stock review Archives - Page 2 of 4

Stock review : An under-researched, niche, small-cap play

Vidya Bala / Stocks, Categories, Premium, Research Reports / November 24, 2022

A lot goes into making that piece of gold jewellery you see at your jewellers’. Or even the copper that goes into your two-and four-wheelers. The first step starts with mining these metal and mineral ores. The next is to crush the ore lumps into desired sizes and processing them in mills to extract the metal or mineral. This involves a lot of machinery such as crushers, screens and other mineral processing equipment. In mill equipment, there’s a critical component that protects the equipment to ensure longer life, reduce noise as well as downtime, and improve safety.

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GATI – aiming to be “ahead in reach” again

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / October 20, 2022

GATI is one of the oldest players in the domestic express logistics space with nearly 3 decades of existence. GATI was originally part of the assets of TCI (Transport Corporation of India), which was split between Mahendra Agarwal and his three brothers in 1998….

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US recession and IT sector slowdown – impact on our stock pick

Vidya Bala / Stocks, Categories, Markets, Premium, Research Reports / September 27, 2022

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our ‘buy’ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

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Affordable housing finance companies (AHFC): Small caps with big valuations

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / September 18, 2022

While we generally look at lenders by their book size (advances) and network, the market has a different take when it comes to valuation and that has a significant impact on shareholder returns. AHFCs have become the market darlings in recent times over their conventional, broad based home lending counterparts, as reflected in their market valuations. So, what makes AHFCs market favourites?

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Prime stock recommendation: A consumer durables play gearing for a comeback

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / September 5, 2022

Consumer durables, a key consumer category, bore the brunt of Covid as companies lost two business seasons in FY21 and FY22 to lockdowns and supply disruptions. As demand took a hit, the sector lost its sheen, especially white goods and small appliances, leaving investors disappointed over the last 2 years amid a soaring market.

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Prime Stock recommendation: From Tonnage to Technology

N V Chandrachoodamani / Stocks, Categories, Premium / June 21, 2022

In India too, industrial sector stocks have been doing much better in the recent past despite a sharp market correction, on the hope of an investment-led growth. We are picking up a major player from the industrial space that has its share of business from the US market as well, while transforming itself to a products and technology player.

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Adani and Holcim cement the deal – now what?

Pavithra Jaivant / Stocks, Categories, Premium, Research Reports / May 22, 2022

Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.

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Godrej Agrovet – what’s firing and what isn’t

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / May 8, 2022

Godrej Agrovet is a conglomerate with businesses spread across the agriculture and protein supply chain. It is in animal feeds, palm oil extraction, agrochemicals, dairy and frozen foods. The business has commoditised parts, seasonal parts and valued added parts.

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IPO Review: LIC IPO – 3 factors to consider before subscribing

Aarati Krishnan / Stocks, Categories, Premium, Research Reports / May 3, 2022

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

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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 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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stock review

Stock review : An under-researched, niche, small-cap play

GATI – aiming to be “ahead in reach” again

US recession and IT sector slowdown – impact on our stock pick

Affordable housing finance companies (AHFC): Small caps with big valuations

Prime stock recommendation: A consumer durables play gearing for a comeback

Prime Stock recommendation: From Tonnage to Technology

Adani and Holcim cement the deal – now what?

Godrej Agrovet – what’s firing and what isn’t

IPO Review: LIC IPO – 3 factors to consider before subscribing

Prime Stock Recommendation : Investing in the business of risk

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

Prime Stock Recommendation: A play on urbanisation and premiumisation

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