Stocks
Prime Stocks update: Moving this biotech stock from BUY to a HOLD
Login required to read this article.
N V Chandrachoodamani
March 1, 2023
8 Comments
PrimeInvestor - Articles and Reports
Stocks
Prime Stock update: Prospects brighten for our small finance bank call
Login required to read this article.
N V Chandrachoodamani
February 19, 2023
4 Comments
Stocks
Prime Stocks update: How this EV player is placed now
Login required to read this article.
N V Chandrachoodamani
January 26, 2023
10 Comments
Stocks
Prime Stocks: An ER and R&D services company focusing on high-growth opportunities
This leader in engineering and R&D services is differentiated from other large IT players and is focused on high growth opportunities.
N V Chandrachoodamani
January 20, 2023
No Comments
Stocks
N V Chandrachoodamani
January 19, 2023
5 Comments
Markets
Prime Equity Outlook 2023
In our Prime Equity outlook in 2022 we said “We would expect any correction triggered by global rates to take the Nifty 50 down to the 12,500 to 15,000 range. In this range, investors should deploy cash and swoop in on buying opportunities rather than develop cold feet!”.
The equity market world over did see a correction in 2022 along these lines and as geo-political factors took hold. Indian markets too, experienced a rout in the first half of the year hitting close to our predicted range at 15,200 by mid-June.
Even so, India did a lot better than its emerging market peers. The Nifty 50 closed the year on a positive note, with a modest 4% return. Simply buying the Nifty 50 would have delivered a good 18% from June until December 2022. Our own stock picks delivered well in 2022, too.
But with global recession on the cards, still high Nifty 50 and a hostile rate scenario, can 2023 be better than 2022? For Indian markets, there are some key trends that we think can play out. We look at where the Nifty 50 could be headed, and where opportunities lie.
N V Chandrachoodamani
January 15, 2023
4 Comments
Bonds & Deposits
Prime Bond recommendation: A privately placed bond for high-risk investors
With better credit offtake and improving upgrades in credit rating, at PrimeInvestor, we think it may be time to selectively take calls on bonds that compensate well for the risk taken. In this report we cover one such privately placed bond.
N V Chandrachoodamani
December 25, 2022
3 Comments
Stocks
IPO Review: Should you take a sip of the Sula Vineyards IPO?
Sula Vineyards is launching an IPO worth Rs 960 crore, consisting solely of an offer for sale by investors including a 1% stake sale by the promoter. The offer for sale will result in approximately 32% of equity being sold by the selling shareholders with the promoter stake at ~28% post-issue. The issue opens on December 12 and closes on December 14. Shares are being offered at a price band of Rs.340-Rs.357 per share of face value Rs 2. This being an offer for sale, the company will not receive any funds from the issue.
N V Chandrachoodamani
December 11, 2022
4 Comments
Stocks
Are you looking for the next HDFC Bank?
There is no dearth of stock market stories about the next HDFC bank or the next Page Industries or the next Dixon Technologies. In the recent IPO boom, this comparison went to the next level – comparing Indian companies with global giants.
But this kind of chasing the next big multi bagger, has seldom yielded rich dividends for investors.
N V Chandrachoodamani
December 4, 2022
4 Comments
Stocks
Should you still bank on banking stocks? Earnings review and more
This earnings season, the standout performers come from the banking sector. While private banks led the revival in earlier quarters, this time around, performance is visible all round – across leading private banks to old private banks and PSU banks.
N V Chandrachoodamani
November 3, 2022
5 Comments
Stocks
How to time your entry into our stock recommendations
If you are a growth subscriber, you will have access to Prime Stocks – which is a list of stock recommendations. When stocks in the list move up in price and it is still in our buy list, many of you have problem identifying the buy price at which you should invest.
N V Chandrachoodamani
October 27, 2022
12 Comments
Stocks
GATI – aiming to be “ahead in reach” again
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….
N V Chandrachoodamani
October 20, 2022
5 Comments
