Prime Stock Recommendation: A cement maker in a sweet spot
A tactical call to play the cement recovery.
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Stock update: Results analysis on our niche capital goods pick
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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Prime Stock Recommendation : Investing in the business of risk
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.
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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?
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Important update: Change in our stock recommendation
This is an update on a stock that is in our Buy list, owing to recent developments.
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Prime Stock Recommendation: A play on urbanisation and premiumisation
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.
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3 Prime Stocks to average now
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.
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Prime Stock Recommendation: A power packed retail brand play
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.
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Important Update: Change in our stock recommendation
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.
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Prime Stock recommendation : A preferred partner for drug discovery outsourcing
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.
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Prime Equity Outlook 2022
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.
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Prime Stocks performance review – 2021
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.
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