Ideas For Profit | The fundamentals that shape Ujjivan SFB’s immediate potential
With the worst seemingly over with COVID-19, the economy limping back to normalcy, and the prospect of a vaccine in sight, it’s time to take a relook at Ujjivan SFB stock and its immediate prospect.
Ideas For Profit | GNA Axles: A future-ready niche player with strong financials
With a leadership position in the domestic market and a significant presence in leading economies, GNA Axles seems to have a promising outlook. Watch the video to find out whether investors can add this stock to their long-term portfolio.
3-Point Analysis | How US market surged to record highs despite the Capitol crisis
US stock market closed at record highs even as swarms of protesters stormed the US Capitol on January 6 as they sought to force Congress to undo President Donald Trump’s election loss to Joe Biden. In this edition of 3-Point Analysis, Moneycontrol Sakshi Batra discuss what actually happened and how the US markets surged even as Washington DC went into a political tailspin.
Ideas For Profit | Why Bajaj Healthcare Has Growth Potential
The quarterly profit and revenue numbers of Bajaj Healthcare are a sign that it has business upside ahead; here's how investors should play this stock.
Ideas For Profit | Why Astra Microwave should be on investors’ radar
Strong execution and improving utilisation has improved the earnings visibility for Astra Microwave, and it enjoys a robust order book and good order pipeline which will support higher scale going forward. So, does this make it a promising long-term bet? Let’s find out in this edition of Ideas for Profit.
Ideas For Profit | Should you look at investing in CCL products for long-term?
CCL Product’s revenues, EBIDTA and PAT have grown at CAGR of 12 percent, 16 percent and 24 percent from FY2011 to FY20. In terms of cash flows, operating flows have funded the growth in fixed assets barring FY18 and FY19 while ROCE has been in the range of 18 to 24 percent. With key fundamentals in check, does theis stock merit investor’s attention? Watch this edition of Ideas For Profit to find out.
Ideas For Profit | How should investors view Bodal Chemicals’ diversification in benzene chemistry?
Bodal Chemicals recently announced its diversification into benzene-based downstream products and capacity addition of sulphuric acid and its derivatives. In this edition of Ideas For Profit, let's find out if the stock merits investors’ attention
Ideas For Profit | Is Steel Strip Wheels worth considering for your long-term portfolio?
An auto component maker which has proven track record of delivering strong financial performance, marquee clients in its kitty, strong presence in automotive Steel wheel rim industry with large wallet share from leading original equipment manufacturers (OEMs). The company is also focusing on exports and aggressively expanding its high margin alloy wheel segment to drive the next leg of growth. In this edition of Ideas for Profit, let's find out whether the current valuations make Steel Strip Wheels an attractive bet for investors or not
Ideas For Profit | Value innerwear players in a sweet spot, what should investors do?
With a huge unorganized segment of 60%-65% of the industry – implementation of GST and financial stress of smaller players post covid disruption are the key drivers of a meaningful shift to value-based branded players in the innerwear segment. Let's find out what should be investors’ strategy on companies like Dollar Industries and Rupa.
Ideas For Profit | Should investors focus on renewables and commodities space in 2021?
In our four-part series of key investing themes for 2021, we have so far discussed digitalisation of businesses, housing, and make In India themes. In this edition of Ideas For Profit, we’ll discuss the renewables and commodities space and the key stocks where investors can focus on.
Ideas For Profit | These stocks are likely to benefit in 2021 under the 'Make in India' theme
The current pandemic has accentuated the need for MNCs/Sovereigns to de-risk the supply chain. Hence, the Make in India theme throws up opportunities in two ways - exporters which can tap additional global opportunities due to supply chain shift, and secondly, companies that are focused on import substitution. In the third edition of our four-part series on key investing themes for 2021, we focus on the Make In India theme to find out which sectors and stocks are likely to benefit in 2021 under this theme.
Ideas For Profit | Should investors ride on the housing theme in 2021?
Housing will remain an engine of economic growth because of its high yield on invested resources, a high multiplier effect, and a host of beneficial forward and backward linkages in the economy. In Part-II of this four-part series, Moneycontrol's Sakshi Batra discusses which sub-segments can benefit under the housing theme in 2021.
