stocks Archives - Page 14 of 17

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 Analysis: Impact of HDFC Merger & our recommendation

Aarati Krishnan / Stocks, General, Premium, Research Reports / April 5, 2022

When good quality businesses get beaten down in the markets, unexpected corporate actions and events sometimes act as a trigger to their re-rating. Is the HDFC merger with HDFC Bank a positive?

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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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3 Prime Stocks to average now

PrimeInvestor Research Team / Stocks, Categories, Premium / March 10, 2022

The equity markets have been losing strength and seeing steady correction albeit with temporary rebounds. We thought this was a good time to revisit our stock recommendations, Prime Stocks, and see if you can have averaging opportunities in them.

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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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LIC IPO – the elephant makes an entry

R Balakrishnan / Stocks, Categories, Markets, Premium / February 20, 2022

On the LIC IPO, a lot is at stake. Rules have been bent, timelines collapsed and all the corners cut to meet deadlines and valuation numbers. The secondary market price is extremely critical for the government as it will decide the annual dilution of five percent that is likely to happen, to reduce the government ownership to seventy five percent over five years. So, for those who are worried about the price now, there is hope.

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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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Important Update: Change in our stock recommendation

N V Chandrachoodamani / Stocks, Premium / February 1, 2022

We are moving this stock from a Buy to a Hold until we receive clarity on the funding plan and capex timeline. That means, those who have already invested in the stock may continue to hold, but avoid additional investments.

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Prime Stock recommendation : A preferred partner for drug discovery outsourcing

N V Chandrachoodamani / Categories, Premium, Stocks / January 25, 2022

The company we have recommended is assisting global bio-pharmaceutical companies in the end-to-end process of drug discovery to manufacturing. There is an increasing trend within the global life sciences industry to partner with integrated contract research organisations that can provide customised and end-to-end solutions to both large conglomerates to young startup biotechs.

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Interest rates: Should you move out of equities?

R Balakrishnan / Categories, Bonds & Deposits, General, Markets, Stocks / January 23, 2022

Long-standing warnings by market gurus about the imminent popping of the stock market bubble seemed to come good, with interest rates for US treasuries spiking up sharply and triggering a fairly sharp correction in stock prices across the world. But why should stocks fall if interest rates rise and will such a rate hike impact India?

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Prime Equity Outlook 2022

Aarati Krishnan / Categories, Premium, Research Reports, Stocks / January 11, 2022

Prime Equity Outlook 2022
It’s a little difficult to be optimistic about the year ahead when news headlines and social media debates are all about Covid counts and the mysterious symptoms of Omicron (or is it Deltacron?). Indeed, as we write this, two-thirds of PrimeInvestor’s tiny team has also been struck down by Covid-ish symptoms.

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