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.
Stock update: Results analysis on our niche capital goods pick Read More »
A few weeks ago, Warren Buffett’s Berkshire Hathaway announced the acquisition of Alleghany Corporation with a $11.6 billion deal, its largest buy-out deal in six years. The decision has come at a time when the general insurance industry has faced headwinds in the last 2-3 years. But there is no one better than Buffett to understand the prospects and valuation of an insurance company. Berkshire Hathaway owes its long-term wealth creation success to excellent underwriting skills in its insurance subsidiaries and clever usage of the float from insurance to build a long-term equity portfolio.
Prime Stock Recommendation : Investing in the business of risk Read More »
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?
Prime Analysis: Impact of HDFC Merger & our recommendation Read More »
This is an update on a stock that is in our Buy list, owing to recent developments.
Important update: Change in our stock recommendation Read More »
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.
Prime Stock Recommendation: A play on urbanisation and premiumisation Read More »
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.
3 Prime Stocks to average now Read More »
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.
Prime Stock Recommendation: A power packed retail brand play Read More »
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.
Important Update: Change in our stock recommendation Read More »
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.
Prime Stock recommendation : A preferred partner for drug discovery outsourcing Read More »
Prime Equity Outlook 2022
It’s a little difficult to be optimistic about the year ahead when news headlines and social media debates are all about Covid counts and the mysterious symptoms of Omicron (or is it Deltacron?). Indeed, as we write this, two-thirds of PrimeInvestor’s tiny team has also been struck down by Covid-ish symptoms.
Prime Equity Outlook 2022 Read More »
It is with mixed feelings that we write this first annual review of our Prime Stocks performance. When we flagged off stock recommendations as a new addition to our platform on January 14 2021, it was after a lot of internal debate on whether it was the right time to do this.
Prime Stocks performance review – 2021 Read More »
In our stock recommendations for 2021, our focus was on identifying companies that had the ability to steadily compound earnings over the medium to long term. Valuations were the other key factor against which we balanced earnings.
Prime Stocks 2021 review: How earnings shaped up & stock outlook Read More »
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
Full disclosures and disclaimers
Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
