Results update 2 – for quarter ending June 2023
Results update for 5 of our Prime Stocks
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prime stocks
Prime Stock Recommendation: An affordable housing finance stock at affordable valuation
Consolidation and correction have made stocks of affordable housing finance companies attractive and this is our pick in the space.
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Results update 1 – for quarter ending June 2023
results update for 5 of our Prime Stocks
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Results update 1 – for quarter ending June 2023 Read More »
Prime Stock alert: Moving this tonnage stock to a HOLD
We are moving an industrial sector stock that we recommended in June 2022, to a HOLD.
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Prime Stock alert: Moving this healthcare play to a HOLD on swift up move
We are moving this Prime Stock to a HOLD and this report will explain why.
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Book profits and HOLD stocks of this API maker
We think the time is right to partially sell your holdings of this API maker and hold the rest.
Book profits and HOLD stocks of this API maker Read More »
The HDFC-HDFC Bank merger impact
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
The HDFC-HDFC Bank merger impact Read More »
Prime Stock update: This automation play may be in takeoff mode
When a company, especially an MNC, discloses little by way of scheduled earnings calls or business information, save for its AGM, its stock price can also react only to earnings or move on visibility in prospects of the company. We took that risk in one such company which is in the business of automation, in late 2021.
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Prime Stock Recommendation: A consumer stock on a compounding journey
With consumer companies having pulled through a period of demand slump, the worst appears to be behind. Signs of a recovery in rural demand can help broad-base the overall consumption improvement. This consumer company gets a strong foundation in its household brand names. But it has been evolving from building up its own health and
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Prime Stock recommendation: A steady player in the challenging API business
Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.
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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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Prime Stock recommendation: Moving this small finance bank to a HOLD Read More »
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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