May 07, 2021 05:59 PM IST
In this edition of Ideas for Profit, we tell you why Moneycontrol Research desk pegs Coforge as its favourite mid-cap IT stock despite the recent run up.
- May 06, 2021 05:11 PM IST
Adani Ports & SEZ saw strong recovery in volumes led by acquisition and economic recovery. There was a sharp improvement in the margins as a result of higher scale. While recent acquisitions are likely to support the company’s growth in the coming months, we believe the stock trades at a higher valuation, leaving little scope for appreciation.
- May 04, 2021 10:40 PM IST
Kotak Mahindra's stock has underperformed both the Nifty and Bank Nifty in the last three months as its overly cautious approach to growth often doesn’t go down well with growth-hungry investors. More recently, the capping of private bank CEO’s tenure to 15 years by the RBI has raised questions about the bank’s future leadership as founder CEO Uday Kotak’s term ends on December 2023.
- May 03, 2021 08:17 PM IST
IndusInd Bank reported a decent quarter on almost all parameters - asset quality improved, provision looks comforting, advances moving towards better quality, deposit franchise-building up well. With a good balance sheet and capital to face the challenge of the pandemic, as well as the comfortable valuation, re-rating seems possible as growth returns.
- April 30, 2021 08:40 PM IST
Positive outlook for domestic and export segments, reasonable valuation, strong product pipeline and a bounce-back in demand for premium bikes make Bajaj Auto an attractive bet for the long haul.
- April 29, 2021 08:16 PM IST
Attractive yield, quality assets, stable cash flows, and a buzzing project pipeline. Power Grid InvIT checks all these boxes. Watch the video to find out more about the company and whether you should subscribe to PowerGrid InvIT IPO.
- April 28, 2021 07:32 PM IST
With healthy provision cover, reasonable buffer to face Covid-led disruptions, adequate capital and excellent liability to propel growth, Axis Bank appears to be at a vantage position to accelerate the growth pedal in the post Covid era
- April 27, 2021 09:09 PM IST
While FY21 was a year of repair for the company, Tech Mahindra’s management remains optimistic about FY22 being a year to rally. With optimism for the long-term and huge valuation discount to peers, could Tech Mahindra be an ideal value buy in the current scenario? Let’s find out!
- April 26, 2021 09:29 PM IST
ICICI Bank, India’s second largest private bank, doubled its profit in FY21. The bank's bottom line performance was aided by receding asset quality woes along with strong loan growth. So, how did ICICI Bank emerge stronger from the pandemic-induced economic crisis? Find out as we deep-dive into the company’s earnings report and analyse if there is more room for the stock to rally.
- April 22, 2021 05:58 PM IST
Nestle India’s March quarter results were marginally above street expectations, led by a spur in home consumption as key products posted double-digit growth. Nestle’s board has recommended interim dividend of Rs 25 per share, payout of 40 percent. Domestic growth has been consistently in double-digit in the last 8 quarters barring the June 2020 quarter which got impacted by the COVID-19 related shutdown. Should the investors accumulate the stocks and hold them for a long time? Watch the video to know more
- April 22, 2021 01:12 PM IST
CSK edged past KKR in an electrifying match. Faf du Plessis and Gaikwad put on a 115-run stand to set the stage. Moeen Ali, Dhoni and Jadeja too contributed as CSK put 220 on the board with du Plessis unbeaten on 95.
- April 21, 2021 08:44 PM IST
In a pandemic-disrupted year, metals have emerged as one of the most valuable commodities – and we are not talking about gold or silver only. The outperformance of the metal stocks has left investors wondering whether to book profits here or to hold on further. With metals outperforming Nifty why your portfolio needs the lustre and which stocks to focus upon. Watch this video to find out.
