Business in the Week Ahead: March 11-15
At least two new IPOs will open for subscription. Inflation, exports-imports are the other key data points to track
Esaf Small Finance Bank – Is it an opportunity as the stock price gets back to the IPO level?
Because of the predominance of microfinance, asset quality has worsened
Control Print: Why it's a portfolio stock for the long term
With economic recovery gathering momentum, top line would gain traction and margins should be stable
Intense, prolonged merger-related activities impacted operations & business: ZEEL Chairman
The board has also decided to closely monitor the business model and plan presented by the MD & CEO of the company wherein he has provided the roadmap to improve the performance and efficiency of each of the businesses to achieve higher EBITDA.
Snowflake CEO Steps Down From Post Richer Than Tim Cook or Satya Nadella
In 2021, Slootman was criticized for saying that diversity goals were secondary to merit in hiring, though he later apologized, saying he didn’t intend to imply that diversity and merit were mutually exclusive.
How numbers stack up for Tata Motors’ CV and PV biz amidst its demerger
During FY23, Tata Motors’ passenger vehicle business, including JLR, accounted for 79 percent of the company's Rs 3,41,544 crore revenue while commercial vehicles contributed 21 percent.
Why Suven Pharma’s investors are excited about Cohance Lifesciences
The current vendor diversification drive by big pharma is driving large business opportunities for Indian CDMOs
Manappuram Finance: Who should own this stock?
Proposed microfinance IPO and reasonable valuation could be a big draw for risk-takers
The billion-dollar drug market that is powering pharma stocks
The quarterly US sales run rate of 13 listed pharma companies increased to $2.4 billion in FY24 from $2.1 billion in FY23
Skoda Auto to roll out compact SUV in India in 2025
While the company did not disclose the name and price points of the upcoming SUV, it hinted that the mode could be positioned as a micro-SUV and may take on Tata Punch and Hyundai Exter
Cost concerns could delay AI ramp up among IT clients, Infosys exec says
Clients have focused on cost-takeout projects in recent times. Satish said budgets are being eaten up by "absolutely essential" requirements, such as making themselves resilient to cyber attacks, which may delay AI scale-up.
Why India’s consumption expenditure data should cheer investors
The data is a nascent indicator of India’s long but steady journey towards becoming a wealthier nation with implications for varied consumption categories
VIP Industries: Can it be trusted in your investing journey?
The management’s revival strategy and strong macro make the stock worth carrying for long-term investors
Amul to celebrate golden jubilee on Thursday, discuss vision for next 25 years: GCMMF chief
During his visit, Modi will inaugurate five new dairy projects, including a modern cheese plant of Sabar Dairy, which has come up with an investment of Rs 600 crore, a long-life tetra pak milk plant of Amul Dairy at Anand and the expansion of its chocolate plant, he said.
For PTC India, inferior sales mix can undermine market coupling benefits
The short term electricity trade business is less profitable than medium term and long term contracts
Chart of the Day: Capgemini, EPAM results point to weak H1 2024 for IT services
While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023
Safari – Why this suitcase ought to be carried during the investing journey
The luggage maker is expanding capacity and foraying into premium products to cash in on the travel boom
Business in the Week Ahead (February 19-23, 2024)
RBI and the US Federal Reserve will release minutes of the latest monetary policy meetings. Flash PMIs, bank loan and deposits are other key data points to track
Amazon joins companies arguing US labor board is unconstitutional
The board’s general counsel issues complaints against employers alleging violations of federal labor law. Those cases are heard first by administrative judges and then the five-member board, whose decisions can be appealed in federal court.
Tata Power gets LoI for Rs 838 crore Jalpura Khurja Power Transmission proj
The project SPV will be developed on a build-own-operate transfer (BOOT) basis to provide transmission service for 35 years from the scheduled date of commercial operation (SCOD), 18 months from the date of SPV acquisition.
Weekly Tactical Pick: This private bank is a value proposition. Know why
The bank is working hard to bring slippages under control and the loan growth momentum is sustained
Gland Pharma’s Europe acquisition leaves a bad aftertaste for investors
The weak performance at Cenexi is constraining Gland Pharma’s earnings expectations
IRCTC Q3 FY24 – Valuation running faster than the train
With limited growth opportunity in high-margin internet ticketing, we see modest earnings growth ahead
How fast-growing chronic drugs are reshaping the Indian pharma market
Pharma companies are increasing focus on chronic medicines as this category of drugs continues to outperform the Indian market
