February 2022

Muthoot and Manappuram – Explaining the valuation divergence

N V Chandrachoodamani / Stocks, Categories, Premium / February 24, 2022

As the top two players in the oldest lending business in India, gold lending NBFCs Muthoot and Manappuram Finance don’t require much introduction to investors. Unlike other lending operations, gold lending still requires the physical presence of the customer and therefore fin-tech challengers are yet to figure out a way to crack this lucrative business. The adoption of digital technologies in gold lending is restricted to bank transactions and sales origination.

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LIC IPO – the elephant makes an entry

R Balakrishnan / Stocks, Categories, Markets, Premium / February 20, 2022

On the LIC IPO, a lot is at stake. Rules have been bent, timelines collapsed and all the corners cut to meet deadlines and valuation numbers. The secondary market price is extremely critical for the government as it will decide the annual dilution of five percent that is likely to happen, to reduce the government ownership to seventy five percent over five years. So, for those who are worried about the price now, there is hope.

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Prime Stock Recommendation: A power packed retail brand play

N V Chandrachoodamani / Stocks, Categories, Premium / February 13, 2022

With Omicron fears fading and most States geared to quickly unlock and resume normal economic activity, PrimeInvestor believes that discretionary consumption is likely to stage a comeback. Branded apparel, wedding wear, formal workwear and innerwear are likely to be some of the first items that consumers are likely to view as feel-good purchases, on resumption of normal activity.

Premium article available only to subscribers.

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Sector analysis: What’s changing in the textile sector?

Pavithra Jaivant / Premium, Categories, Stocks / February 8, 2022

A long-forgotten sector that has made a big comeback in the most recent leg of India’s bull market is the textile sector. The rally was pretty hard to miss. The stock price of KPR Mills has more than doubled from July 2021 to January 2022 while Vardhman Textiles and Welspun surged over 60%. AK Spintex, a textile stock that has flown under the radar for a while, climbed nearly 190% in just the first two weeks of the new year, leaving many baffled. One-year stock returns have been in excess of 100% for many players. Here are the absolute stock returns on a few textile stocks.

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Technical outlook: Nifty 50 and Nasdaq 100 in focus

B Krishnakumar / Markets, Categories, Premium / February 6, 2022

In our previous post on the Nifty 50 outlook, we had mentioned that the short-term technical outlook for the index was positive and that the index could head to the 18,000-18,300 range. This view played out and the Nifty 50 index hit a high of 18,350 on January 18 and has since been on a downward trajectory.

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GSec/SDL Recommendation: Two SDL bond opportunities to lock into RIGHT NOW

PrimeInvestor Research Team / Bonds & Deposits, Categories / February 5, 2022

Beginning now, we will be issuing recommendations on opportunities arising in primary government bond issues to Growth subscribers. These recommendations will be both central govt bonds (called G-Secs) and state development loans (SDLs) and if opportunities are attractive – treasury bills as well.

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What the Budget means for bond investors

Aarati Krishnan / General, Categories, Markets / February 2, 2022

With the Budget done and dusted, most commentators have pronounced that it is a good Budget for stock markets but an awful one for bond markets. But in our view, whether you – as a bond investor – should celebrate or mourn post-Budget, will depend on your present portfolio allocation to bonds and the kind of bonds you own. Here’s how the budget affects your bond investments.

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Budget 2022 – which sectors can benefit?

PrimeInvestor Research Team / General, Categories, Markets / February 2, 2022

Several sectors can benefit from the above measures, but none to any major degree. So, we will restrict this article to a select few sectors that can benefit; these being sectors that we are also focusing on or watching for opportunities.

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30% Crypto tax

Srikanth Meenakshi / Short Takes / February 2, 2022

The 30% Crypto tax is the Indian government at its passive aggressive best (or worst, depending on your view point). The text of this tax law coupled with what the finance minister said in the post-budget interview leads me to think that the government holds the crypto ecosystem in absolute disdain.

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Budget 2022 – Provisions that affect your personal taxes

PrimeInvestor Research Team / General, Categories / February 1, 2022

Budget 2022 has no sops to offer you! And worse, worse, the Government has proposed to tax your newfound love – cryptocurrencies and other forms of digital assets. Let us look at some of the key highlights on the personal finance tax.

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Important Update: Change in our stock recommendation

N V Chandrachoodamani / Stocks, Premium / February 1, 2022

We are moving this stock from a Buy to a Hold until we receive clarity on the funding plan and capex timeline. That means, those who have already invested in the stock may continue to hold, but avoid additional investments.

Premium article available only to subscribers.

Important Update: Change in our stock recommendation Read More »

Muthoot and Manappuram – Explaining the valuation divergence

LIC IPO – the elephant makes an entry

Prime Stock Recommendation: A power packed retail brand play

Sector analysis: What’s changing in the textile sector?

Technical outlook: Nifty 50 and Nasdaq 100 in focus

GSec/SDL Recommendation: Two SDL bond opportunities to lock into RIGHT NOW

What the Budget means for bond investors

Budget 2022 – which sectors can benefit?

30% Crypto tax

Budget 2022 – Provisions that affect your personal taxes

Important Update: Change in our stock recommendation

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