Stocks Archives - Page 9 of 23

Prime stock recommendation - moving this small finance bank to a HOLD

Stocks

Prime Stock recommendation: Moving this small finance bank to a HOLD

With a return of over 50%, one of our stock recommendations – on a small finance bank – may now provide less entry opportunity for new investors even as existing investors can continue to hold it. Read to know what drove this small finance bank’s stock to current valuations and what prospects it still holds.

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N V Chandrachoodamani May 31, 2023 No Comments

Prime stock recommendation - play the 2 wheeler recovery

Stocks

Prime Stock Recommendation: Play the 2-wheeler recovery

The company is an auto ancillary player catering primarily to two wheeler components in the domestic market, which forms three-fourth of its total business.

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N V Chandrachoodamani May 28, 2023 No Comments

6 investment styles – which one suits you?

Stocks

6 investment styles – which one suits you?

Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.

Aarati Krishnan May 25, 2023 13 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

The many facets of front-running and insider trading

Markets

The many facets of front-running and insider trading

SEBI (Securities Exchange Board of India) has levelled charges of front-running against two big institutions that may Indians are invested with – LIC and Axis Mutual Fund. Front running and its close cousin – insider trading – were quite widely prevalent in the days of yore, before SEBI drafted elaborate regulations to keep such practices at bay. But what do today’s investors need to know about these malpractices? Here’s an explainer.

R Balakrishnan May 11, 2023 1 Comment

Prime stock recommendation - an R&D focused company in the API space

Stocks

Prime Stock Recommendation: An R&D focused company in the API space

It has been a rough ride for the Indian API industry in the past 2 years. A combination of factors including price erosion in US generics, destocking, demand fluctuation, elevated raw material costs and freight costs have hit the margins of many API plays including market favourites such as Divi’s, Laurus and Aarti Drugs. Their growth has also remained at low single digits in this period.
Still, if a company has managed to remain resilient in this period and yet corrected to valuations that make it attractive, it deserves to be noticed.

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N V Chandrachoodamani May 7, 2023 No 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

Stock alert: Narratives and numbers - what to do with Infosys?

Stocks

Stock alert: Narratives and numbers – what to do with Infosys?

A 14% fall in INFOSYS (INFY) in just a week is not something that you expect, especially when the index itself fell under 1% over the same period. But then, when markets are disappointed, they don’t cry, they rage.

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Vidya Bala April 20, 2023 No Comments

Prime Stock Recommendation - A pharma stock available at a bargain

Stocks

Prime Stock recommendation: A pharma stock available at a bargain

Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. What’s more – no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.

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Pavithra Jaivant April 16, 2023 No Comments

Entering a stock at peak valuation - 5 questions to ask

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

Why banking is a fragile business

The recent furore surrounding the failure of Silicon Valley Bank in the US has exposed that while banking is a favourite sector with stock market investors, the fragility of the banking business is far from well-understood. Banks are held up as the engines of economic growth. Whichever sector grows, the banking sector ultimately gains. Banks are also accorded a higher valuation than most sectors during bull phases. In good times, banks made up a 40% plus weight in our leading stock market indices.

R Balakrishnan April 2, 2023 6 Comments

Prime stock: An averaging call on this fashion player

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 No Comments

PrimeInvestor - Articles and Reports

Prime Stock recommendation: Moving this small finance bank to a HOLD

Prime Stock Recommendation: Play the 2-wheeler recovery

6 investment styles – which one suits you?

FMCG sector: At the crossroads

The many facets of front-running and insider trading

Prime Stock Recommendation: An R&D focused company in the API space

Mankind Pharma IPO: Invest or avoid?

Stock alert: Narratives and numbers – what to do with Infosys?

Prime Stock recommendation: A pharma stock available at a bargain

Entering a stock at peak valuation? – 5 questions to ask

Why banking is a fragile business

Prime Stock: An averaging call on this fashion player

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