Prime Stock alert: Moving this healthcare play to a HOLD on swift up move
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 ยป
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 ยป
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 ยป
In part one of this four-part series we talk about examples of wrong entry into stocks with rich valuations and how to avoid them
Big losses in the stock market: 5 mistakes to avoid โ Part 1 (Rich valuations) Read More ยป
The second of this four-part series will talk about how you can lose wealth when you entry timing goes wrong in cyclical businesses.
Big losses in the stock market: 5 mistakes to avoid -Part 2 (Cyclical businesses) Read More ยป
The third of this four-part series talks about how every bull market hides low quality businesses and how you can stay clear of such companies.
Big losses in the stock market: 5 mistakes to avoid – Part 3 (Low quality businesses) Read More ยป
In this final part of this four-part series we discuss how many promising turnaround stories never say the light of day in the stock market and also talk about the perils of placing too much faith in dividend earners that show no potential for growth.
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
The HDFC-HDFC Bank merger impact Read More ยป
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.ย
Prime Stock update: This automation play may be in takeoff modeย Read More ยป
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 ยป
The demerger of Piramal Enterprises (PEL) was a long awaited one in the market. With sizable businesses in both financial services and pharmaceuticals, the demerger aroused significant interest among investors from a value creation point of view. But the combined value of financial services and pharmaceutical businesses took considerable hit post demerger and gave a
Piramal Enterprises demerger: Wrong math or a mispriced opportunity? Read More ยป
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 ยป
With a return of over 50%, one of our stock recommendations โ on a small finance bank โ 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 bankโs stock to current valuations and what prospects it still holds.
Prime Stock recommendation: Moving this small finance bank to a HOLD Read More ยป