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Budget 2023Budget 2023

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  • Tata AIA Life Insurance
  • Hafele
  • Motilal Oswal
  • SMC Global Securities Limited
Budget 2023
Budget 2023
sector analysis
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  • European energy crisis: Gains and pains for Indian chemical players Sep 09, 2022 11:58 AM IST

    European energy crisis: Gains and pains for Indian chemical players

    Force majeure in European Chemicals industry can lead to significant shortfall in range of chemicals

  • Futures Trade | Coforge breaks below a descending triangle pattern Apr 26, 2022 07:21 AM IST

    Futures Trade | Coforge breaks below a descending triangle pattern

    Moving average and MACD are both in a sell mode in Coforge

  • How does the coal crunch impact India's cement makers? Oct 06, 2021 09:25 AM IST

    How does the coal crunch impact India's cement makers?

    Given that the cost savings from fuel efficiencies are near optimum levels, the recent jump in coal prices poses a fresh threat to the margin profile of all cement manufacturers

  • Is the Nifty touching the 20,000 mark soon? Sep 20, 2021 09:33 AM IST

    Is the Nifty touching the 20,000 mark soon?

    Bulls are still in charge in a frothy market

  • Greater traction in housing: These are the stocks to benefit Aug 17, 2021 10:31 AM IST

    Greater traction in housing: These are the stocks to benefit

    Housing has linkages with over 20 other sectors and sub-sectors in the economy

  • AC companies: Long-term thesis fully intact after a dull Q1 Aug 17, 2021 10:23 AM IST

    AC companies: Long-term thesis fully intact after a dull Q1

    The overall valuations in the sector appear quite stretched and seem to factor in the long-term positives

  • Nuvoco Vistas IPO: Can investors bet on its valuation discount? Aug 09, 2021 10:07 AM IST

    Nuvoco Vistas IPO: Can investors bet on its valuation discount?

    Nuvoco has followed an acquisition-led growth strategy to scale up its business

  • Markets flooded with IPOs – Why caution is warranted Aug 04, 2021 10:47 AM IST

    Markets flooded with IPOs – Why caution is warranted

    Potential investors need to exercise more caution on the recent IPOs as many of these listing pops would turn out to be short-lived

  • Havells or Polycab: Which one to choose? Jul 26, 2021 11:42 AM IST

    Havells or Polycab: Which one to choose?

    Demand conditions for the electrical and the consumer durable sectors continue to remain challenging owing to Covid disruptions.

  • Asian Paints: A sector superstar, but $40-billion valuation raises eyebrows Jul 22, 2021 09:11 AM IST

    Asian Paints: A sector superstar, but $40-billion valuation raises eyebrows

    Asian Paints is gradually expanding its product range from paints to other categories with an aim to beautify, preserve and transform all spaces and objects in homes

  • Midcap cement duo that deserve attention Jun 18, 2021 10:52 AM IST

    Midcap cement duo that deserve attention

    The near-term trajectory for the cement companies once again appears uncertain, but government spending in infrastructure development and policy reforms are expected to boost volumes post the easing of restrictions

  • Are you ready for a recap of the Harshad Mehta Bull Run? Jun 09, 2021 09:41 AM IST

    Are you ready for a recap of the Harshad Mehta Bull Run?

    There exists a chance the Nifty might even touch 22,000 or even 24,000 in the next 6 months

  • Weekly Tactical – Polycab India Jun 04, 2021 08:20 AM IST

    Weekly Tactical – Polycab India

    Market valuations of Polycab India offer substantial potential for re-rerating of stock

  • Dixon Technologies: Seizing the market opportunity Jun 01, 2021 09:24 AM IST

    Dixon Technologies: Seizing the market opportunity

    The company is eyeing exponential growth in the mobile segment and has recently entered into contractual agreements with Motorola and Nokia for the manufacturing of mobiles under the PLI scheme

  • M&M puts up a strong show, valuation reasonable May 31, 2021 10:59 AM IST

    M&M puts up a strong show, valuation reasonable

    The tractor-buying season and the reduction in the number of COVID cases in rural areas are expected to bring demand back for M&M by July

  • Crompton Consumer — Q4 performance marred by uncertain outlook May 25, 2021 09:44 AM IST

    Crompton Consumer — Q4 performance marred by uncertain outlook

    Crompton Greaves has also benefited from the investing trend of flight to quality and the stock has been a big winner in recent months

  • Havells India: Sparkling results, but is it a safe stock to add? May 24, 2021 11:39 AM IST

    Havells India: Sparkling results, but is it a safe stock to add?

    Trading at a FY23 P/E ratio of about 50 times, the valuations of Havells appear to be pricing in meaningful growth beyond the pandemic

  • 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.

  • 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

  • Syngene: Heavy investment phase makes it a long-term play Apr 30, 2021 10:23 AM IST

    Syngene: Heavy investment phase makes it a long-term play

    Beyond contract research, another trend to watch for Syngene is the pick-up in contract manufacturing business in biologics and APIs

  • 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

  • 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