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PrimeInvestor Research Team
August 1, 2021
7 Comments
PrimeInvestor - Articles and Reports
Stocks
Risk premium – What it is and how it helps you set return expectations
In this article, we’ll explore where risk premiums come from in debt and equity. This is important because risk premiums are not fixed and change with time. So, if you base your return expectations wrong, you may wind up with a different corpus that you originally planned to.
Vidya Bala
July 29, 2021
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Insurance
What’s your return from LIC New Jeevan Anand policy?
The most popular of such endowment policies is a policy called the “LIC New Jeevan Anand”. It makes a simple, attractive proposition to its policyholders – pay a premium for ‘n’ number of years and get a fixed sum assured PLUS bonus at the end of this period. AND, when the policyholder dies post this period, the family will get the sum assured again. You benefit when you live and your family benefits when, eventually, you die!
Bipin Ramachandran
July 28, 2021
27 Comments
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IPO Review: Glenmark Life Sciences – Should you invest?
Glenmark Life Sciences (GLS) is a generic API (Active Pharmaceutical Ingredients) manufacturer and a subsidiary of Glenmark Pharmaceuticals. The Glenmark Life Sciences IPO is worth Rs. 1,514 crore, comprising fresh issue of Rs.1,060 crore and an offer for sale worth Rs.454 crore by Glenmark Pharmaceuticals. Should you invest in the IPO of this high-value, non-commoditized API player?
N V Chandrachoodamani
July 26, 2021
13 Comments
Prime Stocks: An update on a recommendation
When a stock recomendation we give runs up sharply, what should be your course of action? Should you exit or should you hold or should
PrimeInvestor Research Team
July 26, 2021
13 Comments
Stocks
How to evaluate banking and finance stocks
There are certain characteristics which make evaluating banking and finance stocks different from others which produce goods and services. Money cannot be lent to someone unless there is an inflow by way of capital or debt. Since it is not practical to lend only from capital, borrowing (or leverage) is the sustaining food for this business. Naturally in using this leverage, there are good and bad apples.
R Balakrishnan
July 25, 2021
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Insurance
How much health insurance do you need?
Recent reports suggest that as many as 35% of health insurance buyers in recent times – mainly in their 30s and 40s – are buying Rs 1 crore health insurance plans, against just 5% who used to buy them earlier.
Aarati Krishnan
July 22, 2021
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Markets
Can the rally continue in the mid-and-smallcap index?
While the benchmark Nifty 50 index has been confined to a broad trading range, the broader markets or the mid-cap and small-cap universe has been buzzing with action. Let us take a closer look at the current trend and the near-term outlook for the Nifty MidSmallcap 400 Index. We have covered this index in an earlier article, and we take a relook now.
B Krishnakumar
July 20, 2021
8 Comments
General
Quarterly MF review – trends and changes
In the first of our updates in this review cycle, we explained the changes we have made to Prime Funds, our recommended fund list. In this second update, we thought to cover two different aspects: one, changes we made to our MF Review Tool, in the way we call out our recommendations. Two, trends we have observed unfolding over the past couple of quarters that we’re keeping a watch on.
PrimeInvestor Research Team
July 18, 2021
4 Comments
Research Reports
Quarterly review – changes in Prime Funds, our mutual fund recommendations
We are living in strange times. No, I am not talking of Covid-19. Your one-year returns of equity funds (across categories), at an average 31% between January to March 22, 2021, zoomed to an average 69% since March 23, 2021. In other words, 1-year returns suddenly doubled from March 23, 2021. If you recall, March 23 2020 was a market low. So, 1-year returns from March 23, 2021, have started looking abnormally high.
PrimeInvestor Research Team
July 15, 2021
28 Comments
Premium
Stock Review : Amara Raja Batteries – A fancied stock that has lost speed
Amara Raja Batteries Limited (ARBL) is the second largest storage battery manufacturer in India by revenue. The organised sector is a duopoly structure with two major players, ARBL and Exide Industries.
Anush Raj P
July 13, 2021
6 Comments
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IPO Review : Zomato IPO – Invest or avoid?
If there’s talk in the stock markets today, it’s devoted to the upcoming Zomato IPO, which aims to mop up Rs 9,375 crore. Unlike the crop of recent private equity investor backed companies doing IPOs, this isn’t primarily an offer for sale. Zomato gets a whopping Rs 9,000 crore to deploy into its business mainly through a fresh issue of shares. Only one investor, Info Edge, will offload a Rs 375 crore stake. At the upper end of the price band of Rs 72-76, the post-offer market cap of listed Zomato will be around Rs 60,000 crore.
Bhavana Acharya
July 11, 2021
11 Comments
