PrimeInvestor - Articles and Reports

LIC IPO, LIC, IPO analysis
Stocks
Aarati Krishnan

IPO Review: LIC IPO โ€“ 3 factors to consider before subscribing

The Indian government, deciding to take its chances with market moods, has launched the long-awaited IPO of Life Insurance Corporation of India (LIC). This is entirely an offer for sale by the government to offload 3.5% of its holdings (2.21 crore shares) to the public, at an offer price band of Rs 902-949.ย  LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LICโ€™s policyholders will get a Rs 60 discount.ย 

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2 G-Sec bond options to invest right now
Bonds & Deposits
PrimeInvestor Research Team

2 G-Sec bond options to invest right now

About 10 days ago, we alerted you about the upcoming opportunities you will have in the bond market as we move up the rate cycle. Today, we are recommending 2 government securities (G-secs) that are out as auction in the RBI Retail Direct portal. You might want to check if your brokerage has the option to buy these.ย 

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M&A
General
R Balakrishnan

What they donโ€™t tell you about M&A

In an M&A, company A buys out company B, triggering positive and happy noises in the market. Share prices of both companies jump in joy on the announcement. The news then gets digested and analysed.ย  Shareholders of both companies realise after a bit, that they should have sold out in the first few days after the announcement, rather than swallow stories of โ€˜synergiesโ€™, โ€˜cost savingsโ€™, โ€˜market leadershipโ€™, โ€˜inorganic growthโ€™ and other jargon that are usually peddled to sell mergers, in company releases and analyst reports.ย 

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How to ride the rate upcycle
Bonds & Deposits
Aarati Krishnan

How to ride the interest rate upcycle

Indian debt investors have been handed a raw deal in the last three years. Though inflation has been rising and market interest rates edging up, the Reserve Bank of India (RBI) and the Monetary Policy Committee (MPC) were doing their level-best to keep a lid on interest rates, to protect borrowers in a Covid-hit economy.ย 

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business of risk
Stocks
N V Chandrachoodamani

Prime Stock Recommendation : Investing in the business of risk

A few weeks ago, Warren Buffettโ€™s Berkshire Hathaway announced the acquisition of Alleghany Corporation with a $11.6 billion deal, its largest buy-out deal in six years. The decision has come at a time when the general insurance industry has faced headwinds in the last 2-3 years. But there is no one better than Buffett to understand the prospects and valuation of an insurance company.ย  Berkshire Hathaway owes its long-term wealth creation success to excellent underwriting skills in its insurance subsidiaries and clever usage of the float from insurance to build a long-term equity portfolio.ย 

Premium article available only to subscribers.

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Nifty 50: Will there be a pullback now?
Markets
B Krishnakumar

Nifty 50: Will there be a pullback now?

In our previous Nifty 50 index update, we had built a case for a short-term bounce in the Nifty 50 index that could extend up to 16,800-16,850 range. This price action unfolded in line with expectations and the index moved well past the target zone. The question now is, will this rally continue or is there still a risk of one more leg of downside heading back to the early March lows.ย 

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Changes to Prime Portfolios, our readymade portfolios
Recommendations
PrimeInvestor Research Team

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations menu dropdown.ย These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

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Cement Industry
Research Reports
Pavithra Jaivant

Cement Industry: 5 things to know before you choose a stock

Indiaโ€™s cement industry has always been a good proxy for the core economy, with steady volume growth and players enjoying considerable pricing power unlike other commodities. With cement industry leaders such as UltraTech Cement, Ambuja Cements, Dalmia Bharat and Birla Corporation correcting between 10% and 20% in the last 3 months, could there be an opportunity? We take a deep dive into the cement industry to assess its prospects.

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changes to Prime Funds
Recommendations
PrimeInvestor Research Team

Quarterly review โ€“ changes to Prime Funds, our fund recommendations

If thereโ€™s one trend that equity funds donโ€™t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.ย 

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Auto Ancillaries: The EV disruption and how to pick winners now
Stocks
N V Chandrachoodamani

Auto Ancillaries: The EV disruption and how to pick winners now

The auto component or auto ancillaries space, though, features more listed opportunities. These companies supply critical components such as engines, transmission, axles, suspension, brakes, lighting, electronics and batteries to automobiles. It is a major manufacturing sector, accounting for 2.3% of GDP and employing 1.5 million people. Piggybacking on the fortunes of the auto industry and another way to play the space, the auto ancillary segment can offer opportunities. With over Rs. 4 lakh crore in market capitalisation, this sector has more companies in its fold to play the auto space.

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