Aug 10, 2022 05:26 PM ISTIHCL looks poised to deliver 33 percent EBIDTA margins by 2025. At CMP, the stock is trading at EV/EBIDTA of about 20 times its FY24 estimates. Given the hotel sector upcycle, earnings estimate as well as the valuation multiples can re-rate. Here's why
Aug 10, 2022 02:44 PM IST Manyavar's owner Vedant Fashions posted stellar growth in the June quarter and CJ now sees scope for further uptrend for the stock. Santo, however, believes that valuations may be pricing in too much optimism. Watch the duo lock horns over the Virat Kohli-endorsed brand. Plus learn their views on Adani Ports, Tata Chemicals and Marico.
Aug 10, 2022 08:43 AM IST Delhivery Q1 results were shocking for all the wrong reasons and has Santo advocating against it given lofty valuations. But, CJ is keeping calm and trusting the long term potential of the tech company. Watch Santo & CJ debate on what lies ahead for Delhivery stock plus share their thoughts on Bharti Airtel, Indraprastha Gas and ABB India.
Aug 08, 2022 05:08 PM IST This automotive giant’s Q1FY23 performance was in-line, driven by auto segment that arrested the weakness in tractor business. Its order bookings and demand continue to be buoyant from the medium-long term perspective. This, coupled with the company’s strong leadership in farm equipment makes it a candidate for the long-term. Watch the video to know which stock this is and if you should invest for the long haul
Aug 08, 2022 08:24 AM IST As key banking and financial earnings wrap up for the quarter gone by, we fetch you a review of banking sector Q1 as well as share outlook for the coming quarters. Insights from Binod Modi of Sharekhan. Stock in spotlight today: SBI, Paytm, Marico & OMC stocks. We also answer your stock queries LIVE with Shrikant Chouhan of Kotak Securities.
Aug 05, 2022 09:06 PM IST MAS Financial has maintained high quality of earnings backed by decent growth in Q1FY23. With economic activity picking up and a stable funding scenario, we expect strong earnings growth in the next two years as well. Given the consistency and quality, MC Pro suggests the stock should find a place in your long-term portfolio. Watch the video to know if you should invest
Aug 05, 2022 06:55 PM IST Big bull Rakesh Jhunjhunwala has partially or completely exited from 10 stocks in the quarter that ended in June 2022 and added one name to his stock portfolio. The renowned investor and big bull re-entered a stock that he had exited in the January-March period and reduced his stake in some stocks to below 1%. To find out what these names are, watch this video!
Aug 03, 2022 06:14 PM IST The largest software as a service (SaaS) company in the travel and hospitality industry in India is helping travel brands maintain rate integrity across multiple points of sale online, forecast demand and manage their online reputation. MC Pro advises investors to add this company’s stock gradually on decline for the long haul. Here’s why
Aug 03, 2022 02:27 PM IST The stock currently ranks 18th in the all listed firms of India. It ranks fourth in Adani group firm. Adani Transmission is the top valued firm in the group with a mcap of Rs3.77 trillion followed by Adani Green Energy, Adani Total Gas.
Aug 03, 2022 02:17 PM IST Healthy corporate earnings, coupled with the return of foreign institutional investors, aided the positive sentiment.
Aug 02, 2022 02:12 PM IST Inflation might be scary as it threatens to eat into your returns, but if you have a proper budget planned for your future, you might not be too concerned about it. Retail inflation in June was measured at a little over 7 percent, which is the highest in around eight years. This means the cost of your living has increased and, therefore, you need to revamp your budget. But how can you do so? How much inflation should you budget for? Moneycontrol has spoken to a battery of financial planners to get you the answers to all your questions. Watch this video to know more.
Aug 01, 2022 05:52 PM IST Post the pandemic, JK Paper has emerged stronger, displaying resilience during downtrends and bounce-back during recovery. Despite the recent spike in major input costs, the company delivered an all-around performance in Q1FY23. Can JK Paper sustain the strong earnings trajectory from hereon? Watch the video to find out.
