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  • 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

  • Which mid-cap cement companies can impart strength to your portfolio? Dec 01, 2020 10:16 AM IST

    Which mid-cap cement companies can impart strength to your portfolio?

    Cement volumes have been resilient owing to an upswing in infrastructure and housing activities.

  • CSB Bank: Q2 earnings surge, will stock price follow? Oct 20, 2020 11:11 AM IST

    CSB Bank: Q2 earnings surge, will stock price follow?

    CSB Bank is well on track to transform into a new-age private sector bank

  • GM Breweries Q2 FY21: On the path of recovery Oct 09, 2020 09:07 AM IST

    GM Breweries Q2 FY21: On the path of recovery

    GM Breweries has exhibited volume growth of 5-7 percent on a historic basis with a potential to grow at similar rates once the overall macro environment improves

  • Finolex Industries: Growth lags, but balance sheet provides stability Oct 07, 2020 09:32 AM IST

    Finolex Industries: Growth lags, but balance sheet provides stability

    Challenges are expected to persist in the near term, but weak competition and government reforms should pave the way for secular growth for Finolex beyond FY21

  • Transport Corporation of India: Outlook improving, but wait for the right level Sep 30, 2020 10:26 AM IST

    Transport Corporation of India: Outlook improving, but wait for the right level

    The positive momentum for TCI is set to continue in the second and the third quarter though volumes are likely to be lower than last year's as the outlook for fiscal FY21 remains a worry

  • Investment Strategy: Is a NIFTY ‘melt-up’ on the cards? Sep 28, 2020 09:45 AM IST

    Investment Strategy: Is a NIFTY ‘melt-up’ on the cards?

    The fundamentals as well as stock valuations assume little importance at this point of time, but will ultimately come into play once the euphoria blows off to the top with NIFTY surpassing lifetime highs of 12,300

  • Emmbi Industries: The rural market should save the day Sep 25, 2020 09:42 AM IST

    Emmbi Industries: The rural market should save the day

    The conservative style of Emmbi Industries in terms of cash flows and investments provides additional comfort in these challenging times

  • Perrigo’s pain is a windfall for Cipla, Lupin Sep 18, 2020 02:21 PM IST

    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

  • Associated Alcohols - Is it time to say cheers? Sep 18, 2020 10:22 AM IST

    Associated Alcohols - Is it time to say cheers?

    Liquor consumption presents an attractive opportunity in India for Associated Alcohols & Breweries (AABL) as the country has a large young population and remains an underpenetrated market in the alcoholic beverage segment

  • HeidelbergCement: Merits a review for inclusion in shopping list Sep 15, 2020 09:38 AM IST

    HeidelbergCement: Merits a review for inclusion in shopping list

    The demand recovery for Heidelberg has been swift on account of the normalisation of supply chain and healthy cash flows in rural markets, but its sustenance will be challenged by sporadic lockdowns and rising Covid cases

  • Hawkins Cooker -- Differentiated rural consumer play Sep 11, 2020 09:46 AM IST

    Hawkins Cooker -- Differentiated rural consumer play

    Hawkins Cookers is banking on defensive qualities of consumer-staples, which are generally considered safe havens in stressful times

  • TCI Express: Best to remain on the sidelines Aug 27, 2020 10:01 AM IST

    TCI Express: Best to remain on the sidelines

    While we expect a sequential improvement for TCI Express in the coming quarters, the path to recovery could be painful due to external factors

  • Kajaria Ceramics: Strong balance sheet helps weather storm Aug 26, 2020 09:33 AM IST

    Kajaria Ceramics: Strong balance sheet helps weather storm

    From an operational standpoint, Kajaria has the best in class operating metrics in the industry

  • Concor: Does the weakness present an opportunity? Aug 24, 2020 11:29 AM IST

    Concor: Does the weakness present an opportunity?

    A double whammy of declining sales and higher expenses will weigh on margins and profitability over the next 2-3 quarters

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