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Piramal Enterprises demerger: Wrong math or a mispriced opportunity?

/ Stocks, Categories, Premium /

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 »

Prime Stock recommendation: A steady player in the challenging API business

/ Stocks, Categories, Premium /

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.

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Prime Stock recommendation: A steady player in the challenging API business Read More »

Prime Stock recommendation: Moving this small finance bank to a HOLD

/ Stocks, Categories /

With a return of over 50%, one of our stock recommendations – on a small finance bank – 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 bank’s stock to current valuations and what prospects it still holds.

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Prime Stock recommendation: Moving this small finance bank to a HOLD Read More »

6 investment styles – which one suits you?

/ Stocks, Categories, General, Investment basics, Mutual funds & ETFs, Strategies /

Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones. 

6 investment styles – which one suits you? Read More »

Prime Stock Recommendation: An R&D focused company in the API space

/ Stocks, Categories, Premium, Research Reports /

It has been a rough ride for the Indian API industry in the past 2 years. A combination of factors including price erosion in US generics, destocking, demand fluctuation, elevated raw material costs and freight costs have hit the margins of many API plays including market favourites such as Divi’s, Laurus and Aarti Drugs. Their growth has also remained at low single digits in this period.
Still, if a company has managed to remain resilient in this period and yet corrected to valuations that make it attractive, it deserves to be noticed.

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Prime Stock Recommendation: An R&D focused company in the API space Read More »

Prime Stock recommendation: A pharma stock available at a bargain

/ Stocks, Categories, Premium /

Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. What’s more – no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.

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Prime Stock recommendation: A pharma stock available at a bargain Read More »

Entering a stock at peak valuation? – 5 questions to ask

/ Stocks, Categories, Markets /

When markets make merry, many stocks have seemingly compelling stories even for entering at peak valuation. And the market is fine with stretched valuations to accommodate such stories. In other words, every market-favoured stock appears to scream – buy me at any price.

But when challenges emerge, the same market starts reacting so sharply that investors who bought into the story midway start making losses. Yes, there isn’t a bigger disaster for stock market investors than earnings and PE multiples contracting together.

Entering a stock at peak valuation? – 5 questions to ask Read More »

Why banking is a fragile business

/ Stocks, Bonds & Deposits, Categories, Markets /

The recent furore surrounding the failure of Silicon Valley Bank in the US has exposed that while banking is a favourite sector with stock market investors, the fragility of the banking business is far from well-understood. Banks are held up as the engines of economic growth. Whichever sector grows, the banking sector ultimately gains. Banks are also accorded a higher valuation than most sectors during bull phases. In good times, banks made up a 40% plus weight in our leading stock market indices.

Why banking is a fragile business Read More »

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