Ideas For Profit | Gulf Oil: Is the threat from electric vehicles overplayed?
Oil lubricant companies’ shares underperformed the broader market in the last few months as India's EV story picked up, driving the fear that lubricant companies could be on the losing side. Watch the video to find out whether you should invest.
Ideas for Profit | Radico Khaitan: Premiumisation trend & stock correction give buying opportunity
The recent correction in Radico Khaitan presents a potentially favorable buy-the-dip opportunity for long-term investors as the stock remains reasonably valued, considering the segment leadership and secular industry growth trends.
Ideas For Profit | CMS Info Systems: Stock poised for further upside despite 18% run up since listing
CMS Info Systems should see good margin expansion along with strong revenue growth for years to come. MC Pro expects the company's revenue to grow around 20 percent over the next three years, and EBITDA margins reach 27 percent during the same period. Watch this video to uncover CMS' multiple growth drivers that we are betting on.
Ideas For Profit | What makes MAS Financial a favourite among NBFC stocks
In the context of its growth outlook, MAS Financial’s valuation is at historic lows. MC Pro sees sustained re-rating and recommends buying the stock as a high quality addition in the portfolio. Here’s why
Ideas For Profit | Indian Hotels: hospitality sector revival to drive stock comeback post Covid?
At current market price, IHCL's stock is trading at 21x its FY23 projected earnings, close to its long-term historical earnings. With demand pick-up and margin improvement, we expect strong earnings in the next fiscal, which would drive the stock. Watch the video to know why advise investors to add the stock to their portfolio
Ideas For Profit | Tech Mahindra: Soft Q3 provides opportunity to buy stock & ride tech super-cycle
Tech Mahindra’s massive discount to some of its large cap peers could narrow. MC Pro believes that the soft patch provides a great opportunity to add the stock. Here’s why #IdeasForProfit #TechMahindra
Ideas For Profit | IndusInd Bank: Attractive valuation & strong earnings visibility to aid stock re-rating
Armed with a decent deposit book, competitive cost of funds and adequate capital, IndusInd Bank should see strong earnings traction in FY23 and beyond. The undemanding valuation provides headroom for rerating, here’s why
Ideas For Profit | Why Federal Bank is a favourite among mid-cap banking stocks
Federal Bank’s Q3FY22 performance was a continuation of the strength exhibited in the past couple of quarters. Watch the video to know why we are convinced that this is the ideal mid-cap bank to ride the recovery
Ideas For Profit | Why Polycab India is the top stock pick from consumer durable sector
Polycab India has been MC Pro’s top conviction pick from the consumer durable sector for a very long time. A major part of the stock re-rating has already played out, but the prevailing market cap of Polycab is relatively small in the context of the overall opportunity size in the consumer durables and electrical industry. Here’s why
Ideas For Profit | Axis Bank: All set to close valuation gap with private sector peers
Though Axis Bank’s stock has underperformed both the Nifty and the Bank Nifty in the past three months, we see it as a long-term winner that stands to close the valuation discount with peers.
Current market turmoil provides an opportunity to add this fundamentally strong stock. Here’s why.
Ideas For Profit | Why ICICI Bank’s stock offers the best risk-return in banking space
ICICI Bank has not only outperformed Nifty50 as well as Nifty Bank in the past year, but it has also delivered significantly higher returns compared to HDFC Bank. While ICICI Bank’s stock has rallied 46 percent, HDFC Bank has gained a mere 3 percent in the past one year. ICICI Bank has seen strong earnings growth in the December quarter, and should be able to maintain the same over coming quarters. Here’s why
Ideas For Profit | Shakti Pumps: attractive investment bet given business resumption and cheap valuation
Shakti Pumps offers good investment opportunity and remains attractive from a valuation standpoint. It is currently trading at 10 times its FY23 estimated earnings, which we believe is cheap. Watch the video to know why we think it's a good investment bet.
