business of risk
Stocks
N V Chandrachoodamani

Prime Stock Recommendation : Investing in the business of risk

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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financial space disruptor
Categories
N V Chandrachoodamani

Prime Stock Recommendation: A financial space disruptor

India’s credit growth remains in single digits even as the economy is recovering from the pandemic. This poor credit growth comes on the back of prime borrowers migrating to bond markets and retail depositors and borrowers finding fintech alternatives attractive. These are but some indicators that India’s universal banks are set to face considerable disruption going forward.

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A unique capital goods play
Categories
Vidya Bala

Prime Stock Recommendation: A unique capital goods play

If you screen for this stock under the capital goods sector in any screener, chances are that you will miss it. Because it is not your regular capital goods company. Some databases classify it under ‘consumer durables’, while others called it a ‘computer and electronic manufacturer’. This company is none of these entirely but still some of these. But this outlier stock is a worthy one in the capital goods space. Here’s why.

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A lesser-known niche bio-tech player
Categories
N V Chandrachoodamani

Prime Stock Recommendation : A lesser-known niche bio-tech player

Specialty chemicals and API makers are the flavour of the season. Here is a lesser-known niche bio-tech player in the enzymes and probiotics space that is worth looking at. The world is becoming increasingly aware of the harmful effects of chemicals on health. Natural alternatives to boost the immune system are gaining traction…

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different commodity play
Categories
PrimeInvestor Research Team

Stock Recommendation: A different commodity play

Sugar stocks have been fired up lately on expectations that the industry is set to turn a corner. While the sector has seen many false dawns on reform hopes in the past, the changes we are seeing this time around could turn out to be the real deal.

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Stock Recommendation : An engine maker with EV aspirations
Categories
N V Chandrachoodamani

Stock Recommendation : An engine maker with EV aspirations

Mobility powered by electricity is fast becoming a reality. And one space that is expected to see accelerated adoption of electric vehicles is the basic commuter space, made up of 2- wheelers, particularly scooters. Scooters are mostly used for short commutes, their electric versions have a more affordable purchase price after FAME II (Faster Adoption and Manufacturing of EV) subsidy and they have lower running costs than petrol scooters. With almost 40 lakh scooters sold in India in a year, annual sales of 40,000 units for high-speed EV scooters look small. There is scope for faster adoption driven by basic commuting, e-commerce, and low speed mobility needs.

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a consolidation play in the commodity space
Categories
N V Chandrachoodamani

Stock recommendation: A consolidation play in the commodity space

Last month, we reviewed a lesser-known a consolidation play in the commodity space play as a story fitting a ‘special situations’ theme. We now issue a ‘buy’ call on this stock and recommend accumulating the stock in phases, preferably adding on dips, if opportunities arise.

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wealth generating company
Stocks
N V Chandrachoodamani

Stock Recommendation : Own many great businesses through this one stock

In bull markets, expensive valuations often make it necessary for investors to look for offbeat opportunities to acquire a wealth generating company. The investment arms of leading promoter groups in India offer such opportunities to buy sound companies, at a discount to prevailing valuations.

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Stocks
Bhavana Acharya

Stock recommendation: A dividend play on consumer demand recovery

Stocks and sectors that are likely to take an immediate hit to revenue and profits have slipped more than others. But many among these have medium to long-term growth drivers in place, and are strong enough to weather near-term impact to profitability.

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agri-theme stock
Stocks
Aarati Krishnan

Stock Recommendation: An attractive earnings compounder

For investors seeking to play the agri-theme in India, the fertiliser industry must surely rank as the least attractive, with the government controlling selling prices of the end-product at artificially low levels (even in ‘decontrolled’ fertilisers), production losses met by Central subsidies, high import dependence for raw materials and the vagaries of the monsoon deciding sales.

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Stocks
Vidya Bala

Stock recommendation: Stock to ride the IT transformation

The COVID-19 pandemic has increased the urgency of digital transformation for enterprises across the globe. And this has positioned the IT sector well to catapult growth over the next 2-3 years. This is our preferred IT stock pick.

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