Prime Stock Recommendation: A play on urbanisation and premiumisation
Stocks
N V Chandrachoodamani

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.  

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3 Prime Stocks to average now
Stocks
PrimeInvestor Research Team

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.

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Short term outlook for Nifty 50
Markets
B Krishnakumar

Short term outlook for Nifty 50

Short term outlook for Nifty 50 : We have been voicing our concerns regarding how overbought the Nifty 50 index has been in the bigger time frame. And, we have been expecting a cool off or correction in the index for the last three months. The view shared in this post on the Nifty 50 outlook is playing out and the Nifty 50 index is reverting to its mean. 

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Muthoot and Manappuram
Stocks
N V Chandrachoodamani

Muthoot and Manappuram – Explaining the valuation divergence

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
Stocks
R Balakrishnan

LIC IPO – the elephant makes an entry

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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retail brand play
Stocks
N V Chandrachoodamani

Prime Stock Recommendation: A power packed retail brand play

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.

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PrimeInvestor smallcase portfolios
General
Srikanth Meenakshi

PrimeInvestor smallcase portfolios

We have just launched two portfolios on the smallcase platform – an active-investing stock portfolio with a unique, growth-oriented theme, and a passive-investing portfolio but one that is dynamically managed by us.

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textile sector, textile sector outperformance
Premium
Pavithra Jaivant

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

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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Important Update: Change in our stock recommendation

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.

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drug discovery, drug discovery outsourcing, CRO, CDMO, CRAMS
Categories
N V Chandrachoodamani

Prime Stock recommendation : A preferred partner for drug discovery outsourcing

The company we have recommended is assisting global bio-pharmaceutical companies in the end-to-end process of drug discovery to manufacturing. There is an increasing trend within the global life sciences industry to partner with integrated contract research organisations that can provide customised and end-to-end solutions to both large conglomerates to young startup biotechs.

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Interest rates, move out of equities
Categories
R Balakrishnan

Interest rates: Should you move out of equities?

Long-standing warnings by market gurus about the imminent popping of the stock market bubble seemed to come good, with interest rates for US treasuries spiking up sharply and triggering a fairly sharp correction in stock prices across the world. But why should stocks fall if interest rates rise and will such a rate hike impact India?

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multi-bagger stocks
Categories
N V Chandrachoodamani

The magic formula to identify multi-bagger stocks

Bull markets are always decked with stories of compounders and multi-bagger stocks, pushing investors to hunt for multi-bagger stocks in every investment they make. But as many of us know, very few companies end up delivering such high returns, over a sustained period.

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