Stocks Archives - Page 12 of 20

Stocks

Nifty 50: what now?

In our previous update on the Nifty 50, we had indicated that the short-term outlook for the Nifty 50 index was bearish and a drop to the March lows of 15,900 was likely. The subsequent price action has been in sync with our expectation and the Nifty dropped to a low of 15,735 last week. The key question now is whether the worst is over and whether we are now headed to fresh highs in the Nifty.

B Krishnakumar May 17, 2022 9 Comments

Stocks

Result update: 2 reasons why IT stocks are correcting and what to do

A year ago, when we did the result review of the IT stocks after the Q4FY21 earnings, the sector was moving to a new orbit on the back of robust growth prospects.
The Covid-19 pandemic increased the urgency of digital transformation for enterprises across the globe, and this paved the way for the IT sector to emerge as a strong growth story. Since we wrote about this last year, the sector has delivered stellar earnings performance during and post pandemic.

N V Chandrachoodamani May 15, 2022 6 Comments

Stocks

Godrej Agrovet – what’s firing and what isn’t

Godrej Agrovet is a conglomerate with businesses spread across the agriculture and protein supply chain. It is in animal feeds, palm oil extraction, agrochemicals, dairy and frozen foods. The business has commoditised parts, seasonal parts and valued added parts.

N V Chandrachoodamani May 8, 2022 No Comments

Stocks

IPO Review: LIC IPO – 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. LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LIC’s policyholders will get a Rs 60 discount.

Aarati Krishnan May 3, 2022 1 Comment

Stocks

Prime Stock Recommendation : Investing in the business of risk

A few weeks ago, Warren Buffett’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. 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.

Premium article available only to subscribers.

N V Chandrachoodamani April 19, 2022 No Comments

Markets

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.

B Krishnakumar April 17, 2022 2 Comments

Research Reports

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

India’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.

Pavithra Jaivant April 10, 2022 2 Comments

Stocks

Prime Analysis: Impact of HDFC Merger & our recommendation

When good quality businesses get beaten down in the markets, unexpected corporate actions and events sometimes act as a trigger to their re-rating. Is the HDFC merger with HDFC Bank a positive?

Aarati Krishnan April 5, 2022 13 Comments

Stocks

Important update: Change in our stock recommendation

This is an update on a stock that is in our Buy list, owing to recent developments.

Premium article available only to subscribers.

PrimeInvestor Research Team March 31, 2022 No Comments

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

Stocks

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.

N V Chandrachoodamani March 22, 2022 8 Comments

Prime Stock Recommendation: A play on urbanisation and premiumisation

Stocks

Prime Stock Recommendation: A play on urbanisation and premiumisation

Be it inside the home or office or in a family car or a metro rail, it is glass that protects you from the elements while allowing you to still see the outside world. Malls, commercial spaces and residential buildings all use more glass than in the past. The face of public transportation in cities is changing with the introduction of air-conditioned buses and metro rail systems. Wide glass windows, glass cubicle bathrooms and the big sunroof in SUVs are the fast-catching luxury trends. Simply put, glass is a proxy to economic growth aided by per-capita income growth, urbanisation and premiumisation with increasing use cases.

Premium article available only to subscribers.

N V Chandrachoodamani March 13, 2022 No Comments

Stocks

3 Prime Stocks to average now

The equity markets have been losing strength and seeing steady correction albeit with temporary rebounds. We thought this was a good time to revisit our stock recommendations, Prime Stocks, and see if you can have averaging opportunities in them.

PrimeInvestor Research Team March 10, 2022 7 Comments

PrimeInvestor - Articles and Reports

Nifty 50: what now?

Result update: 2 reasons why IT stocks are correcting and what to do

Godrej Agrovet – what’s firing and what isn’t

IPO Review: LIC IPO – 3 factors to consider before subscribing

Prime Stock Recommendation : Investing in the business of risk

Nifty 50: Will there be a pullback now?

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

Prime Analysis: Impact of HDFC Merger & our recommendation

Important update: Change in our stock recommendation

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

Prime Stock Recommendation: A play on urbanisation and premiumisation

3 Prime Stocks to average now

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