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  • Herd Immunity Part 2: Is the race a sprint or a marathon? May 14, 2021 12:10 PM IST

    Herd Immunity Part 2: Is the race a sprint or a marathon?

    In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.

  • Pidilite Industries: Market share gains propel Q4 earnings May 14, 2021 10:04 AM IST

    Pidilite Industries: Market share gains propel Q4 earnings

    Over the past 12 months, Pidilite has seen notable improvements in market share as competitors are finding it extremely difficult to operate in an unprecedented business environment

  • Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave May 14, 2021 09:59 AM IST

    Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave

    With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half

  • Asian Paints: It's important to book profits when the going is good May 13, 2021 09:03 AM IST

    Asian Paints: It's important to book profits when the going is good

    The revenue mix improved considerably in Q4 owing to a higher contribution from the premium and the luxury segments, primarily aided by an upswing in demand from metros, Tier 1 and Tier 2 cities.

  • UltraTech – Power-packed numbers in Q4, wait for correction May 11, 2021 09:34 AM IST

    UltraTech – Power-packed numbers in Q4, wait for correction

    Earnings over the next couple of quarters could be bumpy owing to the continued headwinds from COVID-19 and accelerating cost inflation

  • Strengthening balance sheet makes Dalmia Bharat more appealing May 04, 2021 10:44 AM IST

    Strengthening balance sheet makes Dalmia Bharat more appealing

    The balance sheet of Dalmia Bharat has strengthened considerably and the net debt/EBITDA ratio reduced to 0.04x at the end of the March quarter

  • Which AMC stock to bet on at a time domestic flows are set to improve in FY22? May 03, 2021 02:04 PM IST

    Which AMC stock to bet on at a time domestic flows are set to improve in FY22?

    Each of the three listed MFs -- HDFC AMC, UTI AMC and Nippon LIfe -- has some unique business strengths

  • Indian Hotels: Look beyond near-term hiccups May 03, 2021 09:47 AM IST

    Indian Hotels: Look beyond near-term hiccups

    IHCL is keeping a sharp focus on maintaining cost control and balance sheet strength

  • Ambuja Cements: High conviction long-term buy May 03, 2021 09:00 AM IST

    Ambuja Cements: High conviction long-term buy

    Ambuja’s solid balance sheet and improving cost structure offer sufficient margin of safety amid an uncertain demand environment

  • Titan: COVID uncertainty clouds near-term outlook, wait for better entry price Apr 30, 2021 10:17 AM IST

    Titan: COVID uncertainty clouds near-term outlook, wait for better entry price

    The Titan management refrained from offering FY22 revenue guidance due to uncertainties on account of the second wave of COVID-19. Valuations are at premium to historical averages

  • Bajaj Auto Q4: Long-term outlook positive; trades at reasonable valuation Apr 30, 2021 09:53 AM IST

    Bajaj Auto Q4: Long-term outlook positive; trades at reasonable valuation

    We continue to remain upbeat on Bajaj Auto because of a positive demand outlook in domestic and export markets. Its valuation also looks reasonable

  • Visaka Industries – Interesting value proposition Apr 29, 2021 10:59 AM IST

    Visaka Industries – Interesting value proposition

    Visaka’s recent results indicate that the company has made solid progress on market positioning and cost-control initiatives

  • Fed: The US economy has just got vaccinated Apr 29, 2021 08:49 AM IST

    Fed: The US economy has just got vaccinated

    Even though the next few months of payroll data are expected to be exceptionally good, the Fed will give due credence to the weak macroeconomic situation elsewhere in the world before hinting at a rate hike cycle

  • ACC: Why we repose faith in the long-term thesis Apr 27, 2021 10:24 AM IST

    ACC: Why we repose faith in the long-term thesis

    Its market leadership position, operating efficiencies and a robust balance sheet should help ACC withstand demand fluctuations until market conditions stabilise

  • What is the endgame for the second wave? How should investors position themselves? Part-2 Apr 26, 2021 10:35 AM IST

    What is the endgame for the second wave? How should investors position themselves? Part-2

    Given improved demand scenario in developed markets and ebbing of health crises elsewhere, India’s export oriented sectors – IT, pharma and chemicals – are expected to outperform in the short to medium run

  • What is the endgame for the second wave? How should investors position themselves? Part-1 Apr 26, 2021 10:30 AM IST

    What is the endgame for the second wave? How should investors position themselves? Part-1

    Countries having high coverage of COVID jabs have seen a sharp decline in death rates as the vaccination coverage picked up

  • Discovery Series: Deccan Cements merits a deeper look Apr 22, 2021 09:35 AM IST

    Discovery Series: Deccan Cements merits a deeper look

    On an absolute basis, the Deccan Cements stock is valued at an EV per ton of $40 only, which appears a deep discount to the usual-replacement cost of $100

  • Can ICICI Prudential’s stock re-rate further even as it rallied after good earnings? Apr 20, 2021 04:41 PM IST

    Can ICICI Prudential’s stock re-rate further even as it rallied after good earnings?

    ICICI Pru is well on track to transit from a capital market player into a diversified franchise

  • Deregulation of vaccine rollout: What it means for pharma players Apr 20, 2021 10:11 AM IST

    Deregulation of vaccine rollout: What it means for pharma players

    Dr Reddy’s, Gland Pharma, Strides, Cadila, Aurobindo are some of the names that merit a close watch as operating leverage plays out

  • ICICI Lombard posts good numbers in FY21 under COVID cloud. Can it repeat the show? Apr 20, 2021 09:23 AM IST

    ICICI Lombard posts good numbers in FY21 under COVID cloud. Can it repeat the show?

    The merger with Bharti AXA, which is due to be completed in 2021-22, is a key element to track for ICICI Lombard

  • Ideas For Profit | How will COVID-19 and consumer sentiment impact FMCG stocks in FY22? Apr 15, 2021 07:38 PM IST

    Ideas For Profit | How will COVID-19 and consumer sentiment impact FMCG stocks in FY22?

    With the second wave of the Covid-19 pandemic hitting the country hard, consumer sentiment is likely to get impacted. Intermittent lockdowns and lower disposable income will possibly put a check on overall consumer spending and especially expenditure on FMCG products that are discretionary in nature. In this edition of Ideas For Profit, we find out how COVID-19 and consumer sentiment will impact FMCG stocks in FY22

  • Gillette India: A defensive stock for long term Apr 15, 2021 09:32 AM IST

    Gillette India: A defensive stock for long term

    Being a leader in the grooming space, Gillette India has done some interesting product innovations

  • Ideas For Profit | Amid the scare of second wave of COVID, which bank stocks should investors bet on? Apr 14, 2021 05:13 PM IST

    Ideas For Profit | Amid the scare of second wave of COVID, which bank stocks should investors bet on?

    As the surge in COVID-19 infections take hold, the banking industry faces a trial by fire. But there are still some names that can stand tall amid this scare. In this edition of Ideas For Profit we focus on some of the banking stocks where investors can bet during these tough times

  • Which bank stocks to bet on amid the scare of second wave of COVID? Apr 14, 2021 09:31 AM IST

    Which bank stocks to bet on amid the scare of second wave of COVID?

    Large private banks have 0.7-2.0 per cent of loans as additional contingent provisions

  • Grauer & Weil (India): A high quality business available at attractive price Apr 12, 2021 12:15 PM IST

    Grauer & Weil (India): A high quality business available at attractive price

    Despite the huge stress and crisis caused by COVID-19, Grauer & Weil has remained profitable

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