Stocks Archives - Page 18 of 20

Markets

Results Update: Tech majors moving to a new orbit

Although some of the top Tier I IT companies such as Infosys or HCL Technologies missed market estimates for the quarter ending March 2021, they finished FY-21 on a strong note across various fronts. Steady deal wins, stable growth, sustained margins, expanding cash assets and buybacks characterized the fiscal ending March 2021 for IT companies. This, in a year ravaged by the Covid-19 pandemic. It is small wonder therefore that their price earnings valuations have moved up in trajectory, well-above their 10-year averages. Let’s take a quick recap of the performance for the latest fiscal and quarter – that led to PE moving to newer orbit. We’ve taken the 4 tech majors TCS, Infosys, Wipro and HCL Technologies for this purpose.

N V Chandrachoodamani April 26, 2021 11 Comments

Stocks

Stock recommendation: A dividend play on consumer demand recovery

Stocks and sectors that are likely to take an immediate hit to revenue and profits have slipped more than others. But many among these have medium to long-term growth drivers in place, and are strong enough to weather near-term impact to profitability.

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Bhavana Acharya April 25, 2021 No Comments

Stocks

Stock recommendation: A solid company, a sharp fall, a great opportunity

Fears about a second wave of Covid more virulent than the first, have triggered a fresh bout of panic selling in the market. Stocks that may take a direct hit on their revenues and profits as a result of this have seen a correction. We think this presents a window of opportunity to add select high-quality stocks to your portfolio. We are providing a recommendation on one such stock that has seen a 21% correction from its peak in March.

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PrimeInvestor Research Team April 15, 2021 No Comments

Stocks

Suryoday Small Finance Bank IPO – Invest or avoid?

Small finance banks, with their focus on small ticket loans for urban and semi-urban India, are a play on the underpenetrated market for financial products in India. Yet, after stellar performances soon after their IPOs many of these stocks have seen their valuations levelled. So, when a new candidate – Suryoday Small Finance Bank IPO (Suryoday) comes out in an overcrowded primary market, how should it be judged? Read on.

Vidya Bala March 16, 2021 4 Comments

Stocks

Kalyan Jewellers’ IPO – Should you invest?

Kalyan Jewellers’ IPO is upon us and Aarati is here with the most detailed analysis and opinion piece on the offering – Should you buy or not? Either way, read this article first!

Aarati Krishnan March 15, 2021 12 Comments

Stocks

8 things you need to know about Reliance Industries’ demerger plan

Reliance Industries (RIL) put out more details of the proposed demerger of its Oil to Chemicals (O2C) business that it announced earlier in 2020. The company now seeks approval from shareholders, creditors, regulatory authorities, Income Tax authority, and the NCLTs in Mumbai and Ahmedabad to demerge and set up a fully owned subsidiary for the O2C business.
This article will simply seek to explain the contours of this demerger and any immediate impact if you are a shareholder in the company, in the form of a Q&A.

Vidya Bala February 23, 2021 4 Comments

Markets

Outlook on indices that are outperforming Nifty 50

In our last article, we discussed the performance of sectoral indices. A look at the thematic and strategy indices on the National Stock Exchange (NSE) would be a logical follow-up to the previous post.
We will be using the same Point & Figure charting based methodology, that was used earlier, to identify the outperformers in relation to the Nifty 50 index.

B Krishnakumar February 16, 2021 20 Comments

Stocks

Why corporate governance matters

Corporate Governance. Many investors, when they hear the term, visualize a theoretical concept that has to do with boring things like morals and ethics but doesn’t directly affect them. But corporate governance has a direct impact on the wealth you take home from investing in equities. Here we attempt to explain why.

R Balakrishnan February 8, 2021 No Comments

Stocks

Point & Figure charts – Identifying sector winners and losers

While the Nifty 50 index has seen a sharp pull back in the last few trading sessions, there has also been a tectonic shift in how individual sectors have fared versus the Nifty 50. Sector rotation is clearly the name of the game.

B Krishnakumar January 26, 2021 12 Comments

Stocks

Stock Recommendation: An attractive earnings compounder

For investors seeking to play the agri-theme in India, the fertiliser industry must surely rank as the least attractive, with the government controlling selling prices of the end-product at artificially low levels (even in ‘decontrolled’ fertilisers), production losses met by Central subsidies, high import dependence for raw materials and the vagaries of the monsoon deciding sales.

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PrimeInvestor Research Team January 21, 2021 No Comments

Stocks

Stock recommendation: Stock to ride the IT transformation

The COVID-19 pandemic has increased the urgency of digital transformation for enterprises across the globe. And this has positioned the IT sector well to catapult growth over the next 2-3 years. This is our preferred IT stock pick.

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Vidya Bala January 19, 2021 No Comments

Stocks

Launching Prime Stocks

We are delighted to announce the launch of Prime Stocks – our list of recommended stock picks that investors can use to build an equity portfolio and augment their investment returns.

This offering will complement our core investment recommendations across mutual funds, ETFs, and deposits.

Srikanth Meenakshi January 14, 2021 38 Comments

PrimeInvestor - Articles and Reports

Results Update: Tech majors moving to a new orbit

Stock recommendation: A dividend play on consumer demand recovery

Stock recommendation: A solid company, a sharp fall, a great opportunity

Suryoday Small Finance Bank IPO – Invest or avoid?

Kalyan Jewellers’ IPO – Should you invest?

8 things you need to know about Reliance Industries’ demerger plan

Outlook on indices that are outperforming Nifty 50

Why corporate governance matters

Point & Figure charts – Identifying sector winners and losers

Stock Recommendation: An attractive earnings compounder

Stock recommendation: Stock to ride the IT transformation

Launching Prime Stocks

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