Elara Capital

February 16, 2023 02:29 PM IST

Brokerages positive on Apollo Hospitals despite subdued Q3; here's why

Optimistic management commentary projecting a breakeven for Apollo HealthCo, improving and expansion plan have resonated well with brokerages

All about Jo Johnson and Elara Capital, UK firm with Adani ties

Elara Capital's asset management business is under the spotlight after US short seller Hindenburg Research linked Mauritius-based funds run by the London firm with Gautam Adani’s Adani Group companies.

Adani Enterprises may file for mega Rs 20,000cr FPO in Jan; takes more I-bankers on board

If it fructifies, the Adani Enterprises FPO would be arguably the biggest yet in India Inc, beating the previous record held by Yes Bank. In order to boost its capital levels in line with regulatory norms, the private sector lender had launched an FPO in July 2022 to raise Rs 15,000 crores.

Budget 2023: Govt may target fiscal deficit of 5.7-5.8%, unlikely to cut income-tax rates, says Elara Capital’s Garima Kapoor 

Budget 2023: The capex cycle in select sectors could sustain despite the weakening global economy as the drivers are policy driven, says the economist.

Maruti Suzuki's latest recall unlikely to have significant impact on stock

The third recall in a year but not a matter of concern, as it is a regular practice at OEMs, said sector experts

PVR, INOX announce merger, Ajay Bijli will be MD of combined entity

The combined entity will have a screen share of 50 percent in the multiplex industry and PVR-INOX together will command a box office share of 42 percent for Hindi and English content.

KKR-backed Max Healthcare engages Citi, HSBC, Credit Suisse and Kotak as investment bankers for Rs 1,200 crore QIP

Abhay Soi, a first-generation entrepreneur and turnaround expert in the hospitals segment is the Chairman of Max Healthcare. He holds a 23.26 percent stake while co-promoter private equity firm KKR holds 51.94 percent.

Stick to fundamentals! Elara Capital picks 15 'Crisis Crusaders' for long term

Elara Capital in its latest report on ‘India Strategy’ highlighted that they have studied the “fundamental metrics that matter during the crisis” to make an informed portfolio choice.

Coronavirus pandemic | These five states are leading India's economic recovery

The report uses proxy indicators such as power consumption, traffic movement, mandi (wholesale market) arrivals and Google mobility data, to track the progress with respect to revival in economic activity across India.

Lucky 3! These Nifty50 stocks outperformed in 2019; time to book profits?

Experts remain constructive on all the three names, but do not rule out consolidation in the near-term which could be used as an opportunity to buy

One-third of Nifty companies trading at a reasonable value: Elara Capital

Nifty is trading close to its long-period average and about 1/3rd of the Nifty companies are trading at very reasonable value attribution to long-term earnings.

'NDA vs UPA: Modi govt maintains fiscal discipline, but quality of spending unimpressive'

Compared to UPA, Modi-led NDA government has performed better in taming the fiscal deficit on increased tax collection and compliance but the spending quality has remained unimpressive

Betting on: FIIs were net buyers in Indian market post Budget in last 5 years

Most experts feel that flows are expected to be rangebound in 2019 as FPIs may continue with a cautious stance until there are concrete signs of economic recovery and a stable government

India going through structural changes, so expect some pain: Elaral Capital

Elara Capital is hosting a two days conference titled Elara India Dialogue 2017. In an interview to CNBC-TV18, Raj Bhatt, Vice-Chairman & CEO of Elara Capital shared his readings and outlook on the market from the side-lines of the conference.

PM Modi wants to double farmers' income by 2022. But can he?

Positive for HPCL, if it remains a subsidiary of ONGC: Elara Cap

Gagan Dixit, Oil & Gas Analyst, Elara Capital says in case ONGC acquires stake in HPCL, then the fundamentals of the company will remain the same and will be a positive for HPCL stock

Analysts back Sikka: 'Founders must accept Infosys not their co'

Prominent investors and broking firms have chosen to side with the Infosys board in the ongoing tug-of-war between the company‘s founders and the board.

As PSUs gain strength, pvt banks should speed up: Elara Capital

Private banks had been outperforming due to stress in public banks. But state-run banks are now regaining strength, and Harendra Kumar of Elara Capital says it is time for private banks to step up their game.

Top trading ideas to trade for today by market experts

Watch the interview of Ashwani Gujral of ashwanigujral.com, Sudarshan Sukhani of s2analytics.com, Mitessh Thakkar of miteshthacker.com, Prakash Gaba of prakashgaba.com, Harendra Kumar of Elara Capital and Amit Gupta, Head- Derivatives at ICICI Direct with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC-TV18.

Budget 2017: Cess on oil production, customs duty on LNG may be cut

Although policy changes may be kept to a minimum in Finance Minister Arun Jaitley's Budget speech for the oil and gas sector, changes in the cess rates for oil production may prove to be a positive for the sector, suggest reports.

Cement stocks to be beneficiaries of rural housing push: Elara

In an interview to CNBC-TV18's Latha Venkatesh, Sonia Shenoy and Anuj Singhal, Harendra Kumar of Elara Capital shared his reading and outlook on the market and also gave recommendations on various stocks.

Buy, sell, hold: 13 stocks that you can focus today

Valuations of Glenmark look attractive, Macquarie says, adding it is one the top picks in pharma space with a target of Rs 1,350.

Here are a few stock ideas from market experts

In an interview to CNBC-TV18's Latha Venkatesh, Sonia Shenoy & Anuj Singhal, a few of the market experts shared their readings and outlook on market technical, fundamentals and F&O side of the market as well as specific stocks and sectors.

NASSCOM cuts constant currency growth guidance to 8-10% for FY17

Information technology industry body NASSCOM today cut growth guidance for the industry to 8-10 percent in constant currency terms from 10-12 percent. CNBC-TV18 had first reported the possibility of such a cut on November 4.

Bull market to kick in once Nifty hits 9100 next year: Elara Cap

Currently, we are in a bounce and the bull market will began after Nifty touched 9100, which will happen next year, Harendra Kumar of Elara Capital said adding that new bets on the market will be placed then.