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Sachin Pal

Senior Research Analysts

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Tewoo Group’s debt default indicates rising credit risks in China

BUSINESS

Tewoo Group’s debt default indicates rising credit risks in China

Transport Corporation of India: Earnings likely to remain stable

BUSINESS

Transport Corporation of India: Earnings likely to remain stable

Hyderabad Industries: Roofing market leader trading at a discount

BUSINESS

Hyderabad Industries: Roofing market leader trading at a discount

Dixon Technologies – Firing on all cylinders

BUSINESS

Dixon Technologies – Firing on all cylinders

Sector explainer | Why you need a brush of paint for your stock kitty

BUSINESS

Sector explainer | Why you need a brush of paint for your stock kitty

Industry top line is in good shape. New Delhi’s thrust on infrastructure and manufacturing can only be a force multiplier

Somany Ceramics: Are the many concerns baked into its price?

BUSINESS

Somany Ceramics: Are the many concerns baked into its price?

Mid-cap cement: Which stocks to pick?

BUSINESS

Mid-cap cement: Which stocks to pick?

Ideas for Profit | Pidilite Industries: Proceed with caution

BUSINESS

Ideas for Profit | Pidilite Industries: Proceed with caution

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

Ideas for Profit | Berger Paints: Valuations look glossy, time to book gains

BUSINESS

Ideas for Profit | Berger Paints: Valuations look glossy, time to book gains

TCI Express: Delivering good performance, but valuations are expensive

BUSINESS

TCI Express: Delivering good performance, but valuations are expensive

Radico Khaitan: Stable Q2FY20. What should investors do?  

BUSINESS

Radico Khaitan: Stable Q2FY20. What should investors do?  

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

Concor – Weak macro weighs on earnings

BUSINESS

Concor – Weak macro weighs on earnings

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

Ideas for Profit | UltraTech – Volumes weak; realisation drives Q2 earnings

BUSINESS

Ideas for Profit | UltraTech – Volumes weak; realisation drives Q2 earnings

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

Ideas for Profit | ACC Q3: Margins expand despite sluggish volumes

BUSINESS

Ideas for Profit | ACC Q3: Margins expand despite sluggish volumes

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