BUSINESS
Shreyas Shipping & Logistics: Making waves
The company enjoys a market share of over 50 percent in the domestic containerised cargo trade business and 90 percent share in EXIM transhipment.
BUSINESS
Finolex Cables: Accumulate for the long term on any weakness
Considering its industry prospects and the management’s execution capabilities, we expect the company to grow at a steady rate of 14-15 percent for the next couple of years.
BUSINESS
Transport Corporation of India: More tailwinds at a reasonable valuation
Aided by industry tailwinds and increased economic activity, the managements expects the momentum to continue in FY19 and expects a topline growth of 15 percent.
BUSINESS
Dixon Technologies: A secular play on Indian consumer electronics; Accumulate on dips
The management is aiming for a 20 percent growth in topline by adding clients as well as mining relationships with existing clients.
BUSINESS
Dalmia Bharat Q4 review – Strong Volume growth; Margins surprise positively
Strong demand in eastern markets should help the company clock double digit volume growth over the course of the current financial year.
BUSINESS
Star Cement Q4 review – Weak quarter, but long term outlook intact
With a pick-up in infrastructure development activities, demand is expected to remain firm in Star Cement’s core operating markets.
BUSINESS
Crompton Greaves Consumer Q4 review: Product innovations drive growth
Crompton aims to introduce 1-2 innovate products in each season across categories.
BUSINESS
Kajaria Ceramics – Expect growth revival in couple of quarters
We remain sanguine on the long-term prospects of the company as it enjoys a market leadership position and strong brand recall. We reiterate our view of a growth revival from the second half of the current fiscal