- April 20, 2021 07:16 PM IST
FY21 had witnessed a record highway construction and awarding activity with roads sector stocks rising in the range of 80- 180 percent. The performance was better than the benchmark indices such as the Nifty and the Sensex which rose by about 75 percent. Increased allocation in the Union Budget towards road construction also led to robust outlook for the sector resulting in outperformance by road sector companies. Watch the video to know which stocks to pick up in FY22?
- April 19, 2021 07:48 PM IST
Despite the pandemic-induced disruption, HDFC Bank reported yet another consistent performance with net profit rising by 19 percent year-on-year in FY21. Profits growth remained strong despite bank shoring up provisions to deal with the future contingencies and was aided by healthy loan growth, rock-steady margins and better operating efficiency. Watch the analysis to know why HDFC Bank is a must have in your portfolio.
- April 16, 2021 10:19 PM IST
The demand for personal vehicles and two-wheeler segments shot through the roof post the unlocking as people tried to avoid public transport, the recovery in demand was quite exceptional. Tractor & commercial vehicles witnessed slow recovery post unlocking. But now they are catching up fast as sales start to witness growth from pre-COVID levels. Watch the video to know more
- April 15, 2021 07:38 PM IST
With the second wave of the Covid-19 pandemic hitting the country hard, consumer sentiment is likely to get impacted. Intermittent lockdowns and lower disposable income will possibly put a check on overall consumer spending and especially expenditure on FMCG products that are discretionary in nature. In this edition of Ideas For Profit, we find out how COVID-19 and consumer sentiment will impact FMCG stocks in FY22
- April 14, 2021 05:13 PM IST
As the surge in COVID-19 infections take hold, the banking industry faces a trial by fire. But there are still some names that can stand tall amid this scare. In this edition of Ideas For Profit we focus on some of the banking stocks where investors can bet during these tough times
- April 13, 2021 10:24 PM IST
Tata Communication services (TCS) has reported a strong revenue growth for third consecutive quarter with broad-based growth across verticals and geographies. What is the outlook for the company? Lets find out in this edition of Ideas For Profit.
- April 12, 2021 09:50 PM IST
With the second Covid ‘Wave’ already surpassing the daily highs recorded in the month of September 2020 of about 95000, the demand for vaccines, critical medical equipment like vaccines, oxygen cylinders and ventilators have increased manifold. Watch the video to know what this evolving situation means for Indian Pharma?
- April 08, 2021 04:50 PM IST
Titan is on track to clock revenue growth for the March quarter. Can it tide over the troubles posed by the COVID-19 restrictions in days ahead? Watch the video to find out.
- April 07, 2021 05:48 PM IST
Real-estate stocks have evolved and there is a huge premium for those who offer credibility, predictability, capability and prudence. A leading player in this space, enjoying strong brand equity is Macrotech Developers (erstwhile Lodha Developers), which is coming out with an IPO. Here's how should investors position themselves.
- April 06, 2021 05:54 PM IST
A strong recovery in demand has turned our eyes into the refractory segment and IFGL Refractories, a manufacturer of special refractories for the steel industry, had reported the highest ever sales, EBITDA and Profit After Tax for the December quarter in FY21. In this edition of Ideas For Profit, we picked up IFGL to assess how much value it holds as a stock for future investments.
- April 05, 2021 04:20 PM IST
JSW Energy, a subsidiary of JSW Group, was able to report 14 percent year-on-year growth in net profits during December quarter of the fiscal year 2021. Its balance sheet has got the backing of low debt and surplus cash. With new projects in the pipeline, does JSW Energy have enough steam to power ahead? Watch the video to find out.
- April 01, 2021 07:45 PM IST
The fortunes of the road sector are on the upswing and the labour market is on the mend. So, which are the stocks stepping on the accelerator? Watch the video to find out
- March 31, 2021 09:30 PM IST
Recent IPO listings have been quite disappointing for investors. However, the gaming company Nazara Technologies bucked the listing trend seen on exchanges in the past couple of weeks. So, what should investors do? Find out in this edition of Ideas For Profit