sector analysis

Unrelenting farmer distress highlights pressing need for an overhaul

AC companies Q3FY19 Preview: Disappointing H1 show to continue

Retail Q3FY19 Preview: Strong revenue traction likely

Ideas for Profit | Hawkins Cooker: High RoCE business available at reasonable valuations

The company is staring at an optimistic future as government initiatives along with new product launches should push sales up. Operating margin is also anticipated to improve on the back of weakness in metal prices

Jio continues to capture market share; Vodafone-Idea cedes ground

Aviation industry continues to face turbulence, fall in oil prices likely to offer respite

The significant fall in the oil prices in recent months may help airlines reduce fares and witness passenger growth

Ideas for Profit | Subdued sentiments, macro weigh on auto sales in December 2018

Ideas for Profit | Leisurewear companies: Barring Page Industries, not much steam left in the short term

Quick Take | Kansai Nerolac’s latest acquisition to fortify presence in construction chemicals business

The recent acquisition of Perma Construction is likely to further intensify the competitive intensity in the market as Kansai is planning to triple the Perma’s revenues in the next 2-3 years through expansion to newer geographies.

Consider La Opala, leader in opalware market, as a long-term opportunity

From an operational standpoint, the company has an established distribution network and been able to develop a strong brand recall among its customers.

Why Himatsingka Seide and Trident could be good value buys in home textiles space

Quick Heal Technologies – Cybersecurity presents huge market opportunity

The stock can be considered for accumulation on dips as the as the business is highly scalable, enjoys strong operating leverage and looks well positioned to grow in an increasing digitizing world economy.

Apollo Pipes: A favoured small cap of Dalal Street’s smart investors

The company is doubling its capacity from 53,000 tonnes to 100,000 by the end of FY20.

Potential deal with Brookfield AMC could lift spirits for Hotel Leela, hospitality sector

Infusion of Rs 4,500 crore through the proposed deal would help in taking care of the debt strengthening the balance sheet and improving returns.

Ideas for Profit | AC stocks may feel some near-term heat, but a promising future awaits

Eyeing RBI capital to bridge fiscal gap – can government convince all?

Which footwear stocks should you walk with?

OPEC’s production cut: Should India worry?

In the shorter run, while crude prices might see some support, we remain bearish on the overall crude prices in the longer term

Ideas for Profit: Stylam Industries a long term play in the wood panel industry

Stylam operates in the building material space and is engaged in the manufacture of high pressure laminates for exterior cladding of furniture, cubicles and interior furnishing.

Whirlpool vs IFB: Which stock offers more bang for your buck?

Here’s how engineering cos reinvent their biz as opportunities shrink

This shift will provide diversification and scale but help garner higher margins and ensure sustainability for many of these companies as the competitive landscape changes

Ideas for Profit: Venky's a long term play in the consumption space

Backed by favourable socio-economic factors, the domestic poultry industry is expected to grow at a steady pace over the medium to long term

Nov auto sales: Adverse macros weigh; outlook muted

Despite oil prices softening, automobile majors continue to post a weak set of volumes due to muted consumer sentiment caused by liquidity crunch, non-availability of retail finance and moderate festive season

Ideas for Profit: Input costs weigh on battery companies; accumulate

Weakening macroeconomic condition marked by rise in crude oil prices, rupee depreciation, rising interest rate regime coupled with regulatory challenge coming from mandatory long-term insurance as well as natural calamity like floods in Kerala had dampened the demand for most of the auto majors in India in September 2018. However, festive season brought cheers to selected pockets in the month of October 2018.

Tile manufacturers Q2 review – Margin recovery underway; like Asian Granito with long-term view

During Q1 and Q2, Kajaria has displayed resilient operational performance which indicates the superior execution capabilities in a tough market environment