Fortunate are those who never studied the relation between stock prices and corporate earnings. Anybody who did would certainly have missed out on this year’s stock market rally. The purpose of writing this article is to analyse what led to the market rally followed by this week’s sell-off, and to present a stock market outlook…
analysis
Stock Market Outlook for Next 12 Months
Over the past few days I have heard much about not being out there with my recommendations and stock market outlook. This is true. I have been very passive over the last few weeks. This is in stark contrast to how I usually go about my affairs. Part of the reason why I have not…
Stock Market Outlook – Multiple Corrections with much higher level over 5 years
Now that the whole world knows that markets are overvalued and that we are somewhere at the start, middle, or end of a bull market, the question for most investors is – should you still buy stocks and which ones? Of course you should buy stocks at all times. While the markets are overvalued, we…
Buy Infosys at Rs. 920 – Stock Analysis
INFOSYS ANNOUNCED 1:1 BONUS ON 4 SEPTEMBER 2018 (POST THE DATE OF PUBLICATION OF THIS ARTICLE). Summary INFY stock is available at its lowest valuations in over 20 years. Strengthening USD and concerns around H1-B visa regime has pulled down the stock. Gartner and Nasscom growth forecast for the IT sector remain weak for FY…
Best Performing Textile Stocks in India
While many may have missed this one but over the past 36 months, textile stocks in India have generated tremendous returns despite inconsistency in their financial performance and stretched balance sheets. The sector has gained investor’s attention after the government approved Rs. 6,000 Cr. special package for the textiles and apparel sector to create 1…
Gravita India Stock Analysis
Price – Rs. 60.00 View: Buy Gravita India Limited (“Gravita India” or the “Company”) is a leading global secondary metal producing company. The Company provides diversified range of product for variety of application in over 50 countries, globally. The Company’s product caters to the auto, telecom, and power, nuclear and medical industry. Gravita derives 58%…
Sintex Industries Stock Analysis
CAVEAT: In March 2015, about 52% of the promoters equity was pledged, which has gradually reduced to 47% in March 2016 and 40.24% currently. PRICE: Rs. 81.15 VIEW: BUY Sintex Industries (“Sintex” or the “Company”) has a strong presence in the plastic processing and fabric manufacturing industries. The Company enjoys a global presence through its…
7 Things That Make Me Bullish About Stocks in 2017
NIFTY: 8103 SENSEX: 26366 1] Favorable Macros: Falling Interest Rates and Inflation Low inflation and crude oil prices will enable RBI to reduce interest rates in 2017, perhaps by up to 0.50% – 0.75%. Further, with a huge amount of money coming into the banking system post demonetization, RBI will have to ensure loan off…
Indian Terrain Fashions Stock Analysis
Indian Terrain Fashions Limited (“Indian Terrain” or the “Company”) offer products in the premium casual wear range for men including jackets and winter wear products. The Company has 2 primary segments in apparel line; (i) woven, which include shirts, trousers, shorts, jeans; and (ii) non-woven, which include knitwear and jackets. The Company distributes its portfolio…
Best Valuation in IT Stocks at Current Prices
The recent correction in stock markets has brought down valuation for many sectors. Amongst others, Valuation in IT Stocks has come down significantly post the demonetization move by the Government. Keep in mind that IT stocks were already operating in a difficult environment post Brexit and on the back of all the negativity created by…
Max India Stock Analysis
Price: Rs. 142.20 View: Buy Max India Limited (“Max India” or “Company“) is engaged in healthcare business. The Company operates in 3 businesses: ► Healthcare: Max Healthcare, a subsidiary of Max India, in partnership with Life Healthcare of South Africa. ► Health Insurance: Max Bupa Health Insurance, a JV between Max India and Bupa Finance Plc, UK. ► Senior…
India Glycols Stock Analysis
India Glycols Limited (“India Glycols” or the “Company”) is a leading company that manufactures specialty chemicals, natural gums, spirits, industrial gases, sugar and nutraceuticals. What’s Positive for the Stock? Well Diversified Business The Company operates in 5 Business Divisions [1] Chemicals – includes glycols, ethoxylates, performance chemicals, glycol ethers and acetates. The entire chemicals basket…
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