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Wednesday, December 30, 2020
Indias economic recovery from the Covid lows has been quicker than expected and has come as a pleasant surprise for the markets. While India’s recovery from the pandemic lows was slow to begin, we have witnessed a strong acceleration in economic activities over the past few months due to reopening of the economy and festive …
Monday, September 14, 2020
As per our calculations multi-cap funds have a total AUM of `1,46,500 crore with almost 74% of AUM being allocated to large caps while allocation to mid and small caps are 16.5% and 6.2% respectively. If the SEBI recommendations are implement then there could be shift of `40,650 crore from large caps to mid and …
Saturday, September 5, 2020
Expectations of further improvement in economic activities along with the possibility of a vaccine sometimes by end of 2020 or early 2021 has led to the rally becoming more broad based recently. While we see continued momentum in sectors with strong revenue visibility like IT, Pharma and Telecom, beaten down sectors like aviation, hotels and …
Tuesday, June 2, 2020
The Ministry for Home Affairs (MHA) announced further relaxations in restrictions on the 30th of May 2020. As a result we expect that restrictions will be lifted significantly in most parts of the country which should lead to increased economic activity from June onwards. Markets have reacted positively to the Government’s announcement on unlock …
Thursday, May 28, 2020
Mindtree Ltd is an international information technology consulting and implementation company that delivers business solutions through global software development. It is virtually a debt free company and has been maintaining a healthy average dividend payout of 30%.It delivered an RoE of 25.1% and is trading at valuation PE 23.6x of TTM earnings. Hence BUY.
Tuesday, May 26, 2020
Monetary Policy Committee (MPC), in it’s bi monthly MPC meeting reduced Repo rate & Reverse Repo rate by 40bps to 4% & 3.35%, respectively, and maintained an accommodative stance.
Friday, May 22, 2020
Indraprastha Gas Limited (IGL), processes and distributes CNG and LPG. It has reported a topline growth of 8.1% CAGR and bottomline of 15.5% CAGR over FY2015-19.IGL’s return on capital employed (ROCE) is 31.7% for FY19, pays an average dividend of 20% and is available at 6.3x of book value. Hence Buy.
Thursday, May 21, 2020
Petronet LNG Limited (PLL) is engaged in sale of re-gasified liquefied natural gas (RLNG). The company has been improving its revenues I n the last 3 years. PLL has been maintaining average dividend payout of average 20%.The company has a ROE of 21.8% and it is currently trading at a valuation P/Bv of 3x of …
Monday, May 18, 2020
Size of economic stimulus announced is below market expectations The Finance minister has announced an economic stimulus package of Rs.11 lakh cr. between the 13th and the 17th of Mar’20. Including various measures announced by the RBI & government earlier total size of the economic package works out to Rs.21 lakh cr. Markets have however …
Friday, May 15, 2020
Focus on agriculture and MSME sector along expected lines The Finance minister has announced the first two tranches of the second part of the ` 20 lakh cr. economic package. The focus of the economic package so far has been on ensuring credit flow to essential sectors like agriculture, MSME and Power in order to …
Saturday, April 11, 2020
Friday, March 6, 2020
Johnson Contls-Hitachi Air Conditioning India is engaged in the business of manufacturing, selling and trading of Hitachi brand of Air conditioners, refrigerators, chillers and VRF (variable refrigerant flow) systems. It is one of the market leaders in the RAC segment with 12% share and has been in India for more than 30 years.On the financial …

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