BUSINESS
Quick Heal Technologies – Cybersecurity presents huge market opportunity
The stock can be considered for accumulation on dips as the as the business is highly scalable, enjoys strong operating leverage and looks well positioned to grow in an increasing digitizing world economy.
BUSINESS
Emmbi Industries Q2FY19 review: Retail foray to drive margins
The company is changing its product mix and focusing on B2C (business to consumer) through an expansion of the retail distribution network. The share of B2C sales has been on a gradual rise and contributed 11 percent to the topline during H1FY19
BUSINESS
Ideas for Profit | Exciting growth prospects make Mold-Tek Packaging an attractive long-term pick
BUSINESS
Allcargo Logistics Q2FY19 review: Multiple positive triggers in long run
BUSINESS
Shankara Building Products stock corrects 70%; what should investors do now
BUSINESS
Ideas for Profit: Stylam Industries a long term play in the wood panel industry
Stylam operates in the building material space and is engaged in the manufacture of high pressure laminates for exterior cladding of furniture, cubicles and interior furnishing.
BUSINESS
Ideas for Profit: Venky's a long term play in the consumption space
Backed by favourable socio-economic factors, the domestic poultry industry is expected to grow at a steady pace over the medium to long term
BUSINESS
Tile manufacturers Q2 review – Margin recovery underway; like Asian Granito with long-term view
During Q1 and Q2, Kajaria has displayed resilient operational performance which indicates the superior execution capabilities in a tough market environment
BUSINESS
Ideas for Profit: Top picks from alcohol beverage space after Q2 results
Radico Khaitan commands 6 percent volume share in the IMFL segment. Its Magic Moments vodka brand is highly popular in the mid-market segment and commands a market share of more than 50 percent
BUSINESS
Plastic pipe makers Q2 FY19 review | Strong quarterly show; prefer Finolex Industries
We see Finolex continuing to grow at a steady pace for the next couple of years as it is witnessing good traction in the high-margin CPVC business
BUSINESS
Cement Sector Q2 review: Price outlook weak; focus on cost efficiencies; Prefer Ramco and Star Cements
The industry is traversing through a challenging landscape and the anticipated upcycle in the sector does not seem likely in the near term. In the current environment, we prefer companies with strong market positioning and strict cost focus
BUSINESS
Everest Industries vs Visaka Industries – which stock should investors buy?
The performance of business has benefitted from the stabilisation in industrial demand post the introduction of Goods and Services Tax last year.
BUSINESS
Do you own these 2 attractive picks from the logistics space?
Recent government initiatives (Dedicated Freight Corridors, Sagarmala and BharatMala) along with GST, e-way bill and change in axle load norms is aiding growth as well as formalisation in the sector.
BUSINESS
Heidelberg: Best bet in the midcap cement pack
Heidelberg reported its highest ever EBITDA per tonne of Rs 1,041 in Q2 despite rising cost pressures.
BUSINESS
Ideas for Profit | Mahindra Logistics vs Future Supply Chain Solutions: Which stock should investors buy?
In the first half of this fiscal year, FSCS has added Haldirams, Crompton Greaves and Voltbek Home Appliances (JV between Voltas and Turkey-based Arçelik) and JK Helene Curtis (Raymond Group Company) to its list of clientele.
BUSINESS
Cera Sanitaryware: Decent Q2 in a subdued market; accumulate
The company has superior operational execution among its peers, which gets reflected through its margin, high return ratios and strong balance sheet
BUSINESS
Container Corp Q2 Review: Strong volumes, realisations drive profitability
The jump in realisations during the quarter was mainly on account of a freight rate hike and an upward revision in service charges
BUSINESS
Dalmia Bharat focuses on operating efficiencies to counter Q2 margin pressures
Demand for cement has been fairly strong in H1 FY19. However, pricing power remains elusive as industry leaders prefer to chase volumes
BUSINESS
Kajaria Ceramics: Robust Q2 performance in a tough market
Increase in crude oil and a weaker rupee will continue to have a bearing on natural gas prices and keep a check on margin over the next few quarters
BUSINESS
Hyderabad Industries: Strong Q2 show makes it an attractive long-term buy
Hyderabad Industries is a market leader in the building materials industry and the current stock valuations appear fairly reasonable for accumulation
BUSINESS
Consumer durables Q2 – which stock should you bet on?
From a business perspective, both Crompton and V-Guard have a strong product portfolio as well as execution capabilities and remain well positioned to capture the demand in the market.
BUSINESS
Ambuja Cements Q3 review: Subdued performance amid rising cost pressures
Ambuja Cements currently trades at a trailing EV/EBITDA multiple of 8.3x, which is at a significant discount to similar-sized peers as well as its 5 year average historic multiple.
BUSINESS
Higher oil prices smudge Asian Paints earnings palette
Although the company has reported a pick-up in volume growth in the past three quarters, the management remains cautious as demand is yet to witness a broad-based recovery and competitive intensity continues to remain elevated
BUSINESS
UltraTech Q2 review: Demand remains strong, but pricing power elusive
Outlook for the industry is positive as capacity utilisation continues to move up. The demand-supply dynamics is expected to move in favour of cement manufacturers in the medium term
