Stocks
Prime Stock Recommendation: A consumer stock on a compounding journey
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N V Chandrachoodamani
June 22, 2023
4 Comments
PrimeInvestor - Articles and Reports
Stocks
Piramal Enterprises demerger: Wrong math or a mispriced opportunity?
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
N V Chandrachoodamani
June 15, 2023
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Stocks
Prime Stock recommendation: Moving this small finance bank to a HOLD
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N V Chandrachoodamani
May 31, 2023
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Stocks
Prime Stock Recommendation: Play the 2-wheeler recovery
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N V Chandrachoodamani
May 28, 2023
12 Comments
Markets
FMCG sector: At the crossroads
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.
N V Chandrachoodamani
May 16, 2023
5 Comments
Stocks
Prime Stock Recommendation: An R&D focused company in the API space
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N V Chandrachoodamani
May 7, 2023
4 Comments
Stocks
Mankind Pharma IPO: Invest or avoid?
Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.
N V Chandrachoodamani
April 24, 2023
2 Comments
Stocks
Entering a stock at peak valuation? – 5 questions to ask
When markets make merry, many stocks have seemingly compelling stories even for entering at peak valuation. And the market is fine with stretched valuations to accommodate such stories. In other words, every market-favoured stock appears to scream – buy me at any price.
But when challenges emerge, the same market starts reacting so sharply that investors who bought into the story midway start making losses. Yes, there isn’t a bigger disaster for stock market investors than earnings and PE multiples contracting together.
N V Chandrachoodamani
April 11, 2023
5 Comments
Stocks
Prime Stock: An averaging call on this fashion player
In February last year, we had issued a buy call on the stock of a premier fashion player housing a vast number of national brands. The steps this company had taken to expand its offering range, a return of focus on margins, and the consumption promise all propelled the call. the stock rallied handsomely as well, post our call.
However, owing to two factors, the stock has since given up nearly 40% from its high and is currently about 25% below our original call price.
N V Chandrachoodamani
March 28, 2023
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Stocks
Prime Stock alert: Shifting this auto stock from HOLD to BUY
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N V Chandrachoodamani
March 28, 2023
2 Comments
Stocks
How to pick stocks in 2023
When we published our equity market outlook for 2023, we had mentioned where pockets of opportunity could be found. The correction the market is going through provides fertile grounds for stock picking. So here, we tell you how to pick stocks in 2023, in those pockets that we had noted. We do this using our Stock Screener.
N V Chandrachoodamani
March 19, 2023
1 Comment
Stocks
Prime stocks update: An exit call on an insurance stock
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N V Chandrachoodamani
March 1, 2023
4 Comments
