stock review

IPO Review: LIC IPO โ€“ 3 factors to consider before subscribing

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.ย  LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LICโ€™s policyholders will get a Rs 60 discount.ย 

IPO Review: LIC IPO โ€“ 3 factors to consider before subscribing Read More ยป

Prime Stock Recommendation : Investing in the business of risk

A few weeks ago, Warren Buffettโ€™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.ย  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.ย 

Premium article available only to subscribers.

Prime Stock Recommendation : Investing in the business of risk Read More ยป

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

Indiaโ€™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.

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

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.ย ย 

Premium article available only to subscribers.

Prime Stock Recommendation: A play on urbanisation and premiumisation Read More ยป

Muthoot and Manappuram โ€“ Explaining the valuation divergence

As the top two players in the oldest lending business in India, gold lending NBFCs Muthoot and Manappuram Finance donโ€™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.

Muthoot and Manappuram โ€“ Explaining the valuation divergence Read More ยป

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.

Premium article available only to subscribers.

Prime Stock Recommendation: A power packed retail brand play Read More ยป

Gateway Distriparks (GDL): A long haul on Indiaโ€™s trade and infrastructure

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 Indiaโ€™s export-import (EXIM) trade.

Gateway Distriparks (GDL): A long haul on Indiaโ€™s trade and infrastructure Read More ยป

Login to your account
OR

Become a PrimeInvestor!

Get stock & mutual fund recommendations

or
Have an account?
Login To Your Account
OR
Donโ€™t have an account ? Register for free