Consumer durables bore the brunt of Covid-induced lockdowns. However, with input prices cooling off & improvements in the demand scenario, we think you can play the revival in the sector with this Prime stock.
A BUY call on this consumer durables maker to play on the sector’s revival Read More »
The stock has corrected 15% since our recommendation. We initiated our call just a day before the Q4FY22 results when the industry scenario was getting significantly better for the General Insurance companies post Covid.
Prime Stock recommendation: An averaging call Read More »
This stock had corrected 30% since our recommendation. We initiated our call after the Q1FY22 results, in September 2021. You can consider averaging the stock now (Rs 267.5 at the time of this call). We explain the rationale below.
Prime Stock recommendation: An averaging call Read More »
In India too, industrial sector stocks have been doing much better in the recent past despite a sharp market correction, on the hope of an investment-led growth. We are picking up a major player from the industrial space that has its share of business from the US market as well, while transforming itself to a products and technology player.
Prime Stock recommendation: From Tonnage to Technology Read More »
A tactical call to play the cement recovery.
Prime Stock Recommendation: A cement maker in a sweet spot Read More »
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 »
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