sector analysis
Jump to
527 Results Found
  • 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

  • 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

  • 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

  • Solara Active: Aurore deal to act as a booster for CRAMS; accumulate Apr 13, 2021 10:38 AM IST

    Solara Active: Aurore deal to act as a booster for CRAMS; accumulate

    The Aurore deal should help Solara in ramping up CRAMS portfolio, diversifying the API product basket and also aiding backward integration

  • What ‘second wave’ means for investors in Indian pharma Apr 12, 2021 10:25 AM IST

    What ‘second wave’ means for investors in Indian pharma

    Multi-year opportunity awaits Indian vaccine manufacturers such as DRL, Gland Pharma, Aurobindo Pharma and Cadila Pharma

  • Market outlook: Expect 20,000 on Nifty by September 2021 Apr 07, 2021 11:00 AM IST

    Market outlook: Expect 20,000 on Nifty by September 2021

    Given that the reviving global demand, supply-chain disruptions and hardening of bond yields augur well for commodities, we expect that metal stocks will continue to outperform the broader markets by a significant margin.

  • The way forward for Craftsman Automation, post listing Mar 26, 2021 10:12 AM IST

    The way forward for Craftsman Automation, post listing

    It is among the three-four component players, providing machining of cylinder blocks for the tractor segment in India.

  • Bajaj Healthcare: Multiple growth catalysts in place Mar 24, 2021 10:10 AM IST

    Bajaj Healthcare: Multiple growth catalysts in place

    The growth on the topline front is likely to moderate as the onset of the pandemic resulted in an unprecedented spike in demand for certain products.

  • Emmbi Industries: A compelling value buy Mar 22, 2021 10:56 AM IST

    Emmbi Industries: A compelling value buy

    Emmbi stands to benefit from the reopening of the economy and the management is fairly optimistic on the growth outlook for the next 4-5 quarters

  • Nazara Technologies IPO: The game is just starting Mar 17, 2021 10:18 AM IST

    Nazara Technologies IPO: The game is just starting

    Nazara’s story is just getting started with a majority of its business lines poised to benefit from structural uptrends in Asia and Africa

  • 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

  • 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

  • Indigo Paints: What should investors do post the bumper listing? Feb 03, 2021 10:51 AM IST

    Indigo Paints: What should investors do post the bumper listing?

    The Indigo Paints stock opened 75 per cent higher than the issue price and went on to more than double the money of the subscribers by the end of Tuesday

  • Pharma: Ignore the noise as the core allocation is incremental Feb 01, 2021 07:32 PM IST

    Pharma: Ignore the noise as the core allocation is incremental

    Focus on creating health infrastructure in the Budget 2021 is clearly an incrementally structural move which should indirectly benefit all the domestic oriented companies

  • Indigo Paints IPO: Will it colour your portfolio green? Jan 20, 2021 09:17 AM IST

    Indigo Paints IPO: Will it colour your portfolio green?

    The Indigo Paints public issue is primarily an offer for sale with the majority of the proceeds going to private equity investors and only Rs 300 crore flowing into the company

  • Bodal Chemicals: Diversification towards benzene chemistry – a structural shift Jan 01, 2021 09:50 AM IST

    Bodal Chemicals: Diversification towards benzene chemistry – a structural shift

    Import for select benzene-based chemicals is on an uptrend and hence offers a good import substitution opportunity for Bodal Chemicals

  • India investing themes for 2021 Part 3: Renewables and commodities Dec 23, 2020 11:04 AM IST

    India investing themes for 2021 Part 3: Renewables and commodities

    Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.

  • VRL Logistics –  An investment worthy candidate despite tepid show Dec 17, 2020 09:24 AM IST

    VRL Logistics – An investment worthy candidate despite tepid show

    Given the distressed external environment where most competitors are on a weak footing due to tight liquidity conditions and stretched balance sheets, it appears that VRL will be able to consolidate these market share gains

  • Allcargo Logistics: Delisting and improving macros provide strong tailwind Dec 16, 2020 09:19 AM IST

    Allcargo Logistics: Delisting and improving macros provide strong tailwind

    With a vast footprint and a long operating history, Allcargo is well positioned to continue the expansion of its Indian business, while gaining incremental share in international trade

  • COVID Vaccine: The opportunities for investors - Part II Dec 11, 2020 08:51 AM IST

    COVID Vaccine: The opportunities for investors - Part II

    As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities

  • Associated Alcohols – Should you say cheers now? Dec 10, 2020 10:42 AM IST

    Associated Alcohols – Should you say cheers now?

    AABL’s volumes are expected to improve further following its recent foray into Uttar Pradesh — one of the largest liquor markets in the country

Sections