We are moving this Prime Stock to a HOLD and this report will explain why.
Prime Stock alert: Moving this healthcare play to a HOLD on swift up move Read More »
We think the time is right to partially sell your holdings of this API maker and hold the rest.
Book profits and HOLD stocks of this API maker Read More »
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
The HDFC-HDFC Bank merger impact Read More »
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.
Prime Stock update: This automation play may be in takeoff mode Read More »
With consumer companies having pulled through a period of demand slump, the worst appears to be behind. Signs of a recovery in rural demand can help broad-base the overall consumption improvement. This consumer company gets a strong foundation in its household brand names. But it has been evolving from building up its own health and
Prime Stock Recommendation: A consumer stock on a compounding journey Read More »
Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.
Prime Stock recommendation: A steady player in the challenging API business Read More »
With a return of over 50%, one of our stock recommendations – on a small finance bank – may now provide less entry opportunity for new investors even as existing investors can continue to hold it. Read to know what drove this small finance bank’s stock to current valuations and what prospects it still holds.
Prime Stock recommendation: Moving this small finance bank to a HOLD Read More »
The company is an auto ancillary player catering primarily to two wheeler components in the domestic market, which forms three-fourth of its total business.
Prime Stock Recommendation: Play the 2-wheeler recovery Read More »
It has been a rough ride for the Indian API industry in the past 2 years. A combination of factors including price erosion in US generics, destocking, demand fluctuation, elevated raw material costs and freight costs have hit the margins of many API plays including market favourites such as Divi’s, Laurus and Aarti Drugs. Their growth has also remained at low single digits in this period.
Still, if a company has managed to remain resilient in this period and yet corrected to valuations that make it attractive, it deserves to be noticed.
Prime Stock Recommendation: An R&D focused company in the API space Read More »
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.
Stock alert: Narratives and numbers – what to do with Infosys? Read More »
Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. What’s more – no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.
Prime Stock recommendation: A pharma stock available at a bargain Read More »
When markets make merry, many stocks have seemingly compelling stories even for entering at peak valuation. And the market is fine with stretched valuations to accommodate such stories. In other words, every market-favoured stock appears to scream – buy me at any price.
But when challenges emerge, the same market starts reacting so sharply that investors who bought into the story midway start making losses. Yes, there isn’t a bigger disaster for stock market investors than earnings and PE multiples contracting together.
Entering a stock at peak valuation? – 5 questions to ask 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.
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Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
