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Budget 2023Budget 2023

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  • Motilal Oswal
Budget 2023
Budget 2023
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  • Weekly Tactical Pick: Why this private bank makes you sit up and take notice Jan 27, 2023 08:44 AM IST

    Weekly Tactical Pick: Why this private bank makes you sit up and take notice

    ICICI Bank has gained reasonable strength in its balance sheet and its valuation is at a discount to its private peer

  • UltraTech – Successfully executing the growth playbook Jan 24, 2023 10:50 AM IST

    UltraTech – Successfully executing the growth playbook

    The cement maker will have to hold onto the performance to justify the valuation as competition in the industry will intensify, going forward

  • Renewable energy likely to get a deeper thrust in Budget 2023 Jan 23, 2023 10:10 AM IST

    Renewable energy likely to get a deeper thrust in Budget 2023

    The Budget 2023 will continue to focus on policy incentives to encourage investments in re-newable energy as India steps up its efforts to decarbonise the domestic power sector

  • L&T Technology Services: Slow show in the quarter dims outlook Jan 20, 2023 10:21 AM IST

    L&T Technology Services: Slow show in the quarter dims outlook

    Third-quarter numbers been below expectations, putting pressure on the overall performance for FY23

  • Budget 2023: Will the government use fiscal war chest, spend big in a pre-election budget? Jan 16, 2023 08:10 AM IST

    Budget 2023: Will the government use fiscal war chest, spend big in a pre-election budget?

    Budget 2023-24 is likely to be juggling act to meet the twin needs of capex and fiscal consolidation

  • SastaSundar Ventures: Massive capacity step-up is in full swing Jan 10, 2023 01:38 PM IST

    SastaSundar Ventures: Massive capacity step-up is in full swing

    SastaSundar’s business is at an inflection point although SastaSundar ongoing investments will probably start yielding results in the next couple of years

  • Why are AMC stocks under pressure even as equity MFs see strong inflows? Jan 03, 2023 11:16 AM IST

    Why are AMC stocks under pressure even as equity MFs see strong inflows?

    The rise in passive investment is one of the reasons for the underperformance of AMC stocks

  • Why there's enough room for this small finance bank to rerate further Jan 02, 2023 10:25 AM IST

    Why there's enough room for this small finance bank to rerate further

    Management continuity, robust liability profile, and a de-risked asset book position Equitas SFB ideally for the economic upturn

  • Why should investors be cautious on public sector banks despite a superlative show in 2022? Dec 29, 2022 01:56 PM IST

    Why should investors be cautious on public sector banks despite a superlative show in 2022?

    There are multiple reasons which make the stocks of public sector lenders a tactical choice more than a long-term structural investment opportunity

  • Why should investors avoid City Union Bank even if banking stocks are on a roll? Dec 28, 2022 10:09 AM IST

    Why should investors avoid City Union Bank even if banking stocks are on a roll?

    CUB may underperform in the coming months despite a good recovery seen by the bank after pandemic

  • Kajaria Ceramics has the right levers working for it Dec 22, 2022 09:53 AM IST

    Kajaria Ceramics has the right levers working for it

    The earnings quality, market leadership, and a robust business model make the Kajaria stock an ideal holding for long-term investors

  • Sharp rally in UTI AMC's stock: What should investors do now? Dec 21, 2022 09:56 AM IST

    Sharp rally in UTI AMC's stock: What should investors do now?

    The stock has rallied 24 percent in the past one month on the back of reports that Tata Mutual Fund is in talks to buy a majority stake in the company

  • Sagar Cements – Going full steam ahead on growth Dec 20, 2022 09:49 AM IST

    Sagar Cements – Going full steam ahead on growth

    The company is rapidly expanding its reach but high debt remains a concern

  • Dalmia Bharat – Takeover of Jaypee's cement assets marks a new chapter on growth Dec 13, 2022 10:07 AM IST

    Dalmia Bharat – Takeover of Jaypee's cement assets marks a new chapter on growth

    Besides gaining market share, the deal should help Dalmia achieve economies of scale and operating efficiencies through its existing distribution network

  • Borosil Renewables: Long-term thesis intact, rising competition a challenge Dec 07, 2022 10:04 AM IST

    Borosil Renewables: Long-term thesis intact, rising competition a challenge

    Though cost pressures have eased a bit, increased supply from Chinese manufacturers can put strain on the company’s performance

  • Market update: Bullish breakout on Nifty signals further upside Dec 02, 2022 10:23 AM IST

    Market update: Bullish breakout on Nifty signals further upside

    While the headline indices continue to move northwards, overall market breadth remains weak with limited participation from the mid- and small-cap universe thus far.

  • Transport Corporation of India: The ride may get bumpy Nov 24, 2022 10:23 AM IST

    Transport Corporation of India: The ride may get bumpy

    Stable demand trends are positive for the company, but inflation and global tightening can affect business momentum

  • Nazara Technologies: Q2 has all the fireworks, but investors not moved Nov 22, 2022 10:15 AM IST

    Nazara Technologies: Q2 has all the fireworks, but investors not moved

    The gaming company’s operational performance has been consistent over the past few quarters, but the change in the macro landscape is a challenge

  • HDFC Life vs SBI Life vs ICICI Pru: Which insurance stock should investors go with? Nov 21, 2022 09:43 AM IST

    HDFC Life vs SBI Life vs ICICI Pru: Which insurance stock should investors go with?

    There is a lot in common between the business model of the top three private life insurers. But their key business strength is distinct and so has been their business growth

  • Concor – Q2 results underscore strong business moat Nov 16, 2022 10:02 AM IST

    Concor – Q2 results underscore strong business moat

    Long-term prospects appear bright on the back of the commencement of the dedicated freight corridor and the pending privatisation of the business

  • Delhivery: Falling knife you don't want to catch Nov 15, 2022 10:14 AM IST

    Delhivery: Falling knife you don't want to catch

    The company can be further impacted by slowing e-commerce activity and rising competitive intensity

  • Hindalco lacks any near-term trigger Nov 14, 2022 11:35 AM IST

    Hindalco lacks any near-term trigger

    Near-term margin of Novelis to get impacted due to higher energy prices while India aluminium business will see lower cost of production for the December quarter on a sequential basis

  • Pidilite: Margins anticipated to normalise in 2023 Nov 14, 2022 10:38 AM IST

    Pidilite: Margins anticipated to normalise in 2023

    Despite strong execution capabilities, there are potential challenges that may limit the company’s near-term earnings growth.

  • DCB Bank: Small is getting beautiful Nov 11, 2022 01:22 PM IST

    DCB Bank: Small is getting beautiful

    While banking sector tailwinds will benefit DCB Bank, the bank’s valuation is very compelling

  • Should investors overlook CAMS' rich valuations? Nov 10, 2022 02:19 PM IST

    Should investors overlook CAMS' rich valuations?

    Though mutual funds remain the stronghold of this RTA, the rising trend of financialisation of savings and digitisation holds out immense opportunity for the entity in the non-MF space.