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  • 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

  • Is the current consolidation the right opportunity to go long on Persistent? Feb 26, 2021 09:44 AM IST

    Is the current consolidation the right opportunity to go long on Persistent?

    The current consolidation phase is an opportunity for long-term investors to gradually accumulate Persistent

  • Weekly Tactical Pick | Mindtree Feb 26, 2021 09:24 AM IST

    Weekly Tactical Pick | Mindtree

    Mindtree's all verticals on growth path; valuation at a discount to peers

  • Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet? Feb 25, 2021 05:43 PM IST

    Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet?

    Subros, a leading manufacturer of thermal products for automotive applications in India, posted a strong performance in the quarter ended December 2020. A sharp recovery in the demand for passenger vehicles (PV) and commercial vehicle (CV) coupled with localization efforts to improve profitability provides enough reasons to be upbeat about the prospects of the company.

  • NSE Trading Halt: Outage calls for regulatory action to restore retail investor confidence Feb 25, 2021 04:22 PM IST

    NSE Trading Halt: Outage calls for regulatory action to restore retail investor confidence

    Retail equity participants are most vulnerable to the harmful effects of technical failures in the financial market

  • 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

  • Subros: Strong performance, available at attractive valuations Feb 25, 2021 09:27 AM IST

    Subros: Strong performance, available at attractive valuations

    A sharp recovery in demand for passenger vehicles (PV) and commercial vehicles (CVs) coupled with the localisation effort to improve profitability make us upbeat about Subros

  • Jyothy Labs: Can it get its mojo back after five lacklustre years? Feb 25, 2021 09:19 AM IST

    Jyothy Labs: Can it get its mojo back after five lacklustre years?

    Investment behind brands likely to put pressure on margins

  • Which housing finance stocks offer value after the recent rally? Feb 24, 2021 10:46 AM IST

    Which housing finance stocks offer value after the recent rally?

    Following a polarised price performance , valuations of HFCs show a stark picture of divergence

  • 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

  • Hindalco’s road map: Organic growth and deleveraging on the back of strong cash flows Feb 24, 2021 09:47 AM IST

    Hindalco’s road map: Organic growth and deleveraging on the back of strong cash flows

    Hindalco's capital allocation policy puts investors in a sweet spot

  • 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

  • Engineers India: More room for growth Feb 23, 2021 11:04 AM IST

    Engineers India: More room for growth

    Strong order book recovery in execution to support growth for EIL in coming quarters

  • Value innerwears: Is the growth momentum sustainable? Feb 23, 2021 10:23 AM IST

    Value innerwears: Is the growth momentum sustainable?

  • 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.

  • Minda Corp: Stellar Q3, promising outlook, available at attractive valuations Feb 23, 2021 08:48 AM IST

    Minda Corp: Stellar Q3, promising outlook, available at attractive valuations

    What is encouraging about Minda Corp is it continues to get new orders and that translates into earnings visibility

  • 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

  • Privatisation of GIC Re: Will the government bite the bullet? Feb 22, 2021 10:32 AM IST

    Privatisation of GIC Re: Will the government bite the bullet?

    If the public sector reinsurer is privatised, it will unlock huge value

  • Ideas For Profit | Lemon Tree Hotels: Does lower value make it ideal to ride the revival wave? Feb 19, 2021 05:27 PM IST

    Ideas For Profit | Lemon Tree Hotels: Does lower value make it ideal to ride the revival wave?

    With room occupancy showing some life, Lemon Tree Hotels is looking at better pricing in days ahead. The stock is still some way off its pre-COVID levels. Should you check-in?

  • 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

  • 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

  • Bharat Forge — Wait for correction to enter Feb 19, 2021 09:37 AM IST

    Bharat Forge — Wait for correction to enter

    While the domestic demand outlook for Bharat Forge is promising, weakness in international markets due to oil and gas is expected to remain in the near term. New focus areas, however, are expected to drive growth

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