Stocks Archives - Page 8 of 20

Stocks

Prime Stocks update: How this EV player is placed now

We had, in mid-2021, initiated a buy call on a stock that was reinventing itself from a supplier of diesel engines into an EV player. It was an early call we’d made on the EV boom, which appears well-timed as electric 2-wheeler sales jumped from 16,000 units in 2018 to 150,000 units in 2021 to a whopping 615,000 units in 2022!
With the EV 2-wheeler market now clearly segmenting itself, there is more clarity on how competition and market share is shaping up. The EV 2-wheeler industry is also going through regulatory tightening.

Premium article available only to subscribers.

N V Chandrachoodamani January 26, 2023 No Comments

Fundamental analysis or technical analysis: which is better

General

Fundamental analysis or technical analysis: which is better?

There are more theories on what works in stock investing than there are listed stocks. Each one seems to be successful at some point in time. However, there is still no single universally applicable formula. I am still in search of that magic formula. If any of you do find one, please post it in the comments section.

But if there can be said to be two warring camps on the right approach to stock investing, these are usually fundamental analysis and technical analysis. Both have loyal camps of followers who swear that their method works best.

R Balakrishnan January 24, 2023 9 Comments

Stocks

Prime Stocks: An ER and R&D services company focusing on high-growth opportunities

This leader in engineering and R&D services is differentiated from other large IT players and is focused on high growth opportunities.

N V Chandrachoodamani January 20, 2023 No Comments

Stocks

Prime Stocks: An update on a recommendation

In one of our stock recommendations last year, we analysed a company that was moving from ‘tonnage to technology’. We spoke briefly about the company transforming itself from a manufacturer of forged components to a supplier of products, systems and assemblies to defence and electric vehicles. The stock delivered 27% since our call (index 8.5%) and we retain a buy. In this report we detail further on the above opportunities based on the information that the company shared with analysts last month.

Premium article available only to subscribers.

N V Chandrachoodamani January 19, 2023 No Comments

Markets

Prime Equity Outlook 2023

In our Prime Equity outlook in 2022 we said “We would expect any correction triggered by global rates to take the Nifty 50 down to the 12,500 to 15,000 range. In this range, investors should deploy cash and swoop in on buying opportunities rather than develop cold feet!”.
The equity market world over did see a correction in 2022 along these lines and as geo-political factors took hold. Indian markets too, experienced a rout in the first half of the year hitting close to our predicted range at 15,200 by mid-June.
Even so, India did a lot better than its emerging market peers. The Nifty 50 closed the year on a positive note, with a modest 4% return. Simply buying the Nifty 50 would have delivered a good 18% from June until December 2022. Our own stock picks delivered well in 2022, too.
But with global recession on the cards, still high Nifty 50 and a hostile rate scenario, can 2023 be better than 2022? For Indian markets, there are some key trends that we think can play out. We look at where the Nifty 50 could be headed, and where opportunities lie.

N V Chandrachoodamani January 15, 2023 4 Comments

A new approach to gauge market mood - The Nifty VMI tool

Markets

A new approach to gauge market mood – The Nifty VMI tool

“Is this a good time to invest in the market?” This is a question that many of you ask us when you want to deploy additional money. Gauging market mood is never easy and this is often done mostly by short-term traders. When investing for the long term, we typically tell you that it is best to invest in phases and avoid trying to time the market. Investing in phases (or call it SIP) and holding for the long term can help contain downsides and it is a proven strategy.

Vidya Bala January 12, 2023 28 Comments

Technical outlook – where the Nifty 50 could be headed in 2023

Markets

Technical outlook – where the Nifty 50 could be headed in 2023

In the previous update on the targets for the Nifty 50, the expectation was that the index could head to the next target at 19,100. Contrary to expectations, the index has been in a correction phase in the past few weeks. In today’s report, thus, we try to assess both the short-term and the medium-term outlook for the Nifty 50 index.

B Krishnakumar January 10, 2023 5 Comments

Stocks

Prime Stocks performance review 2022

In this report, we look at the hits and misses of our Prime Stock calls this year and what we will do to add more value next year.

PrimeInvestor Research Team December 20, 2022 10 Comments

Technical outlook: Can the new Nifty 50 targets be extended?

Stocks

Technical outlook: Can the new Nifty 50 targets be extended?

It’s been interesting times for the Nifty 50 in the past month! As we observed in the previous update, the Nifty 50 index remained bullish and managed to reach the first target of 18,640-18,700 zone that we had set. The index appears on course to reach even the second target of 19,100 mentioned in the outlook last month.

B Krishnakumar December 13, 2022 2 Comments

Stocks

IPO Review: Should you take a sip of the Sula Vineyards IPO?

Sula Vineyards is launching an IPO worth Rs 960 crore, consisting solely of an offer for sale by investors including a 1% stake sale by the promoter. The offer for sale will result in approximately 32% of equity being sold by the selling shareholders with the promoter stake at ~28% post-issue. The issue opens on December 12 and closes on December 14. Shares are being offered at a price band of Rs.340-Rs.357 per share of face value Rs 2. This being an offer for sale, the company will not receive any funds from the issue.

N V Chandrachoodamani December 11, 2022 4 Comments

Stocks

Are you looking for the next HDFC Bank?

There is no dearth of stock market stories about the next HDFC bank or the next Page Industries or the next Dixon Technologies. In the recent IPO boom, this comparison went to the next level – comparing Indian companies with global giants.

But this kind of chasing the next big multi bagger, has seldom yielded rich dividends for investors.

N V Chandrachoodamani December 4, 2022 4 Comments

Re-rating: The X factor in multi-bagger returns

Stocks

Re-rating: The X factor in multi-bagger returns

Ask any new CFA pass-out what drives stock returns in the long run and he’ll likely tell you that is earnings, of course! Equity analysts spend many man (and woman) hours on excel sheets, trying to model the future earnings of companies, to identify stocks to bet on.
But if you look at the journey of multi-bagger stocks over any time period, you’ll find that there’s an X factor apart from earnings that drives multi-bagger returns.

Aarati Krishnan November 29, 2022 5 Comments

PrimeInvestor - Articles and Reports

Prime Stocks update: How this EV player is placed now

Fundamental analysis or technical analysis: which is better?

Prime Stocks: An ER and R&D services company focusing on high-growth opportunities

Prime Stocks: An update on a recommendation

Prime Equity Outlook 2023

A new approach to gauge market mood – The Nifty VMI tool

Technical outlook – where the Nifty 50 could be headed in 2023

Prime Stocks performance review 2022

Technical outlook: Can the new Nifty 50 targets be extended?

IPO Review: Should you take a sip of the Sula Vineyards IPO?

Are you looking for the next HDFC Bank?

Re-rating: The X factor in multi-bagger returns

About Us

Useful links

Legal/regulatory

Track us on social media

Become a PrimeInvestor!