Last month, we analysed the cement industry in detail. In this analysis, we’d noted a few points – one, that there has been consolidation in the space, two, that companies had been deleveraging, and three, that margins have been under threat owing to pricier energy and inputs.
Adani and Holcim cement the deal – now what? Read More »
Godrej Agrovet is a conglomerate with businesses spread across the agriculture and protein supply chain. It is in animal feeds, palm oil extraction, agrochemicals, dairy and frozen foods. The business has commoditised parts, seasonal parts and valued added parts.
Godrej Agrovet – what’s firing and what isn’t Read More »
The Indian government, deciding to take its chances with market moods, has launched the long-awaited IPO of Life Insurance Corporation of India (LIC). This is entirely an offer for sale by the government to offload 3.5% of its holdings (2.21 crore shares) to the public, at an offer price band of Rs 902-949. LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LIC’s policyholders will get a Rs 60 discount.
IPO Review: LIC IPO – 3 factors to consider before subscribing Read More »
Login required to read this article.
Prime Stock Recommendation : Investing in the business of risk Read More »
India’s cement industry has always been a good proxy for the core economy, with steady volume growth and players enjoying considerable pricing power unlike other commodities. With cement industry leaders such as UltraTech Cement, Ambuja Cements, Dalmia Bharat and Birla Corporation correcting between 10% and 20% in the last 3 months, could there be an opportunity? We take a deep dive into the cement industry to assess its prospects.
Cement Industry: 5 things to know before you choose a stock Read More »
Login required to read this article.
Prime Stock Recommendation: A play on urbanisation and premiumisation Read More »
As the top two players in the oldest lending business in India, gold lending NBFCs Muthoot and Manappuram Finance don’t require much introduction to investors. Unlike other lending operations, gold lending still requires the physical presence of the customer and therefore fin-tech challengers are yet to figure out a way to crack this lucrative business. The adoption of digital technologies in gold lending is restricted to bank transactions and sales origination.
Muthoot and Manappuram – Explaining the valuation divergence Read More »
Login required to read this article.
Prime Stock Recommendation: A power packed retail brand play Read More »
It is with mixed feelings that we write this first annual review of our Prime Stocks performance. When we flagged off stock recommendations as a new addition to our platform on January 14 2021, it was after a lot of internal debate on whether it was the right time to do this.
Prime Stocks performance review – 2021 Read More »
In our stock recommendations for 2021, our focus was on identifying companies that had the ability to steadily compound earnings over the medium to long term. Valuations were the other key factor against which we balanced earnings.
Prime Stocks 2021 review: How earnings shaped up & stock outlook Read More »
Here is a look at the diagnostics sector space, the key players, how they have weathered the Covid storm and, more importantly, where it could be headed.
Diagnostics sector review – is it a high growth sector to watch? Read More »
One such reputed family-owned business empire in India has been the Godrej group, founded in 1897. Starting from “lock” manufacturing, the company diversified into soap manufacturing in 1928 (from vegetable oils) and then to animal feeds, real estate, processed foods and chemicals.
The planned split in the Godrej Group: What to expect Read More »
Hold On
You are being redirected to another page,
Elevate Your Wealth with Professional Portfolio Management
