Stocks
Stock update: Results analysis on our niche capital goods pick
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Vidya Bala
May 25, 2022
5 Comments
PrimeInvestor - Articles and Reports
Stocks
Adani and Holcim cement the deal – now what?
Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.
Pavithra Jaivant
May 22, 2022
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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
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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
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N V Chandrachoodamani
April 19, 2022
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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
A winning stock portfolio: It is all about getting these two things right
A winning stock portfolio has two particular hallmarks as practiced by the experts in the field. What are they and who to implement them? Chandrachoodamani analyses.
N V Chandrachoodamani
April 3, 2022
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Stocks
PrimeInvestor Research Team
March 31, 2022
1 Comment
