Ideas For Profit | AU Bank: Steady growth, asset quality & discount to IPO valuation
AU Small Finance Bank has underperformed in the past four months with the stock down close to 10 percent against a flattish performance of Nifty, and 4 percent decline in Bank Nifty. We believe the dip offers a good opportunity to accumulate the stock for the long haul. Here’s why
Ideas For Profit | Why Endurance Tech stock is the best proxy to play two-wheeler revival theme
Endurance Technologies' stock price has fallen by more than 20 percent from its 52-week high in November 2021. The stock is now trading at 25.8 times FY22 projected earnings, which is a 12 percent discount to its 5-year average value of 29.5x. Is now the right time to buy the stock or could it correct further? Let's find out.
Ideas For Profit | AMC stocks to bet on given the rising inflows into mutual funds
FY22 so far has turned out to be spectacular for the mutual fund industry but the sharp fall in stock prices of listed AMCs is at odds with positive industry trends. The dip in the valuation of AMC stocks presents an investment opportunity. Watch this video to know which are the AMC stocks that can add value to your portfolio.
Ideas For Profit | Sastasundar Ventures: Can Flipkart deal fuel the e-pharmacy retailer’s growth higher?
Since MC Pro’s initiation of coverage in November’20, Sastasundar Ventures’ stock has more than quintupled. While the deal with Flipkart is a landmark development, can it fuel the next leg of growth? Find out in this video.
Ideas for profit | Build gains with these high-conviction stock picks from construction space
Project execution has gained momentum in Q2FY22, with a steep drop in COVID-19 cases and easing of supply chain issues. MC Pro has identified high-conviction ideas in the construction sectors, which are poised for strong returns. Watch the video for more.
Ideas For Profit | GCPL: Downgrade FY22 projections but remain optimistic as long-term investment
Godrej Consumer Products held a virtual analyst meet after the new CEO Sudhir Sitapati took over with an objective to put in place the new roadmap, his aspirations and strategies. Investors with a long term view can accumulate this stock and add on decline. Here’s why
Ideas For Profit | HIL: earnings & strong balance sheet enough to support stock upside?
A combination of muted Q2 earnings and volatility in stock market has led to 40 percent correction in HIL’s stock price. Is it an attractive investment bet at current levels? Watch the video to find out
Ideas For Profit | Amara Raja and Exide: Is correction an opportunity to buy stocks of battery makers?
Amara Raja Batteries and Exide Industries have corrected 39 percent and 29 percent from their 52-week high, respectively, due to concerns regarding semiconductor shortage which is impacting the demand from OEMs, and commodity-linked cost pressure hurting their profitability. Should you buy the stocks post the fall? Watch this video to find out.
Ideas For Profit | ITC analyst day: Value unlocking plans and why market remains unimpressed
Following ITC’s maiden analyst day, the street remains unimpressed, given that nothing is forthcoming in the short-medium term. ITC’s stock has underperformed the Nifty as well as other FMCG companies. Based on our projections, ITC is trading at a P/E multiple of 16x of FY23 estimated earnings. MC Pro suggests investors with a long-term view to accumulate the stock on declines. Here’s why.
Ideas For Profit | This cement stock can create significant shareholder value over medium term
In recent weeks, Deccan Cement’s stock has retraced 30 percent from the 52-week highs and is once again trading at attractive valuations with respect to its peers. Here’s why MC Pro thinks it’s a good time to buy the stock.
Ideas For Profit | Aditya Birla Fashion & Retail: Improving financials & biz expansion to aid stock
At the current market price, the stock of Aditya Birla Fashion & Retail is trading at EV/EBIDTA of ~15x FY23 projected estimates. MC Pro maintains a positive stance and advises investors to add the stock to their portfolio. Here’s why.
Ideas For Profit | IRCON International: Right time to board this railway stock
Ircon International or Indian Railway Construction Limited (IRCON), under the ownership of Indian Railways, is an engineering and construction corporation, specialised in transport infrastructure. Good revenue and earnings visibility, strong orders in hand, and improving business, coupled with attractive valuations, should support IRCON International stock and reward investors in the coming months.
