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
BUSINESS
Associated Alcohols - Is it time to say cheers?
Liquor consumption presents an attractive opportunity in India for Associated Alcohols & Breweries (AABL) as the country has a large young population and remains an underpenetrated market in the alcoholic beverage segment
BUSINESS
HeidelbergCement: Merits a review for inclusion in shopping list
The demand recovery for Heidelberg has been swift on account of the normalisation of supply chain and healthy cash flows in rural markets, but its sustenance will be challenged by sporadic lockdowns and rising Covid cases
BUSINESS
Hawkins Cooker -- Differentiated rural consumer play
Hawkins Cookers is banking on defensive qualities of consumer-staples, which are generally considered safe havens in stressful times
BUSINESS
Heidelberg Cement India: Why this high quality name should be on your investment radar
Heidelberg has the best-in-class margins among national and regional peers because of its low cost advantage
BUSINESS
Berger and Asian Paints: Resilience to the fore, but valuations richly coated
Both companies enjoy strong fundamentals, but we maintain caution on the sector due to elevated valuations and lingering uncertainty over changes in consumer behaviour.
BUSINESS
This company is our preferred play to ride the ‘Make in India’ theme
BUSINESS
Can liquidity fix the broken correlation between economy and stock markets?
BUSINESS
This debt-free company can weather the current storm
BUSINESS
ACC has the ability and cash to ride out this storm
BUSINESS
Diamonds in the Dust | This monopoly business is almost at its 6 year lows
BUSINESS
Ideas for Profit | United Spirits: Q3 margins on a high, but valuations are sobering
BUSINESS
Havells or Polycab: Which is a better pick?
BUSINESS
A promising small cap in the plastics space
BUSINESS
Midcap Marvel | A high-quality consumption stock which is likely to outperform
BUSINESS
Polycab India merits serious attention
BUSINESS
Allcargo Logistics: Gati acquisition to strengthen the domestic footprint
BUSINESS
Prince Pipes IPO: What should investors do?
BUSINESS
Dixon Technologies – Firing on all cylinders
BUSINESS
Ideas for Profit | Pidilite Industries: Proceed with caution
BUSINESS
Ideas for Profit | Berger Paints: Valuations look glossy, time to book gains
BUSINESS
Radico Khaitan: Stable Q2FY20. What should investors do?
BUSINESS
Concor – Weak macro weighs on earnings
BUSINESS
Ideas for Profit | UltraTech – Volumes weak; realisation drives Q2 earnings
