Business update

Prime Stock update: This automation play may be in takeoff mode

Vidya Bala / Stocks, Categories, Premium / June 27, 2023

When a company, especially an MNC, discloses little by way of scheduled earnings calls or business information, save for its AGM, its stock price can also react only to earnings or move on visibility in prospects of the company. We took that risk in one such company which is in the business of automation, in late 2021.

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Stock alert: Narratives and numbers – what to do with Infosys?

Vidya Bala / Stocks, Categories, Premium / April 20, 2023

A 14% fall in INFOSYS (INFY) in just a week is not something that you expect, especially when the index itself fell under 1% over the same period. But then, when markets are disappointed, they don’t cry, they rage.

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Prime stock update: Are we still sweet on this sugar maker?

Pavithra Jaivant / Stocks, Categories, Premium / March 9, 2023

In August 2021, we recommended a sugar manufacturer, well placed to play the ethanol opportunity that was set to change the dynamics of the sugar sector in India. 18 months down the line, the ethanol opportunity has played out as we expected and we have more clarity on this front. But at the same time, stock returns for our chosen candidate stand at just ~5% since our ‘BUY’ recommendation even though it rallied over 30% and also fell by almost 20% in the interim. We think, this calls for an update.

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Prime Stock update: Prospects brighten for our small finance bank call

N V Chandrachoodamani / Stocks, Categories, Premium / February 19, 2023

Covid proved be an ultimate stress test for Small Finance Banks (SFBs). As SFBs largely cater to low income borrowers comprising small businesses, small vehicle owners and other self-employed categories including micro-finance, they were among the most Covid-sensitive sectors.

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Prime Stocks update: How this EV player is placed now

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / January 26, 2023

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.

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Prime Stocks: An update on a recommendation

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / January 19, 2023

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.

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Prime stock recommendation: A consumer durables play gearing for a comeback

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / September 5, 2022

Consumer durables, a key consumer category, bore the brunt of Covid as companies lost two business seasons in FY21 and FY22 to lockdowns and supply disruptions. As demand took a hit, the sector lost its sheen, especially white goods and small appliances, leaving investors disappointed over the last 2 years amid a soaring market.

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Stock update: Results analysis on our niche capital goods pick

Vidya Bala / Stocks, Categories, Premium, Research Reports / May 25, 2022

In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.

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Godrej Agrovet – what’s firing and what isn’t

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / May 8, 2022

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.

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IPO Review: Glenmark Life Sciences – Should you invest?

N V Chandrachoodamani / Categories, Premium, Stocks / July 26, 2021

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?

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Stock review: A healthy player in the diagnostics space

Pavithra Jaivant / Stocks, Premium / May 9, 2021

Growth estimates are being placed at a CAGR of around 10% for the next five years for the diagnostics sector, presenting a very attractive opportunity to players that are ready and able to take advantage. Dr Lal Path Labs is a leading diagnostics player, building up its presence outside its traditional stronghold of Delhi.

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