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November 18, 2022 08:38 AM IST This packaging company’s stock is trading at 3.1 times EV/EBITDA and 3.9 times P/E on FY24e earnings. This is attractive, considering the potential for earnings growth and a healthy RoE of about 16 percent. It is well-positioned to catapult into the next growth phase, given the resilient end-markets. Should you invest? Watch the video for more
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November 17, 2022 08:35 AM IST With new capacity coming up for Vesuvius India in the next one year, we expect higher revenue growth, export opportunities, and market share gains. The risk to our assumption is lower steel production, inability to pass on higher input costs and the increase in royalty rate paid to the holding company. Should you invest? Watch the video to know more
- November 16, 2022 09:11 AM IST
Lemon Tree Hotels posted better-than-expected results in the September 2022 quarter. Unlike its peers, which reported a QoQ margin drop, Lemon Tree was able to maintain its margins. With the second half being a seasonally strong quarter, we expect to see further uptick in demand. But is this the right stock to play the industry upcycle? Watch the video to find out
- November 15, 2022 08:36 AM IST
This automotive business is racing ahead as demand remains buoyant. This should augur well for the company, which already shows strong leadership in the farm equipment segment. Watch the video to know if you should invest
- November 14, 2022 08:35 AM IST
In Q2, Eicher Motors' momentum continued to be strong. As a result of pent-up demand for bikes, new product launches, preference for premium bikes, sharp growth in exports, significant improvements in the CV segment, and an improved fleet utilization, the company's outlook is positive. With pent-up demand, a preference for premiumization, and new product launches, Royal Enfield's volume grew in the second quarter. Additionally, chip supply eased, which boosted volumes. Management has noted that chip shortages are easing and are expected to improve in the future. A very healthy order book is also maintained by the company. Newly launched bikes are generating a lot of inquiries and bookings. Watch the video to know more!
- November 11, 2022 08:38 AM IST
CAMS has reported muted set of earnings in the second quarter. Even though it has seen a dip in its market share in the September quarter, we don’t see a risk to its existing market share. It is highly protected from competition, has annuity-like revenue and a cash-rich balance sheet; It also enjoys high operating leverage and has delivered robust return ratios. However, all these positives are priced in as the stock is trading at rich valuations. So should you still look at buying the stock? Watch this video to find out!
- November 10, 2022 08:40 AM IST
Demand pick-up helps TVS to put up a decent quarterly show. The company is set to outperform the industry on the back of a strong product portfolio, market positioning, and a focus on EVs. However, valuation is stretched. Watch this video to find out whether you should buy the stock at current levels.
- November 09, 2022 08:38 AM IST
Ideas for profit: Shares of SBI hit record high after the PSU lender posted highest-ever profit in second quarter on strong loan growth, margin expansion, controlled operating expenses and lower provisions. Asset quality too improved further and slippages fell to a record low in the second quarter. But how long will the elephant continue to dance? And is it a compelling buy after its stellar earnings in the quarter gone by? Watch this video to find out more!
- November 07, 2022 08:35 AM IST
Investment idea: Prudent Corporate Advisory has reported solid set of numbers in the second quarter. Robust growth in assets under management and improving product mix aided profitability while flows through SIPs were the highest in the company’s history. The mutual fund industry is going from strength to strength as the average assets under management has crossed Rs 38 lakh crore as of September. The industry has seen net inflows into equity schemes for 19 months in a row. Given the large and under-penetrated market, the long-term outlook for the industry is very positive. Watch this video to know why Prudent is emerging as the best stock to ride growth in the mutual fund industry!
- November 04, 2022 08:40 AM IST
JK Paper has reported a robust set of numbers in the second quarter. The break-out in margin and the sharp rise in profit are the fruits of a well-integrated operation. In fact, the company reported its best-ever quarterly consolidated turnover and profit in the quarter gone by, aided by higher production, sales volume and an enriched product mix. Moreover, further price hikes in paper products and demand recovery could help the company maintain industry-beating margins going forward. Watch this video to know why it is the best-placed stock in the paper industry
- November 03, 2022 08:44 AM IST
Market sentiment seems to be favouring NTPC as the shares have clocked swift gains amid strong financial performance. By December, the monetisation of the company’s renewable energy portfolio will be complete. Improved coal availability and capitalisation of assets under construction has led to growth in power generation. During the next few quarters, one-time costs and other fixed charges will be absorbed, paving way for an increase in profitability. Earnings should be better in the second half of this fiscal year. So should you look at buying NTPC now as it seems poised to power ahead on the back of strong earnings visibility? Watch this video to know more.
- November 02, 2022 08:37 AM IST
Airtel posts strong Q2 numbers on the back of increasing 4G customers and better ARPU. Besides this, there are multiple levers that could fuel growth of this telecom company. The combination of higher data use and the rising share of 4G subscribers will continue to drive ARPU growth in the medium to long term. So, does it warrant a buy after its strong performance in the quarter gone by? Watch this video to know more.
