moneycontrol research

Cera Sanitaryware – Riding the housing market boom

While rural markets are stable, the resurgence in industrial activity and pent-up demand from tier 1 markets are driving the uptick in business volumes for Cera

Construction sector: Back on growth highway

We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom

Is the current consolidation the right opportunity to go long on Persistent?

The current consolidation phase is an opportunity for long-term investors to gradually accumulate Persistent

Weekly Tactical Pick | Mindtree

Mindtree's all verticals on growth path; valuation at a discount to peers

Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet?

Subros, a leading manufacturer of thermal products for automotive applications in India, posted a strong performance in the quarter ended December 2020. A sharp recovery in the demand for passenger vehicles (PV) and commercial vehicle (CV) coupled with localization efforts to improve profitability provides enough reasons to be upbeat about the prospects of the company.

NSE Trading Halt: Outage calls for regulatory action to restore retail investor confidence

Retail equity participants are most vulnerable to the harmful effects of technical failures in the financial market

HeidelbergCement India: Mixed Q3, but long-term growth prospects remain solid

Going by the management commentary and the allocations in the Union Budget for infrastructure and housing, FY22 could be a year of strong volume recovery for HeidelbergCement

Aarti Industries: Conviction backed by heavy capex

Capex projects for Aarti Industries are on track and are backed by a budget of about Rs 1,000-1,200 crore per annum for the next 4-5 years

Jyothy Labs: Can it get its mojo back after five lacklustre years?

Investment behind brands likely to put pressure on margins

Ideas For Profit | LIC Housing Finance, HDFC, Repco, Home First, Aavas: Which stock will offer the best value?

Housing finance companies (HFCs) saw a smart bounceback in disbursements in the quarter ended December. The collection efficiency in the retail housing loan segment is now at pre- COVID levels. So, should we assume that golden days for HFCs are back? Watch this edition of Ideas For Profit to find out

Which housing finance stocks offer value after the recent rally?

Following a polarised price performance , valuations of HFCs show a stark picture of divergence

Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?

Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation

Hindalco’s road map: Organic growth and deleveraging on the back of strong cash flows

Hindalco's capital allocation policy puts investors in a sweet spot

Reliance Industries: On a four-lane superhighway

The proposed reorganisation of the O2C business adds to the prospect of raising growth capital, which in turn will serve as a catalyst for the legacy growth engine of RIL

Engineers India: More room for growth

Strong order book recovery in execution to support growth for EIL in coming quarters

Value innerwears: Is the growth momentum sustainable?

Heranba IPO: A short-term pop or a long-term compounder?

Coming to valuations, Heranba appears reasonably priced, given its return ratios and margin profile. The key aspect that differentiates is that China is a major export destination for the company.

Minda Corp: Stellar Q3, promising outlook, available at attractive valuations

What is encouraging about Minda Corp is it continues to get new orders and that translates into earnings visibility

Ambuja Cements: Cyclical recovery under way

In CY21, the industry participants expect volume to grow 15-17 per cent from a low base

What has this Vitamin D API maker to offer beyond Covid opportunity?

Fermenta Biotech’s near-term growth for the Human Vitamin D3 volume is contingent on commissioning of the Dahej plant in the current quarter

Privatisation of GIC Re: Will the government bite the bullet?

If the public sector reinsurer is privatised, it will unlock huge value

Mas Financial – a bad time providing good opportunity for long-term investors

With valuation at a discount to its listing valuation, this weak phase of Mas Financial is an opportunity for long-term investors

Four years of Chandra: hits, misses and emerging opportunities

Many of Chandra’s initiatives will bear fruit in future, providing an enticing prospect for investors 

Ideas For Profit | Lemon Tree Hotels: Does lower value make it ideal to ride the revival wave?

With room occupancy showing some life, Lemon Tree Hotels is looking at better pricing in days ahead. The stock is still some way off its pre-COVID levels. Should you check-in?

Weekly Tactical Pick | Aurobindo Pharma

Valuation at a discount to peers, but significant scope for margin improvement