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
BUSINESS
Radico Khaitan: Growth opportunities bright; valuations reasonable
Radico is targeting higher share in the premium category through new products and variants and is undertaking cost rationalisation to support profitability
BUSINESS
Polycab India awaits strong recovery in 2021
Investors should look to add the Polycab stock on dips as the recovery in business strengthens the case for multiple expansion in the next 2-3 quarters
BUSINESS
Indigo Paints: What should investors do post the bumper listing?
The Indigo Paints stock opened 75 per cent higher than the issue price and went on to more than double the money of the subscribers by the end of Tuesday
BUSINESS
Budget 2021 gives a booster shot to consumption
Thanks to Budget 2021, the spending in different sectors will lead to multiplier effect on the economy
BUSINESS
Budget 2021 expectations | Reducing cyclicality of rural household income may get priority
Taxing cigarettes comes as an easy alternative to garner additional revenues. Grant of infrastructure status for hotels, restaurants would lower the cost of funds.
BUSINESS
Stove Kraft IPO: Will the Pigeon fly high on bourses?
Stove Kraft's discount to larger players is expected to continue and thus the issue leaves no room for value to investors
BUSINESS
Havells India: Blowout quarter strengthens structural growth outlook
With input costs rising, Havells went for multiple price hikes during the quarter across all product categories
BUSINESS
Indigo Paints IPO: Will it colour your portfolio green?
The Indigo Paints public issue is primarily an offer for sale with the majority of the proceeds going to private equity investors and only Rs 300 crore flowing into the company
BUSINESS
Consumption: Expectations from Budget 2021
The focus would be to reverse the labour migration caused by the pandemic and encourage employment for low-skilled workers within the labour-intensive industries
BUSINESS
Logistics sector: Expectations from the Union Budget 2021
Announcement of economic relief packages to support the fleet and warehouse owners would ease some of the existing stress of the sector and restore the shaken industry confidence
BUSINESS
GM Breweries: Q3 earnings show a return to normal
GM Breweries is worth accumulating on every correction for the medium to long term as the company is debt free and its profitability remains well poised for a revival
BUSINESS
Discovery Series | Bajaj Healthcare: Potential for further growth
Despite the run-up in the last 12 months, Bajaj Healthcare continues to trade at a valuation that could drive significant long-term wealth creation for shareholders
BUSINESS
Discovery series: Visaka Industries – Better days ahead
Visaka has delivered stupendous returns from March on the back of a resilient business performance in H1 and an euphoric stock market rally
BUSINESS
VRL Logistics – An investment worthy candidate despite tepid show
Given the distressed external environment where most competitors are on a weak footing due to tight liquidity conditions and stretched balance sheets, it appears that VRL will be able to consolidate these market share gains
BUSINESS
Allcargo Logistics: Delisting and improving macros provide strong tailwind
With a vast footprint and a long operating history, Allcargo is well positioned to continue the expansion of its Indian business, while gaining incremental share in international trade
