PGinvIT – a worthy investment option?
Should you consider this InvIT built on power transmission assets?
PGinvIT – a worthy investment option? Read More »
Should you consider this InvIT built on power transmission assets?
PGinvIT – a worthy investment option? Read More »
A deep dive into an Indian company that operates across multiple segments within the EMS industry which is also making inroads into the semi-conductor ecosystem!
Prime Stock Review: Looking for a place in India’s chip run Read More »
The country’s largest electric two wheeler (e2W) player Ola Electric is going for the biggest initial public offering (IPO) of the year, so far, aiming to raise Rs 6,146 crore. While the scale that this EV player is looking at is mind boggling, is its path to profitability without hurdles? Here’s a discussion that Vidya
Ola Electric IPO: Is it investment worthy? Read More »
A deep dive into this electricals player that rallied post its Q4 results. Is it a sign of good times ahead?
Prime Stock Review – Are prospects getting brighter for this electricals player? Read More »
A deep dive into VIP Industries, its strengths, what’s holding back and an analysis of whether it can change things!
Prime Review – Can VIP Industries shed the baggage that is weighing it down? Read More »
The Tata Technologies IPO comes almost 2 decades after the earlier IPO from the Tata group. In this report, you will find out if you should invest in this IPO.
Tata Technologies IPO: Should you invest? Read More »
Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.
Mankind Pharma IPO: Invest or avoid? Read More »
Recent instances of countries rationing food supplies on import disruptions and grappling with hyper-inflation, have prompted governments the world over to refocus on food security. With limited supply of arable land and water, the key to achieving food security lies in improving crop yields. In India, there’s a crying need to improve yields not only to secure food supplies for the domestic population, but also to cater to global export opportunities for farm products, that are at an inflection point. Companies engaged in crop protection, fertilizer and hybrid seeds are positioned to make the most of these tailwinds.
But if you’re an Indian investor looking to make a long-term bet on this theme, your options aren’t very many. There are about 20 listed companies in the fertilizer space. But the sector makes for a poor investment because of whimsical government policies that hamper growth and profitability. Listed crop protection and seed companies offer superior options. Listed agrochem players offer choices from micro to large players, with differing business models that focus on generic agrochemicals, interm
Prime Stock recommendation: A promising play on food security Read More »
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.
Prime stock update: Are we still sweet on this sugar maker? Read More »
In April 2022, we had issued a buy recommendation on a general insurance player, as both the industry and the company itself were emerging from the Covid-driven impact and were poised for growth. Since then, however, the insurance sector has lost market favour as growth has not panned out as expected.
Prime stocks update: An exit call on an insurance stock Read More »
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.
Prime Stock update: Prospects brighten for our small finance bank call Read More »
The Adani saga (still continuing, I guess) brings forth the issue of governance, management quality, and other qualitative factors that many investors consider as essential check boxes. During the time I spent in CRISIL, ‘management quality’ would set a cap on ratings. But what is ‘management quality’?
Governance: 8 checks to assess management quality Read More »
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