moneycontrol research

Page Industries Q3: Disclosure, reporting concerns overshadow sequentially good performance

Jet Airways – Too early to board, wait for more details on restructuring

Godrej Agrovet Q3FY19: Subdued result a blip; outlook positive

Are TV broadcasters on the brink of disruption?

AU Small Finance Bank and Mas Financial: It's time to buy these stellar listings of 2017

The current weak sentiment may be just the right opportunity to gradually accumulate these high quality businesses for the long term.

Star Cement Q3FY19: Strong show; attractive buy at current levels

Success of Bharat 22 ETF takes govt closer to divestment target

The base issue size was fixed at Rs 3,500 crore. Since it received an overwhelming response, the government has decided to retain Rs 10,000 crore as divestment proceeds.

First Cut | Potential KKR- Emami deal can help re-rate the FMCG business

Concor Q3 review: Volume growth moderation needs a close watch

Ideas For Profit | Hyderabad Industries Q3 review: Mixed results not a dampener

Tactical Pick of the Week: Ashok Leyland

Amid market volatility and weak demand outlook, the stock has corrected quite significantly, thereby making valuations attractive and offering investors a great buying opportunity

Buy graphite electrode stocks for the long haul

Safari Industries Q3 review: A quarterly blip but long-term story strong

Safari is the third largest player in the organised luggage market and has close to 10 percent market share.

EM equities is the most favoured asset class globally, but India underperforming on election jitters

Ideas for Profit | Strong showing by Bharat Forge in Q3 FY19; valuations attractive

First Cut | How costly is JSW Steel’s acquisition of Bhushan Power & Steel's assets?

While the details are not yet available, the deal would also be looked from the perspective of immediate scalability, working capital, synergy benefits and adjoining land bank

First Cut | RBI’s clean chit was what the Yes Bank stock was waiting for

In recent times, investors have seen better and upfront recognition of stress from Yes Bank

Heidelberg Cement India: Strong Q3 performance on all parameters; accumulate

Will 2019 be the beginning of end for TV broadcasters?

With increasingly data being consumed on 4x5 inch screens, the Indian media and entertainment (M&E) sector is set for a major overhaul

PI Industries Q3FY19: Strong show; improved exports, backward integration to drive future

After strong results, the stock has seen a sharp uptick intraday, however, it is still 5 percent below its 52-week high, at a 2020e PE of 22x. With a strong order book line up, improved exports and backward integration we expect the current performance to sustain.

Hindalco Industries: Time to tone down expectations

Novelis' EBITDA stood at $322 million or Rs 2,300 crore, which is close to or higher than Hindalco's standalone (including Utkal Alumina) EBITDA of Rs 1,926 crore in Q3 FY19

Bata Q3 show stellar, but rich valuations restrict scope for multiple re-rating

Motherson Sumi: Ramp up of new plants, debt reduction & BS-VI key profit drivers; accumulate

First cut | Oil India Q3FY19 – crude oil and natural gas segment drive decent performance

The performance of the LPG, pipeline and renewable energy business remained largely muted.

Britannia Q3FY19 review: Recent moderation needs to be watched; accumulate on declines

The stock is currently trading at an elevated multiple of 54x FY20 estimated earnings compared to its own history and FMCG universe.