Stocks
Prime Stock recommendation: From Tonnage to Technology
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N V Chandrachoodamani
June 21, 2022
5 Comments
PrimeInvestor - Articles and Reports
Stocks
Prime Stock Recommendation: A cement maker in a sweet spot
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N V Chandrachoodamani
June 12, 2022
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Stocks
FMCG sector: Pressures mount on earnings and valuations
When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?
N V Chandrachoodamani
June 5, 2022
4 Comments
Stocks
Result update: 2 reasons why IT stocks are correcting and what to do
A year ago, when we did the result review of the IT stocks after the Q4FY21 earnings, the sector was moving to a new orbit on the back of robust growth prospects.
The Covid-19 pandemic increased the urgency of digital transformation for enterprises across the globe, and this paved the way for the IT sector to emerge as a strong growth story. Since we wrote about this last year, the sector has delivered stellar earnings performance during and post pandemic.
N V Chandrachoodamani
May 15, 2022
6 Comments
Stocks
Godrej Agrovet – what’s firing and what isn’t
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.
N V Chandrachoodamani
May 8, 2022
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Stocks
Prime Stock Recommendation : Investing in the business of risk
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N V Chandrachoodamani
April 19, 2022
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Stocks
A winning stock portfolio: It is all about getting these two things right
A winning stock portfolio has two particular hallmarks as practiced by the experts in the field. What are they and who to implement them? Chandrachoodamani analyses.
N V Chandrachoodamani
April 3, 2022
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Stocks
Auto Ancillaries: The EV disruption and how to pick winners now
The auto component or auto ancillaries space, though, features more listed opportunities. These companies supply critical components such as engines, transmission, axles, suspension, brakes, lighting, electronics and batteries to automobiles. It is a major manufacturing sector, accounting for 2.3% of GDP and employing 1.5 million people. Piggybacking on the fortunes of the auto industry and another way to play the space, the auto ancillary segment can offer opportunities. With over Rs. 4 lakh crore in market capitalisation, this sector has more companies in its fold to play the auto space.
N V Chandrachoodamani
March 22, 2022
8 Comments
Stocks
Prime Stock Recommendation: A play on urbanisation and premiumisation
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N V Chandrachoodamani
March 13, 2022
4 Comments
Stocks
Muthoot and Manappuram – Explaining the valuation divergence
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.
N V Chandrachoodamani
February 24, 2022
4 Comments
Stocks
Prime Stock Recommendation: A power packed retail brand play
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N V Chandrachoodamani
February 13, 2022
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N V Chandrachoodamani
February 1, 2022
6 Comments
