Ideas for Profit

Ideas for Profit | AC stocks may feel some near-term heat, but a promising future awaits

Ideas for Profit | Bharat Rasayan – promising stock with healthy returns, margins

The stock has corrected 37 percent from its 52-week high and is now trading at a 17.6x 2019e (estimated) earnings.

Ideas for Profit | JSW Energy: High cash balance, low debt make it an attractive power play

Ideas for Profit: Buy Wabco, Bosch for the long term despite sluggish demand outlook

Ideas for Profit: Stylam Industries a long term play in the wood panel industry

Stylam operates in the building material space and is engaged in the manufacture of high pressure laminates for exterior cladding of furniture, cubicles and interior furnishing.

Ideas for Profit | Asset financing NBFCs: Good long term buy amid myriad concerns

We analyse 4 NBFC stocks to back in a volatile market

Ideas for Profit: 4 factors that make Rico Auto a long term buy

Ideas for Profit | IndoStar Capital Finance: Sound fundamentals at compelling valuations

Current valuation prices in most concerns making it a worthy long term bet

Ideas for Profit: Venky's a long term play in the consumption space

Backed by favourable socio-economic factors, the domestic poultry industry is expected to grow at a steady pace over the medium to long term

Ideas for Profit: Input costs weigh on battery companies; accumulate

Weakening macroeconomic condition marked by rise in crude oil prices, rupee depreciation, rising interest rate regime coupled with regulatory challenge coming from mandatory long-term insurance as well as natural calamity like floods in Kerala had dampened the demand for most of the auto majors in India in September 2018. However, festive season brought cheers to selected pockets in the month of October 2018.

Ideas for Profit | Automotive lighting companies – LEDs continue to light up fortunes

Market leadership, marquee clients, focus on developing technologically advanced products and adoption of LED-based products provide an improved earnings visibility for these companies and therefore merits investors’ attention.

Ideas for Profit: Top picks from alcohol beverage space after Q2 results

Radico Khaitan commands 6 percent volume share in the IMFL segment. Its Magic Moments vodka brand is highly popular in the mid-market segment and commands a market share of more than 50 percent

Ideas for Profit | Food colours Q2 review: Improved capex visibility augurs well; accumulate

While Vidhi Specialty had undergone debottlenecking of existing plant capacity in 2018, Dynemic Products received environmental clearance for new capacity in the quarter gone by

Ideas for Profit: Retail plays to look at after the Q2 earnings season

Postponement of festive season sales to Q3 this fiscal (versus late Q2 in FY18) impacted the performance of all companies.

Ideas for Profit: Post Q2 results, here are 3 engineering stocks to look at

On an aggregate basis, 10 companies that we have covered in this study have delivered 20 percent revenue growth as they benefitted from improved execution.

Ideas for Profit | Minda Corp: Strong business available at an attractive valuation

The company has marquee clients, strong focus on R&D and a robust order book. The recent correction in the stock price has made valuations extremely attractive

Indian Hotels Q2FY19 – encouraging growth in seasonally weak quarter

Going forward, the company aims to improve margins by hiking rates wherever possible, increase in management fee income, higher income from new inventory and cost optimisation in payrolls and corporate overheads.

Ideas for Profit: NBCC - Operational issues overshadow strong core-business growth in Q2

The company's management has maintained its 35 percent revenue growth guidance for the current financial year, largely because of its strong order book of close to Rs 80,000 crore

Ideas for Profit | Attractive valuation makes M&M a long term buy

The stock is worth accumulating for the long term given its strong leadership in farm equipment segment (FES), revival in rural growth, a slew of new launches and reasonable valuations

Ideas for Profit | Ashok Leyland sees volume-led growth in Q2; buy

We continue to maintain our positive outlook on the company. However, investors need to watch out for its succession plan

Ideas for Profit | Eicher Motors: Strong franchise available at decent valuation; accumulate

We continue to exude confidence in the company on the back of its dominant position in bikes with engine displacement above 250cc and a shift in customer preference towards premium products. The recent correction have made valuations attractive

Ideas for Profit: One-time debits impact Titan’s Q2 performance

Strong jewellery offtake in H2 FY19, consequent normalisation of promotional expenses and operational efficiencies in the watches segment are expected to be the major re-rating triggers.

Ideas for Profit | Mahindra Logistics vs Future Supply Chain Solutions: Which stock should investors buy?

In the first half of this fiscal year, FSCS has added Haldirams, Crompton Greaves and Voltbek Home Appliances (JV between Voltas and Turkey-based Arçelik) and JK Helene Curtis (Raymond Group Company) to its list of clientele.

Ideas for Profit: End to asset quality woes in sight; SBI a long term buy

With a turnaround in sight, investors looking to play the asset recovery and resolution cycle should buy into the stock for the long term

Ideas for Profit | Axis Bank Q2 review: Set to take off; buy

We see a profitable journey for this bank and hence recommend buying into the stock as it has potential to rerate from the current valuation.