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  • Ideas For Profit | With construction sector growth back on track, here are some stocks to hedge your bets Feb 26, 2021 08:10 PM IST

    Ideas For Profit | With construction sector growth back on track, here are some stocks to hedge your bets

    The construction sector, which contributes 9 percent to India’s GDP, is back with a bang. The high leverage business saw a strong recovery in execution and growth on a year-on-year basis with companies reported double-digit growth in profitability. With growth back on track which are the stocks to hedge your bets? Watch the video to find out. 

  • Cera Sanitaryware – Riding the housing market boom Feb 26, 2021 10:55 AM IST

    Cera Sanitaryware – Riding the housing market boom

    While rural markets are stable, the resurgence in industrial activity and pent-up demand from tier 1 markets are driving the uptick in business volumes for Cera

  • Construction sector: Back on growth highway Feb 26, 2021 10:49 AM IST

    Construction sector: Back on growth highway

    We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom

  • HeidelbergCement India: Mixed Q3, but long-term growth prospects remain solid Feb 25, 2021 11:57 AM IST

    HeidelbergCement India: Mixed Q3, but long-term growth prospects remain solid

    Going by the management commentary and the allocations in the Union Budget for infrastructure and housing, FY22 could be a year of strong volume recovery for HeidelbergCement

  • Aarti Industries: Conviction backed by heavy capex Feb 25, 2021 10:47 AM IST

    Aarti Industries: Conviction backed by heavy capex

    Capex projects for Aarti Industries are on track and are backed by a budget of about Rs 1,000-1,200 crore per annum for the next 4-5 years

  • Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up? Feb 24, 2021 10:30 AM IST

    Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?

    Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation

  • Ideas For Profit | Heranba IPO: A short-term pop or a long-term compounder? Feb 23, 2021 07:36 PM IST

    Ideas For Profit | Heranba IPO: A short-term pop or a long-term compounder?

    For this company, unlike its peers, China remains a major export destination. As its IPO takes off today, should you give it a look?

  • Reliance Industries: On a four-lane superhighway Feb 23, 2021 12:32 PM IST

    Reliance Industries: On a four-lane superhighway

    The proposed reorganisation of the O2C business adds to the prospect of raising growth capital, which in turn will serve as a catalyst for the legacy growth engine of RIL

  • Heranba IPO: A short-term pop or a long-term compounder? Feb 23, 2021 09:57 AM IST

    Heranba IPO: A short-term pop or a long-term compounder?

    Coming to valuations, Heranba appears reasonably priced, given its return ratios and margin profile. The key aspect that differentiates is that China is a major export destination for the company.

  • Ambuja Cements: Cyclical recovery under way Feb 22, 2021 11:23 AM IST

    Ambuja Cements: Cyclical recovery under way

    In CY21, the industry participants expect volume to grow 15-17 per cent from a low base

  • What has this Vitamin D API maker to offer beyond Covid opportunity? Feb 22, 2021 10:42 AM IST

    What has this Vitamin D API maker to offer beyond Covid opportunity?

    Fermenta Biotech’s near-term growth for the Human Vitamin D3 volume is contingent on commissioning of the Dahej plant in the current quarter

  • Weekly Tactical Pick | Aurobindo Pharma Feb 19, 2021 10:44 AM IST

    Weekly Tactical Pick | Aurobindo Pharma

    Valuation at a discount to peers, but significant scope for margin improvement

  • Has Chandra been able to beat market expectations since he took over as Tata group chairman? Feb 19, 2021 10:33 AM IST

    Has Chandra been able to beat market expectations since he took over as Tata group chairman?

    The market cap of the Tata group’s listed companies has risen at a faster clip than the Nifty during Chandra’s stint. The dependence on TCS for profits continues, but customer-facing businesses have gained

  • Lemon Tree Hotels: Better placed to ride the revival wave Feb 19, 2021 09:55 AM IST

    Lemon Tree Hotels: Better placed to ride the revival wave

  • Which life insurance stock should investors bet on? Feb 18, 2021 11:36 AM IST

    Which life insurance stock should investors bet on?

    While COVID-19 turned out to be a speed breaker for fast-growing life insurers, the structural growth story of the insurance sector remains intact

  • Amber Enterprises: Growth stock with multiple catalysts Feb 16, 2021 09:57 AM IST

    Amber Enterprises: Growth stock with multiple catalysts

    Amber is in a strong position to capitalise on growing demand for electronic components because of a host of factors

  • HEG: From value play to recovery play Feb 16, 2021 09:53 AM IST

    HEG: From value play to recovery play

    According to HEG management, the industry level inventory has swiftly normalised, which points to higher utilisation levels and pricing growth in electrodes in the near term

  • NOCIL: Execution exceeds expectations Feb 15, 2021 11:01 AM IST

    NOCIL: Execution exceeds expectations

    NOCIL has set its growth guidance of an 8-10 percent increase in FY21

  • ACC: Resilience in 2020; recovery likely in 2021 Feb 15, 2021 09:43 AM IST

    ACC: Resilience in 2020; recovery likely in 2021

    The 2021 outlook for cement demand appears encouraging due to higher government spending in infrastructure, but the sustained increase in pet coke and oil prices poses some risk to its margin profile

  • Berger Paints: Stellar show, but can you invest? Feb 12, 2021 11:38 AM IST

    Berger Paints: Stellar show, but can you invest?

    Berger’s share price has risen by 40 percent in the last 6 months beating the consumer index by a wide margin

  • Aurobindo Pharma: Vaccine and API plans inject add-on growth levers Feb 12, 2021 11:06 AM IST

    Aurobindo Pharma: Vaccine and API plans inject add-on growth levers

    In the injectables space, Aurobindo Pharma remains constructive and targets to almost double from current annual sales base of $380 million to $650-700 million in three years backed by new plants in the US and Vizag

  • Dixon Technologies: Earnings at inflection point Feb 11, 2021 01:28 PM IST

    Dixon Technologies: Earnings at inflection point

    The Street is cognizant of the exciting growth prospects of Dixon and, therefore, the stock has more than quadrupled in the past 12 months

  • Balaji Amines: Take some profit off the table? Feb 11, 2021 11:26 AM IST

    Balaji Amines: Take some profit off the table?

    Coming to near-term prospects, next year, Balaji Amines should benefit from additional volume from higher capacity, helped by firm demand in the pharma end-market

  • Titan: Glittering performance to continue Feb 11, 2021 10:26 AM IST

    Titan: Glittering performance to continue

    Earnings visibility is strong for Titan over the next one to two years

  • Crompton Consumer – Excellent long-term compounder Feb 10, 2021 08:52 AM IST

    Crompton Consumer – Excellent long-term compounder

    Given that the stock has been a big winner in recent months and has already doubled from Mar-20 lows, the valuations definitely appears optically expensive based on FY22/FY23 earnings.

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