Ideas For Profit | Is underperformance of Shriram Transport’s stock an investment opportunity?
The management of Shriram Transport Finance has been categorical about the group’s intention of putting the two listed entities of the group under one umbrella to derive synergistic benefits of better credit rating, lower cost of funds and opex etc. We see this as an overhang impacting the valuation. However, we do see a tactical opportunity in Shriram Transport. Here’s why.
Ideas For Profit | Galaxy Surfactants: Why you should buy this chemical stock post correction
Shares of Galaxy Surfactants have corrected by ~20 percent from Oct highs, and now trade at an enterprise value of 18 times estimated EBITDA for FY23. Given the resilient business model, we see this as an opportunity to accumulate on decline. Watch the video for more
Ideas For Profit | SBI: Improved asset quality and capex revival to drive stock re-rating
At current market price, State Bank of India (SBI) is being valued below its FY23 estimated core book value. The stock is available at an attractive valuation presenting a good opportunity to investors to accumulate for next leg of re-rating. Watch this video to find out why MC Pro remains optimistic on SBI.
Ideas For Profit | IRCON International, RVNL or RITES: Which railway engineering company's stock to buy?
MC Pro analysed the September quarter results and management commentary of the three leading listed PSU railway engineering companies: RITES, IRCON International and RVNL. Watch the video to know which stock looks attractive over the next two years.
Ideas For Profit | Improving shrimp prices & volumes to aid Apex Frozen Foods' stock over long term
Apex Frozen Foods has weathered the prolonged slump without much damage. Investors should start accumulating the stock at current levels as both the shrimp prices and volumes appear to inching upwards, providing a strong indication that we are well into the early phase of an upcycle. Watch the video to know how Apex's performance is shaping up
Ideas For Profit | Matrimony.com: Right time to invest, post-correction?
Matrimony runs a fundamentally strong business and enjoys clear leadership in South India with a strong position in the north Indian market. Despite being part of the same ecosystem, Matrimony has a well-scaled business that generates a sustainable 22-25 percent EBITDA margin and double-digit PAT margin and trades reasonably below its internet peers. Here’s why you should bet on this stock for the long run
Ideas For Profit | Control Print: Why look at this quality mid-cap stock?
Control Print has had a track record of steady earnings and a debt-free balance sheet. It is the only home-grown player in the oligopolistic market of coding and marking in India. Watch this video to know why MC Pro recommends you to take a closer look at this mid cap stock.
Ideas For Profit | Market correction offers favourable opportunity to buy these auto stocks
The recent correction in the stock markets due to concerns related to the new Covid variant provides us with a good opportunity to buy some of the names in the automobile pack, which have been on the run for long, and investors missed out on the chance due to higher prices. Here are two auto stock picks that MC Pro is betting on.
Ideas For Profit | Dollar & Rupa: Value innerwear stocks to outperform despite COVID-led disruptions
Value innerwear players, Dollar Industries and Rupa & Company, posted strong double-digit earnings growth YoY in Q2FY22. Volume growth on account of increased demand, following the unlocking measures as well as price hikes, helped deliver earnings growth. Also, given the essential nature of the segment, it is likely to outperform in a scenario of lockdowns or restrictions, if there is a third wave of COVID-19. Any weakness in the stock price would be an opportunity to add both Dollar and Rupa in the portfolio. Watch the video to find out which stock you should bet on.
Ideas For Profit | Higher volume guidance, capacity expansion make CCL a perfect blend
Based on the current estimates, CCL Products is trading at a P/E multiple of 18x FY23 earnings. Investors with a medium-long-term horizon can accumulate the shares at current level and add on declines. Here’s why
Ideas For Profit | Engineers India: Pick-up in orders & execution yet to reflect on stock valuation
Engineers India’s stock has underperformed the broader markets and indices. But the good part is that the stock is probably near the bottom, as a revival in business is on the cards. Is now a good time to buy?
Ideas For Profit | Lemon Tree Hotels: Can the stock re-rate further?
Lemon Tree Hotels posted a strong recovery in the September quarter as travel increased. The stock, however, is trading 18 percent below pre-COVID levels, thus providing a potential for re-rating. Here is why MC Pro remains positive on the stock.
