Sep 17, 2021 06:58 PM IST
Sharda Cropchem’s valuations are probably the lowest in the agrochem industry. The stock is trading at the lower end of its historical P/E multiples. Need more reasons to invest in the stock? Watch this video
- Sep 13, 2021 08:52 PM IST
We believe the upcoming festival season and pickup in vaccination should improve ad spending, and consequently improve Shemaroo’s earnings from Q2FY22 onward, and gradually shrink the working capital cycle. Watch the video to know why we recommend investors to buy the stock
- Sep 09, 2021 09:49 PM IST
At the current market price, ICICI securities is trading at a 20% valuation discount to Angel Broking. This indicates that market is considering ICICI securities as just a broker and assigning no value to its large and profitable distribution franchise. Among new-age brokers, Angel has seen exponential growth in profits in recent years. Its quarterly profit has increased from mere Rs 6 crore in Q1FY20 to Rs 48 crore in Q1 FY21 and improved further to Rs 121 crore in Q1 FY22. Find out which stock MC Pro is betting on
- Sep 08, 2021 08:35 PM IST
Dhanuka Agritech has a strong balance sheet with zero net debt and robust return ratios. MC Pro is bullish on the long-term growth prospects of the company. At CMP, the stock is trading close to its long-term historical averages. Here’s why investors should add the stock on declines.
- Sep 06, 2021 07:28 PM IST
Except for few players like Hindustan Aeronautics, Bharat Electronics, Astra Micro, most defence stocks have not participated in the recent market rally. This is also a reason that some of the stock continues to trade at attractive levels in terms of valuations. Watch this video for MC Pro’s preferred picks
- Sep 03, 2021 09:04 PM IST
Transport Corporation of India is a well-run business with ample growth opportunities across each of its segments. The business enjoys strong fundamentals and offers solid long-term investment opportunity at reasonable valuations. TCI had surged 70 percent in May-June on the back of strong quarterly earnings but has cooled off in recent weeks. Here’s why you should use the dip as an opportunity to invest.
- Sep 02, 2021 07:21 PM IST
With government’s focus on infrastructure, most construction companies have guided for healthy order inflows in FY22. MC Pro remains optimistic on its high conviction ideas to take advantage of the huge spending on infrastructure. What are these stocks? Find out in the video
- Aug 27, 2021 06:26 PM IST
IRCTC’s opportunity set now goes beyond the monopoly businesses with Indian Railways into an interesting new-age area as well. Hence, despite its steady outperformance, the stock remains a long-term compounder, suitable for any investor. Find out more
- Aug 23, 2021 07:41 PM IST
At CMP, Trent is trading at 32x FY23 EV/EBIDTA projections. Valuations are expensive but strong growth prospects would continue to drive re-rating. Investors should add the stock in the portfolio. Here’s why.
- Aug 20, 2021 09:52 AM IST
ZEEL is on the road to recovery and a good long-term bet; valuation attractive
- Aug 16, 2021 05:42 PM IST
Though demand hit a speed breaker due to the pandemic, the outlook for medium-to-long term looks promising for Ashok Leyland. Demand is expected to recover post the resumption of economic activities. Current valuations also appear reasonable. Watch this video to know why we advise investors to accumulate this stock for the long term.
- Aug 13, 2021 05:18 PM IST
Bharat Forge is trading at a valuation of 23.5 times FY23 projected consolidated earnings, which we believe is at a reasonable level given the strong growth potential. We advise investors to buy and also accumulate at lower levels. Watch the video for more.
- Aug 12, 2021 08:37 PM IST
The long-term macro drivers seem to be in place for luggage companies despite temporary disruptions. The continued shift of consumer preference from unbranded to branded products, accelerated growth in air travel, wedding season-led buying, shortening replacement cycle and overall GDP growth are the long-term structural drivers for the luggage industry. And we believe, both VIP Industries and Safari remain excellent core discretionary consumption plays for the long-term. Here’s why.
- Aug 11, 2021 06:52 PM IST
Goldiam is a niche jewellery manufacturer focussed on export markets with product profile of lab grown diamonds, and selling narrow range of diamond to established retailers. Faster than expected ramp up in the online and lab grown business along with the recent buy-back programme can lead to further increase in the earnings estimates and drive re-rating. Here’s why.
- Aug 10, 2021 03:12 PM IST
Indian Hotels (IHCL) is the best stock to play the recovery theme given its strong brand image, diversified offerings and focus on balance sheet. Here’s why we believe it is the best stock to play the recovery theme.
- Aug 06, 2021 01:26 PM IST
Technically, KPIT Technologies’ stock is in an uptrend as it is trading well above crucial short- and long-term moving averages
- Aug 02, 2021 07:02 PM IST
Marico’s June quarter results were in line with expectations. Management believes gross margins have bottomed out in Q1FY22 and are likely to recover from September 2021 quarter. We are factoring in a revenue growth of 15% for FY22 and 12% for FY23. Based on our projections, Marico is trading at a P/E multiple of 55x/47x FY22E and FY23E respectively as against the last 10-year average valuation of around 36x. Investors with a long-term view can accumulate this stock and add on declines. Here’s why
- Jul 30, 2021 06:04 PM IST
Tech Mahindra is seeing positive momentum from enterprise as well communication with strong visibility on 5G front. The investment made in areas of 5G, customer experience, management, AI, cloud, data analytics and IOT puts TechM on a strong pedestal. The robust outlook along with an undemanding valuation makes it an attractive large cap bet to ride on the strong technology up-cycle.
- Jul 28, 2021 07:54 PM IST
IndusInd has so far has negotiated the second wave of the Covid pandemic impressively. Armed with capital, excess provision and a high quality balance sheet, growth revival will only be a matter of time. With an undemanding valuation, we see more re-rating ahead. Here’s why
- Jul 27, 2021 11:02 AM IST
Experts have observed an inverse correlation between paint stocks and crude oil prices. That, along with other technical factors, could provide impetus and drive the Kansai Nerolac stock towards Rs 705 levels.
- Apr 26, 2021 09:40 AM IST
While we see some stock softness, the same provides an ideal opportunity for long-term investors, especially since the downside appears limited, given HCL Tech’s valuation discount to peers
- Mar 31, 2021 10:23 AM IST
Given the strong highway of growth ahead, any weakness due to volatility in the broad market is an opportunity to add AU for the long term
- Mar 09, 2021 05:53 PM IST
India’s largest Ethanol equipment manufacturer, Praj Industries, continues to deliver strong growth and the business has seen a significant uptick with higher orders in hand, improving margins, strong cash. In this edition of Ideas For Profit, we find out why investors should bet on this stock
- Mar 04, 2021 08:45 AM IST
Adani Total Gas rallied more than 15 percent, HEG gained more than 9 percent, and Adani Transmission, which hit a fresh 52-week high, closed with gains of nearly 6 percent
- Feb 26, 2021 09:44 AM IST
The current consolidation phase is an opportunity for long-term investors to gradually accumulate Persistent