Perrigo’s pain is a windfall for Cipla, Lupin

This recall of Albuterol product by Perrigo has an immediate positive impact on the sales of similar respiratory products by competitors such as Cipla and Lupin

The price Indian companies could pay for disruption by COVID-19 - Part I

Brokers bullish on these 6 stocks despite market uncertainty

Broking and research firms are bullish on these six stocks despite uncertainty in the market due to the novel coronavirus, or COVID-19 pandemic

This zero debt microcap rides on strong cash flows and low valuation

Buy The Ramco Cement; target of Rs 950: ICICI Direct

ICICI Direct is bullish on The Ramco Cement has recommended buy rating on the stock with a target price of Rs 950 in its research report dated August 08, 2019.

Buy Aditya Birla Fashion and Retail; target of Rs 240: ICICI Direct

ICICI Direct is bullish on Aditya Birla Fashion and Retail has recommended buy rating on the stock with a target price of Rs 240 in its research report dated August 07, 2019.

Hold KEC International; target of Rs 330: ICICI Direct

ICICI Direct recommended hold rating on KEC International with a target price of Rs 330 in its research report dated August 08, 2019.

Hold HCL Technologies; target of Rs 1150: ICICI Direct

ICICI Direct recommended hold rating on HCL Technologies with a target price of Rs 1150 in its research report dated August 08, 2019.

Hold Entertainment Network India; target of Rs 445: ICICI Direct

ICICI Direct recommended hold rating on Entertainment Network India with a target price of Rs 445 in its research report dated August 08, 2019.

Hold Pidilite Industries; target of Rs 1414: ICICI Direct

ICICI Direct recommended hold rating on Pidilite Industries with a target price of Rs 1414 in its research report dated August 08, 2019.

Hold Hindalco; target of Rs 200: ICICI Direct

ICICI Direct recommended hold rating on Hindalco with a target price of Rs 200 in its research report dated August 07, 2019.

Hold Mangalam Cement; target of Rs 280: ICICI Direct

ICICI Direct recommended hold rating on Mangalam Cement with a target price of Rs 280 in its research report dated August 07, 2019.

Ideas for Profit | After recent troubles, which housing finance companies offer value?

Q3 earnings of print media companies muted but revival likely in FY20

SBI delivers strong Q3 numbers as loan growth accelerates and asset quality improves; long-term buy

Strong earnings outlook, attractive valuation make ICICI Bank a must buy

Q3 earnings indicate a clear sky making ICICI Bank an exciting yet relatively safe investment bet for long term

Bajaj Finance Q3: Robust performance in a tough environment; buy on dips

Should investors consider Zee Entertainment after recent events?

Thirumalai Chemicals Q3 review: Raw material prices hurt; limited pricing power bigger worry

There could be some relief on material costs as crude oil prices have cooled off. However, the bigger worry is on the revenue front.

Quick take GST changes: Calamity cess is not equal to sin tax; positive for ITC

This also sets a reference for future as the GST legislation provides for levy of special taxes for a specified period to raise additional resources during any natural calamity or disaster. And hence, on each such occasion tobacco companies may not be on the receiving side.

Ideas for Profit I Aarti Industries: Emerging as partner of choice for global chemical giants; accumulate

The company is undergoing a huge capex programme and also bagged multi-year mega contracts from global players.

Weekly Tactical Pick: Limited impact of IL&FS crisis, attractive valuation set HDFC apart

While HDFC's investment in IL&FS could be marked down, its impact will be negligible as the book value of the investment stood at Rs 78 crore as at the end of March

Sterlite Technologies: European acquisition would be value accretive

Sterlite Technologies is currently trading at 21 times its FY20 estimated earnings, which is reasonable in the light of its growth prospects

Schaeffler India 1QCY2018 – Steady growth, industry tailwinds and merger to augur well

Schaeffler currently trades at 30.5 times CY18 and 27.3 times CY19 projected earnings. We advise investors to capitalise on dips to build position

Suprajit Engineering – Leadership, strong financials, future-ready auto ancillary business

According to the management, EVs would impact components related to engine pack and SEL does not supply products related to engine. Thus the company appears to be immune to the disruption led by EVs