Ideas For Profit | Why investors should keep digital theme in mind while investing in 2021
As we unveil the key investment themes for 2021, the task has been made challenging as a euphoric market continues to tease investors in the backdrop of a weak macro. However, as the saying goes, every adversity presents an opportunity and the pandemic is no different. In this edition of Ideas For Profit, we discuss the key investment themes for 2021 in a four-part series with part-1 focused on the digitisation of Indian business.
Ideas For Profit | Kilpest India posts robust Q2 FY21 numbers; what should investors do with stock?
Government orders and lifting of export restrictions benefitted Q2 earnings of Kilpest India. While the near term outlook is positive, our concern lies in the longer-term growth outlook. Majority of current revenue growth is from the Covid-19 test kit orders which would fade eventually. In this edition of Ideas for Profit, we explore if there is an opportunity for investors.
Ideas For Profit | Antony Waste IPO: Niche player in a growing market; should you subscribe?
Antony Waste Handling Cell has launched an IPO. It is one of the leading national players in this space with extensive experience and expertise, backed by technology and research. In this edition of Ideas for Profit, we'll discuss whether investors should subscribe to this IPO.
Ideas For Profit | Organised Footwear Players Set For Strong Growth, Should Investors Keep An Eye On Bata Or Relaxo?
Ideas For Profit | Should you bet on KEI Industries’ improving earnings and reasonable valuations?
Cable and wiring major, KEI Industries is witnessing strong improvement in earnings. The focus going forward is on high growth segments to improve profitability and remove cyclicality in the business. In the light of reasonable valuations currently, should one look at this stock for the long term? Watch this edition of Ideas for Profit to find out
Ideas For Profit | Should you consider buying Allcargo Logistics ahead of de-listing plans?
Robust Q2 performance, improving macros and de-listing plans seem to provide a strong tailwind for Allcargo Logistics. Cost containment efforts, acquisition synergies, and recovery in demand and scale-up of new business verticals could also translate into much better performance in the second half of this FY. In this edition of Ideas for Profit, Moneycontrol's Sakshi Batra discusses investors strategy on this multimodal logistics company.
Ideas For Profit | The maker of English Oven - Mrs Bectors IPO hits the street. Should you subscribe?
Mrs. Bector’s maiden public issue has opened for subscription on December 15. The company is engaged in manufacturing and selling Biscuits and bakery products. In this edition of Ideas for Profit, Moneycontrol's Sakshi Batra discusses whether investors should create an appetite for this food specialties company.
Ideas For Profit | With improving macros, valuation of Spandana Sphoorty is set to re-rate
With collection efficiency improving despite the relatively weaker credit profiles of micro borrowers and the bounce-back faster than expected, Spandana Sphoorty makes a strong investment case even after the recent run-up in the stock price. Watch the video to find out why investors should buy the stock
Ideas For Profit | Some picks that offer investible opportunities: From vaccine candidates to syringe makers
The vaccine immunisation programme in India is picking up speed. What does this present for various stakeholders? Let's find out this edition of Ideas For Profit
Ideas For Profit | With metal prices on recovery path, is Vedanta the right stock to own?
Vedanta has significant operations in Oil & Gas, Zinc, silver, copper, iron ore steel among other businesses. With metals prices on the recovery path, is it then the right stock to own? Let's find out in this edition of Ideas For Profit
Ideas For Profit | Gabriel India: Auto segments' recovery boosts performance; is it worth long-term bet?
Gabriel India is a leading manufacturer and supplier of a wide range of ride control products across automotive segments and railways. With the automotive segment seeing recovery, should investors see Gabriel India as a long-term bet? Let's find out in this edition of Ideas For Profit.
Ideas For Profit | Worst seems to be over for ION Exchange in Q2. Should you invest?
ION Exchange is the leading player in water and industrial pollution treatment. There has been an improvement in Q2 FY21 in business. Should investors look into this stock? Let's find out in this edition of Ideas For Profit.