- November 01, 2022 08:38 AM IST
Maruti is poised for a smooth ride as the chip shortage is waning and raw material prices are softening. The automaker’s results have improved on the back of chip availability and softening of raw material prices. The waning impact of chip shortage helped the company to increase its production. But how are the valuations looking and should you look at buying the stock now? Watch this video to find out!
- October 31, 2022 08:43 AM IST
IIFL Wealth has reported its highest-ever net profit for the second quarter despite greater volatility in the capital market. Healthy net flows, a stable retention, and low expenses have driven the wealth management company’s quarterly show. Management’s strategy of focusing on the annual recurring revenue as opposed to transaction/brokerage revenue has helped reduce the volatility in revenue. Besides, wealth management opportunity is huge and is likely to grow in sync with India’s economic growth and rising income levels in the economy. IIFL Wealth, being one of the top wealth managers, will be the key beneficiary of the structural growth in the industry. Watch this video to know more about how this stock will create value for shareholders
- October 28, 2022 08:41 AM IST
Metro Brands' strong Q2 show was driven by strong consumer demand and margin improvement. The company has a strong financial discipline and earnings growth trajectory and its recent acquisitions fill a key gap of sports and athleisure segment in its portfolio. The company is also looking to improve its product mix by introducing footwear at higher price points and scale up its businesses in a profitable manner. Watch this video to know more about why you should add this stock to your portfolio and how it can create shareholder value in the long term.
- October 27, 2022 08:35 AM IST
ICICI Bank has not only outperformed the benchmark Nifty and Bank Nifty indices, but has also delivered higher returns compared to HDFC Bank and Kotak Bank. The lender’s robust earnings performance in the second quarter substantiates the stock’s huge outperformance. Given the clean and strong balance sheet, the odds favour ICICI Bank in delivering strong earnings growth in the coming quarters as well. So will the stock continue to rally and does it make sense to buy into it at current levels? Watch this video to know more.
- October 25, 2022 08:41 AM IST
Axis Bank shares hit a record high after it delivered a stellar performance in the second quarter. Momentum in loan growth, traction in fees, control over costs and improvement in asset quality led to a surge in profit. The lender’s earnings growth trajectory looks strong, aided by improving macro and rapid market share gains. In fact, the stock trades at over 25 percent discount to its peers and there seems to be enough headroom for re-rating. Should you consider buying the stock now? Watch this video to find out!
- October 21, 2022 08:48 AM IST
IndusInd Bank has rallied close to 39% in the past three months, outperforming both Nifty and Bank Nifty. The bank reported a stellar Q2 with an uptick in profits and improvement in asset quality. However, the risk of an economic slowdown may impact the bank's performance going ahead. Should you buy the stock at current level? Watch this video to find out.
- October 20, 2022 08:35 AM IST
MC Pro has picked out a quality jewellery stock with steady return ratios. Current valuations provide comfort, and hence we advise investors to add the stock to your portfolio. Watch the video to know more.
- October 19, 2022 08:43 AM IST
This company has been in the business of castings for more than three decades in which they have experienced several CV cycles. We remain positive on the stock and recommend investors to accumulate at current levels and add on declines. Watch the video to know more
- October 18, 2022 12:13 PM IST
Federal Bank has rallied close to 25 percent in the past year, outperforming Nifty and Bank Nifty that clocked single-digit negative returns over this period. The guidance on further improvement in return on asset as well as interest margin despite firming up of interest rates is reassuring. However, the slack in deposits is a slight worry. Should you buy the stock at the current level? Watch the video to find out
- October 13, 2022 08:34 AM IST
Campus Activewear is among the few Indian players in the sports & athleisure footwear segment, and the only listed entity in the space. Its affordable price point owing to presence across entry to semi-premium space in a market dominated by MNC players makes it well poised to gain market share in a fast-growing segment. Is it a prudent idea to invest in the company? Watch the video to find out.
- October 12, 2022 08:40 AM IST
Varun Beverages is a key player in the beverage industry and one of the largest franchisees of PepsiCo outside the US. While the share price has run up quite a bit in the short term, MC Pro recommends investors to buy the shares. Here’s why
- October 11, 2022 08:09 AM IST
Titan is one stock that is set to sparkle this festive season. The company is poised to deliver better-than-expected growth in Q2 as indicated by the pre-quarter update. The company continues to gain market share in the key jewellery segment, driven by localisation. Shares of Titan have delivered 30% return since mid-June, far outpacing the Nifty return of 10% in the same period. Watch this video to know whether you should be accumulating this stock now.
- October 10, 2022 08:33 AM IST
Shares of this paper company are trading at 4.4 times EV/EBITDA and 6.2 times P/E on FY24 estimated earnings. Valuations are reasonable given the pent-up demand for printing and writing grade papers. Also, a sharp growth in the demand for kraft and packaging paper will boost earnings visibility. Watch the video to know if you should invest
