KEC International, a key player in the power transmission and distribution (T&D) sector, has faced execution challenges in Railways and Civil. However, its diversified operations, strong order inflows, and improving T&D business indicate a turnaround. Following a stock correction, the valuations have turned attractive, supported by an anticipated recovery in execution and margin expansion in the coming quarters.
On X platform, Helios Capital's founder and fund manager Samir Arora shared his response to an analyst who said that a stock may be too expensive for him
A Twitter thread shows how to do a quick check if a stock is cheap or expensive
Coming up on markets with #SantoAndCJ at 3 PM | #ICYMI What early 2000s can tell you about bear market rallies? Also, Santo & CJ’s take on DLF, 3M India, Atul Auto, Sudarshan Chemicals and Granules India.
Nifty 50 closed above the 20 DMA on Friday and is likely to cross the 16,400 level. Also, know why Santo and CJ are tracking M&M, JSW Steel, Tata Power, TNS Clothing, and Nykaa.
Aditya Birla Fashion and Retail posted a decent March 2022 quarter performance. The company will scale up its core brand business and is targeting multi-fold growth in new businesses of innerwear and ethnic. Watch the video to know why Moneycontrol Pro has a positive stance on the stock.
Less restrictive and localised lockdowns affected ITC’s cigarettes business much less. But that alone may not be enough to close the valuation gap over its FMCG peers
CESC is trading at 7.5 times the current fiscal year earnings estimates, sharply lower than Torrent Power’s 16 times
Portfolio re-balancing should normally be an ongoing process, a function on one’s target portfolio and asset allocation.