for the second successive quarter
BUSINESS
Dalmia Bharat – Set to benefit from infrastructure tailwinds
While the FY22 outlook on cement demand appears encouraging, the sustained increase in pet coke and oil prices poses some risks to Dalmia Bharat's margin profile