Aug 01, 2022 02:47 PM IST Yes Bank has finally found strategic investors who would be willing to invest in the bank. The new funding round will bring $1.1 billion into the lender and CJ believes it could push the bank closer to its rivals. Santo, meanwhile, prefers the certainty of Mahindra & Mahindra over the volatility of Yes Bank. Watch the duo share their thoughts on M&M, Yes Bank, JK Paper and Cipla.
Aug 01, 2022 01:17 PM IST Investors of all stripes have crashed the clubby world of VC, drawn by the potential of tech start-ups. But there are signs the party is over
Jul 29, 2022 08:18 AM IST The negative GDP print marked the second consecutive quarter of contraction, which is one indicator an economy may be tipping into a recession. We decode the United States’ GDP data with Ben Emons of Medley Global Advisors. On the spotlight today: Dr Reddy’s, TVS Motors, Sapphire Foods, and Sona BLW. We also answer your stock queries LIVE with Shivangi Sarda of Motilal Oswal.
Jul 26, 2022 08:23 AM IST Tata Steel vs JSW Steel, which stock to bet on ahead of results? We ask Amit Dixit of Edelweiss. We also answer your stock queries LIVE with Chandan Taparia of Motilal Oswal.
Jul 25, 2022 02:48 PM IST Zomato's stock is getting punched hard as the share fell to a record low. A sinking ship could see many of its early investors take the escape boat but CJ is not losing hope while Santo has that 'I told you so' speech ready. Watch the duo debate on what lies ahead for the online food aggregator with Moneycontrol’s Nisha Poddar. Plus know the duo's thoughts on Navin Fluorine and Canara Bank.
Jul 25, 2022 08:39 AM IST After two years of hibernation, Uday Kotak's Kotak Mahindra Bank is flexing its muscles again and CJ believes it is coming after ICICI Bank. Santo, however, remains sceptical. Watch Santo & CJ debate which out of the two lenders should investors be betting on. Plus the duo's thoughts on Infosys, YES Bank and JSW Steel.
Jul 25, 2022 07:53 AM IST Infosys, Reliance Industries, Kotak Mahindra Bank, and ICICI Bank have reported their earnings for Q1FY23. We analyse fundamentals and technicals of these stocks. In the spotlight today: Bharat Electronics and Granules India. We also answer your stock queries LIVE with Ruchit Jain of 5paisa Disclosure: Moneycontrol is a part of the Network18 group. Network18 is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.
Jul 24, 2022 02:32 PM IST Zerodha CEO Nithin Kamath added that out of a 100 new businesses that sprout in India, only about 1 per cent of it become sustainable and are able to survive.
Jul 22, 2022 02:53 PM IST Prashant Jain, a celebrated fund manager, is out of his way from HDFC AMC and CJ believes that his exit could spell more trouble for the company while Santo still believes in the greatness of the institution. Plus the duo spar over the outlook for UltraTech, Cyient and Gokaldas Exports.
Jul 22, 2022 08:48 AM IST PVR's Q1 results were delicious and CJ believes that the best is yet to come for the company that had seen some of its worst days during the pandemic. Santo, on the other hand, is eager to pick holes in apparent revival in RBL Bank's Q1 earnings. Watch the duo share their thoughts on the two major earnings of Thursday.
Jul 21, 2022 02:45 PM IST For the first time in three months, foreign investors have bought Indian stocks for three consecutive days. CJ believes this is a sign of their return but Santo sees it as a small pause in a broader sell-off. Watch the duo spar over whether FPIs will stick around and share their thoughts on ITC and Barbeque Nation.
Jul 20, 2022 07:27 PM IST At the current market price, ICICI Lombard is trading at a valuation of 6.4 times trailing book value, which is undoubtedly rich. However, MC Pro believes its premium valuation will sustain given market-leading share in a secular growth sector, and several other tailwinds. We believe any weakness in the stock price should be used as an opportunity by long-term investors to add the stock. Here's why
Jul 20, 2022 02:44 PM IST Oil India is surging in trade making Santo very bullish that the good days are back but CJ believes that the horizon is hazier than what the market is letting on. Watch the duo's thoughts on the PSU giant and their views on Vedanta, Gujarat Gas and Stylam Industries.
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