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PrimeInvestor Research Team
August 1, 2021
7 Comments
PrimeInvestor - Articles and Reports
Stocks
Risk premium – What it is and how it helps you set return expectations
In this article, we’ll explore where risk premiums come from in debt and equity. This is important because risk premiums are not fixed and change with time. So, if you base your return expectations wrong, you may wind up with a different corpus that you originally planned to.
Vidya Bala
July 29, 2021
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IPO Review: Glenmark Life Sciences – Should you invest?
Glenmark Life Sciences (GLS) is a generic API (Active Pharmaceutical Ingredients) manufacturer and a subsidiary of Glenmark Pharmaceuticals. The Glenmark Life Sciences IPO is worth Rs. 1,514 crore, comprising fresh issue of Rs.1,060 crore and an offer for sale worth Rs.454 crore by Glenmark Pharmaceuticals. Should you invest in the IPO of this high-value, non-commoditized API player?
N V Chandrachoodamani
July 26, 2021
13 Comments
Stocks
How to evaluate banking and finance stocks
There are certain characteristics which make evaluating banking and finance stocks different from others which produce goods and services. Money cannot be lent to someone unless there is an inflow by way of capital or debt. Since it is not practical to lend only from capital, borrowing (or leverage) is the sustaining food for this business. Naturally in using this leverage, there are good and bad apples.
R Balakrishnan
July 25, 2021
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Stock Review : Amara Raja Batteries – A fancied stock that has lost speed
Amara Raja Batteries Limited (ARBL) is the second largest storage battery manufacturer in India by revenue. The organised sector is a duopoly structure with two major players, ARBL and Exide Industries.
Anush Raj P
July 13, 2021
6 Comments
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IPO Review : Zomato IPO – Invest or avoid?
If there’s talk in the stock markets today, it’s devoted to the upcoming Zomato IPO, which aims to mop up Rs 9,375 crore. Unlike the crop of recent private equity investor backed companies doing IPOs, this isn’t primarily an offer for sale. Zomato gets a whopping Rs 9,000 crore to deploy into its business mainly through a fresh issue of shares. Only one investor, Info Edge, will offload a Rs 375 crore stake. At the upper end of the price band of Rs 72-76, the post-offer market cap of listed Zomato will be around Rs 60,000 crore.
Bhavana Acharya
July 11, 2021
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Stocks
How to read an annual report – the 6 valuable sections
A company’s Annual Report is a statutory document that contains material facts and information about the company. This makes it among the most reliable sources for information on a company. In this article, we will try to give examples of where in an annual report you can find information that is useful for your understanding of business and financials. This is an illustrative article and not an exhaustive one.
N V Chandrachoodamani
July 8, 2021
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IPO Review: GR Infraprojects
In a bull market, when fancied sectors command premium valuations, IPOs in that space also come with a stiff asking price. We have seen this in the chemicals space. However, when a sector has been languishing for long and sees pick up only in pockets, will an IPO from such a sector leave money on the table? More specifically, will GR Infraprojects be one such offer? Read our take.
Vidya Bala
July 6, 2021
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Stock Recommendation : An engine maker with EV aspirations
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N V Chandrachoodamani
July 4, 2021
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Stock recommendation: A consolidation play in the commodity space
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N V Chandrachoodamani
June 29, 2021
12 Comments
Markets
Sugar industry: Will ethanol blending prove a turning point?
Sugar industry: Will ethanol blending prove a turning point? Commodity prices have been rallying globally in the last few weeks, with some folks speculating if this is the start of a new commodity ‘super-cycle’. With all eyes on commodity stocks, the sweetest of them all, sugar companies, too have been trending higher. Leading players such as Balrampur Chini Mills Limited, Dhampur Sugar Mills Limited and EID Parry saw their stocks hit 52-week highs in June (Balrampur Chini Mills Limited and Dhampur Sugar Mills Limited even hit all-time highs) and some stock prices even doubled in the last six months. Here we take a look at the sugar sector in India and its nuances.
Pavithra Jaivant
June 27, 2021
11 Comments
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Stock Review: RITES – A quality play on railway transport
RITES Limited, is a public sector undertaking (PSU) specializing in consultancy work in the fields of transport, infrastructure and related technologies. Established under the aegis of Indian Railways, this Miniratna (Category I) Schedule A PSU, was established in 1974 and was listed in the stock exchanges in July 2018. The Ministry of Railways owns 72.02% of the shares in RITES Limited. Starting out as an infrastructure consultant, the company evolved itself to offer both consulting and turnkey execution of engineering projects, leasing services and exports for the Indian Railways.
Pavithra Jaivant
June 24, 2021
3 Comments
