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  • Apex Frozen Foods Q1: Impressive quarter on all parameters Aug 18, 2022 10:21 AM IST

    Apex Frozen Foods Q1: Impressive quarter on all parameters

    Business performing on expected lines and the demand outlook is stable

  • Transport Corporation of India: Best in class execution Aug 05, 2022 09:43 AM IST

    Transport Corporation of India: Best in class execution

    The logistics company posts record-high revenues in Q1FY23 as all business verticals show healthy increases

  • Hyderabad Industries – Operating in a tough spot Aug 03, 2022 10:14 AM IST

    Hyderabad Industries – Operating in a tough spot

    Despite growth initiatives, earnings outlook weak amid macro challenges

  • Nazara Technologies: Rosy earnings outlook Aug 02, 2022 11:36 AM IST

    Nazara Technologies: Rosy earnings outlook

    The company in a vantage position to capitalise on gaming opportunities

  • HDFC Q1: Temporary margin compression mars strong show Aug 01, 2022 09:14 AM IST

    HDFC Q1: Temporary margin compression mars strong show

    Robust growth in the individual segment and lower credit costs bolster performance

  • Weekly Tactical Pick: A cement maker whose fundamentals are rock solid Jul 29, 2022 09:57 AM IST

    Weekly Tactical Pick: A cement maker whose fundamentals are rock solid

    Market factored in concerns: stock presents a decent risk-to-reward ratio

  • UltraTech – Margin guidance casts a shadow on Q1 optimism Jul 26, 2022 10:42 AM IST

    UltraTech – Margin guidance casts a shadow on Q1 optimism

    The management is optimistic on the demand scenario because of the government’s focus on infrastructure and housing

  • Ambuja Cements Q2 CY22: Near-term headwinds keep us on sidelines Jul 20, 2022 09:38 AM IST

    Ambuja Cements Q2 CY22: Near-term headwinds keep us on sidelines

    Cement volumes are likely to get support from the government’s capex push and normal monsoon

  • What does strength in dollar index mean for Indian equities? Jul 19, 2022 09:58 AM IST

    What does strength in dollar index mean for Indian equities?

    One-month rolling return on the Dollar index is more than two standard deviation level higher from the average value of returns for last 20 years– the level at which it generally doesn’t stay long.

  • Sterling Wilson Renewables Energy: Receding cost pressure to aid recovery Jul 19, 2022 08:58 AM IST

    Sterling Wilson Renewables Energy: Receding cost pressure to aid recovery

    SWREL is targeting ~ $1 billion (Rs 7,000-8,000 crore) of new EPC orders from its current bid pipeline

  • ACC: Soaring energy prices crush margins in Q2 CY22 Jul 15, 2022 10:36 AM IST

    ACC: Soaring energy prices crush margins in Q2 CY22

    Newcastle coal futures are trading near $430 per tonne, just shy of a record peak touched in early March, amid robust demand, falling Russian deliveries and supply-chain disruptions, among others

  • GM Breweries Q1 -- Is the margin shaking off its slack? Jul 11, 2022 10:16 AM IST

    GM Breweries Q1 -- Is the margin shaking off its slack?

    GM Breweries' entry into the ethanol market could turn out to be a big growth engine for the overall business in the coming years

  • Bajaj Healthcare: Meet a solid buy-the-dip candidate Jul 07, 2022 10:39 AM IST

    Bajaj Healthcare: Meet a solid buy-the-dip candidate

    In FY23, the management is planning to introduce 3-4 new products, through reverse engineering in APIs

  • Which private life insurance stock offers best risk-reward? Jul 04, 2022 09:26 AM IST

    Which private life insurance stock offers best risk-reward?

    Growth moderation and rise in interest rates are headwinds for life insurance companies

  • What makes Home First a preferred bet in housing finance space? Jul 01, 2022 02:11 PM IST

    What makes Home First a preferred bet in housing finance space?

    Home First stands out in the crowded affordable home financing space

  • Fintechs at the gate – regulatory intervention to gain ground Jun 27, 2022 01:43 PM IST

    Fintechs at the gate – regulatory intervention to gain ground

    The probability of disruptors getting disrupted have increased as fintechs stare at big regulatory risks

  • SastaSundar Ventures: Interesting value proposition after the correction Jun 24, 2022 10:22 AM IST

    SastaSundar Ventures: Interesting value proposition after the correction

    The company has all the necessary ingredients (cash, people, capability, technology, experience etc.) to scale its business and there could be major margin unlocks that might play out over the next 3-5 years

  • What makes this platform business a red-hot bet despite shrinking volumes? Jun 20, 2022 01:22 PM IST

    What makes this platform business a red-hot bet despite shrinking volumes?

    The stock has corrected more than 50 percent from its 52-week high price seen in mid-March’22

  • Weekly Tactical Pick | A small finance bank that shows promise Jun 17, 2022 09:31 AM IST

    Weekly Tactical Pick | A small finance bank that shows promise

    Asset quality issues are behind. The bank has put in substantial efforts in diversifying and de-risking its asset book away from unsecured micro-finance

  • Cement sector | What are pain points for investors? Jun 13, 2022 12:09 PM IST

    Cement sector | What are pain points for investors?

    We advise strong caution on UltraTech and Shree Cement as the entry of Adani poses the biggest risk to their market share as well as super-rich valuation

  • US earnings | Healthy headline growth in Q1 masked weakness under the surface Jun 13, 2022 11:55 AM IST

    US earnings | Healthy headline growth in Q1 masked weakness under the surface

    In an inflationary environment with a looming threat of an economic slowdown, the decline in valuation usually precedes the downward earnings revisions

  • Weekly Tactical Pick | ICICI Lombard General Insurance Jun 10, 2022 11:46 AM IST

    Weekly Tactical Pick | ICICI Lombard General Insurance

    Short term hiccups abound but structural growth story intact

  • Paint sector: Valuation derating on the cards? Jun 08, 2022 10:22 AM IST

    Paint sector: Valuation derating on the cards?

    A lot of action is happening in the paint industry. Asian Paints and Berger Paints, the long undisputed leaders, are now facing the heat of competition. With so many players, many of them biggies in allied sectors, entering the fray, the sector is just starting a valuation de-rating cycle. This is not the time to hold paint company stocks

  • Weekly Tactical Pick – Amber Enterprises Jun 03, 2022 10:23 AM IST

    Weekly Tactical Pick – Amber Enterprises

    Business fundamentals of Amber Enterprises solid; growth prospects promising

  • Delhivery Q4: Priced beyond perfection Jun 01, 2022 09:55 AM IST

    Delhivery Q4: Priced beyond perfection

    The logistics player needs to keep on churning strong growth metrics as the current valuation is expensive, both on relative and absolute basis, and leaves no scope for error, in case growth starts to falter or even taper

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