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 »
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 »
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.
Prime Stock update: This automation play may be in takeoff mode Read More »
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 »
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 »
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 »
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.
Prime Stock recommendation: Moving this small finance bank to a HOLD Read More »
The company is an auto ancillary player catering primarily to two wheeler components in the domestic market, which forms three-fourth of its total business.
Prime Stock Recommendation: Play the 2-wheeler recovery Read More »
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 »
Around this time last year, we had analysed the FMCG sector’s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.
FMCG sector: At the crossroads Read More »
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.
Prime Stock Recommendation: An R&D focused company in the API space Read More »
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