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  • KEC International: Strong Order Wins & Execution – Is a Big Rebound Coming?

    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.

  • Veteran investor Samir Arora uses Big B's London tie-shopping incident to impart lesson on valuation

    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

  • Michael Mauboussin believes this simple, fair-value calculation method deserves a book

  • Markets with Santo & CJ | What early 2000s can tell you about bear market rallies?

  • Markets with Santo and CJ | M&M, JSW Steel, Tata Power, TCNS Clothing, and Nykaa in focus

  • Aditya Birla Fashion & Retail at reasonable valuations; time to add the stock to your portfolio?

  • Can ITC’s cigarette business strength help improve valuations?

  • Why CESC trades at a discount to Torrent Power

  • Sensex, Nifty on a roll; 5 ways to de-risk your portfolio

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