PrimeInvestor - Articles and Reports

Prime Stock update: This automation play may be in takeoff mode
Stocks
Vidya Bala

Prime Stock update: This automation play may be in takeoff modeย 

When a company, especially an MNC, discloses little by way of scheduled earnings calls or business information, save for its AGM, its stock price can also react only to earnings or move on visibility in prospects of the company. We took that risk in one such company which is in the business of automation, in late 2021.ย 

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Prime Stock Recommendation: A consumer stock on a compounding journey
Stocks
N V Chandrachoodamani

Prime Stock Recommendation: A consumer stock on a compounding journey

With consumer companies having pulled through a period of demand slump, the worst appears to be behind. Signs of a recovery in rural demand can help broad-base the overall consumption improvement. This consumer company gets a strong foundation in its household brand names. But it has been evolving from building up its own health and […]

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Prime stock recommendation - A steady player in the challenging API business
Stocks
Pavithra Jaivant

Prime Stock recommendation: A steady player in the challenging API business

Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.

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Technical outlook โ€“ the Nifty 50 and broader markets
Markets
B Krishnakumar

Technical outlook โ€“ the Nifty 50 and broader markets

As observed in the previous update on targets for the Nifty 50, the index remained strong and also moved pretty close the target zone of 18,700-18,750. The index recorded a high of 18,662 on May 30 and has since been in a consolidation. In this update, we take a quick look at the short-term outlook for the Nifty 50 index and focus on a more detailed outlook for the broader markets and interesting sectors.

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Prime stock recommendation - moving this small finance bank to a HOLD
Stocks
N V Chandrachoodamani

Prime Stock recommendation: Moving this small finance bank to a HOLD

With a return of over 50%, one of our stock recommendations โ€“ on a small finance bank โ€“ may now provide less entry opportunity for new investors even as existing investors can continue to hold it. Read to know what drove this small finance bankโ€™s stock to current valuations and what prospects it still holds.

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6 investment styles โ€“ which one suits you?
Stocks
Aarati Krishnan

6 investment styles โ€“ which one suits you?

Apart from the fund managerโ€™s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.ย 

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FMCG sector: At the crossroads
Markets
N V Chandrachoodamani

FMCG sector: At the crossroads

Around this time last year, we had analysed the FMCG sectorโ€™s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.

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The many facets of front-running and insider trading
Markets
R Balakrishnan

The many facets of front-running and insider tradingย 

SEBI (Securities Exchange Board of India) has levelled charges of front-running against two big institutions that may Indians are invested with โ€“ LIC and Axis Mutual Fund. Front running and its close cousin – insider trading – were quite widely prevalent in the days of yore, before SEBI drafted elaborate regulations to keep such practices at bay. But what do todayโ€™s investors need to know about these malpractices? Hereโ€™s an explainer.

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Prime stock recommendation - an R&D focused company in the API space
Stocks
N V Chandrachoodamani

Prime Stock Recommendation: An R&D focused company in the API space

It has been a rough ride for the Indian API industry in the past 2 years. A combination of factors including price erosion in US generics, destocking, demand fluctuation, elevated raw material costs and freight costs have hit the margins of many API plays including market favourites such as Diviโ€™s, Laurus and Aarti Drugs. Their growth has also remained at low single digits in this period.
Still, if a company has managed to remain resilient in this period and yet corrected to valuations that make it attractive, it deserves to be noticed.

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Mankind Pharma IPO: Invest or avoid?
Stocks
N V Chandrachoodamani

Mankind Pharma IPO: Invest or avoid?

Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.

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