Ideas For Profit | ICICI Lombard: Insurance sector stock with long-term compounding potential
The current market price of ICICI Lombard is trading at a pricey valuation of 7.6 times trailing book value (9MFY22 book value). However, MC Peo believes the premium valuation will sustain given a host of growth levers in place. Here’s all you need to know why ICICI Lombard is a ‘buy’ for long-term investors
Ideas For Profit | Better margins & RoE than Bata & Relaxo make Metro Brands quality stock to buy
Like Bata and Relaxo, Metro Brands is a reputed footwear player with comparable return ratios and healthy growth visibility going ahead. The stock has run up sharply, about 30% in the past week, after declaring Q3 results. We still believe it’s a good investment bet, here’s why.
Ideas For Profit | Jubilant FoodWorks: Why stock underperformance is an opportunity to invest
Among QSR players, Jubilant FoodWorks would be relatively less affected in the ongoing wave of COVID-19 owing to higher share of delivery business. We believe Jubilant would recover swiftly once the situation normalises. Here’s why we think the current stock underperformance provides a long-term investment opportunity.
Ideas For Profit | HDFC Bank: Strong Q3 result on lower provisions; Can stock bounce back in 2022?
Given the ROA of over 2 percent and ROE of around 16-19 percent, we believe HDFC Bank’s valuation can revert to historical mean levels, which along with earnings growth can lead to a meaningful upside in the stock price over the next year. Watch the video to find out why HDFC Bank may prove to be a dark horse in 2022.
Ideas For Profit | Why Mindtree is a great IT stock to buy despite expensive valuation
Mindtree, with its expertise in digital transformation, is in a vantage position to gain from the rising demand. While the valuation looks expensive, we believe the stock has headroom to mimicking the strong growth trajectory. Here’s why
Ideas For Profit | Infosys stock can command a valuation multiple at a premium to TCS; Here’s why
Infosys’ Q3 report outperformed its peers by a large margin, with much superior execution, albeit a seasonally soft quarter. As 2022 looks like another strong year for tech companies, Infosys looks to be in a pole position. We believe the stock should now command a valuation multiple at a premium to TCS. Watch the video to know why
Ideas For Profit | These infra stocks will gain from increased government focus & higher capex
India’s infrastructure story looks promising in the light of government focus, easing of ground-level issues, and conducive funding environment. MC Pro has picked out Our high conviction ideas in the infra space that continue to do well amid turbulent times. These companies have strong execution track record, lean balance sheet, and have sailed through several industry down-cycles in the past. Wondering which stocks they are? Watch the video to find out
Ideas For Profit | MSTC: E-commerce growth, higher dividend & e-auction biz to aid stock move
MSTC is undergoing a transformation from a trading/marketing company into an e-commerce play. Once the growth rate, and cash flows improve and dividend payout increases, we expect re-rating in MSTC to happen. Watch the video to find out the key growth levers that could aid the stock upmove from hereon
Ideas For Profit | Avenue Supermarts: Why market weakness should be used to buy D-Mart’s stock
At the current market price, D-Mart’s stock is trading at 111x its FY23 projected earnings. Valuations are at premium but are likely to sustain given the strong growth opportunity over the medium term. Watch the video as we shed light on the key growth levers and industry tailwinds that Avenue Supermarts could gain from.
Ideas For Profit | Venky’s recovering from COVID impact; Buy the stock on every dip
Venky’s remains well-poised to recover from Covid-led disruptions, and we believe long-term investors can accumulate the stock on every dip. Here’s why #IdeasForProfit #stockrecommendation #MoneycontrolReseach
Ideas For Profit | Sona BLW: Proxy to play EV sector growth despite elevated stock valuation
Investors have been looking for good opportunities in the sunrise electric vehicles sector, which offers significant growth potential. One such company is Sona BLW Precision Forgings, a rare gem in the Indian listed space to play the EV theme. Here why's we think it makes for a good long-term investment despite elevated valuations
Ideas For Profit | GAIL: Gas demand, pricing trends & stock correction provide long-term opportunity
After an 18 percent correction in the last three months, GAIL appears to be in a sweet spot with multiple near-term triggers. Watch the video to know if this is a good time to invest.
