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IPO Review: LIC IPO – 3 factors to consider before subscribing

Aarati Krishnan / Stocks, Categories, Premium, Research Reports / May 3, 2022

The Indian government, deciding to take its chances with market moods, has launched the long-awaited IPO of Life Insurance Corporation of India (LIC). This is entirely an offer for sale by the government to offload 3.5% of its holdings (2.21 crore shares) to the public, at an offer price band of Rs 902-949. LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LIC’s policyholders will get a Rs 60 discount.

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Prime Stock Recommendation : Investing in the business of risk

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / April 19, 2022

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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Cement Industry: 5 things to know before you choose a stock

Pavithra Jaivant / Research Reports, Categories, Markets, Premium, Stocks / April 10, 2022

India’s cement industry has always been a good proxy for the core economy, with steady volume growth and players enjoying considerable pricing power unlike other commodities. With cement industry leaders such as UltraTech Cement, Ambuja Cements, Dalmia Bharat and Birla Corporation correcting between 10% and 20% in the last 3 months, could there be an opportunity? We take a deep dive into the cement industry to assess its prospects.

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Prime Stock Recommendation: A play on urbanisation and premiumisation

N V Chandrachoodamani / Stocks, Categories, Premium / March 13, 2022

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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Muthoot and Manappuram – Explaining the valuation divergence

N V Chandrachoodamani / Stocks, Categories, Premium / February 24, 2022

As the top two players in the oldest lending business in India, gold lending NBFCs Muthoot and Manappuram Finance don’t require much introduction to investors. Unlike other lending operations, gold lending still requires the physical presence of the customer and therefore fin-tech challengers are yet to figure out a way to crack this lucrative business. The adoption of digital technologies in gold lending is restricted to bank transactions and sales origination.

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Prime Stock Recommendation: A power packed retail brand play

N V Chandrachoodamani / Stocks, Categories, Premium / February 13, 2022

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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Prime Stocks performance review – 2021

PrimeInvestor Research Team / Categories, Premium, Research Reports, Stocks / December 28, 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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Prime Stocks 2021 review: How earnings shaped up & stock outlook

PrimeInvestor Research Team / Stocks, Premium, Research Reports / December 28, 2021

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.

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Diagnostics sector review – is it a high growth sector to watch?

Pavithra Jaivant / Categories, Markets, Premium, Stocks / December 5, 2021

Here is a look at the diagnostics sector space, the key players, how they have weathered the Covid storm and, more importantly, where it could be headed.

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The planned split in the Godrej Group: What to expect

N V Chandrachoodamani / Categories, Premium, Stocks / November 30, 2021

One such reputed family-owned business empire in India has been the Godrej group, founded in 1897. Starting from “lock” manufacturing, the company diversified into soap manufacturing in 1928 (from vegetable oils) and then to animal feeds, real estate, processed foods and chemicals.

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Gateway Distriparks (GDL): A long haul on India’s trade and infrastructure

N V Chandrachoodamani / Categories, Premium, Stocks / November 21, 2021

Gateway Distriparks (GDL) is a prominent company in the logistics sector. What started off as a single container freight station (CFS) facility to serve containerized imports of paper rolls to India in 1994, post the economic reforms of 1991, transformed into a key logistics player in India’s export-import (EXIM) trade.

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IPO review: PB Fintech (Policybazaar) – Should you invest?

Vidya Bala / Categories, Premium, Stocks / October 31, 2021

At a time when the revenue models for many fintech startups are ambiguous, PB Fintech – the company that houses Policybazaar and Paisabazaar – stands out. It has a clear revenue model driven by scalability that will likely pave the path to profits!

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