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 2018. Most negative news is factored in and is reflecting in the stock price. Expect a…
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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 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% revenue from…
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…
Eicher Motors Stock Analysis
Eicher Motors Limited (“Eicher Motors” or the “Company”) is a leading player in the Indian automotive space. It operates in three distinct business verticals – Motorcycles, Commercial Vehicles and Personal Utility Vehicles. [1] Motorcycles– EicherMotors owns the iconic Royal Enfield motorcycle business, which leads the premium motorcycle segment in India. Royal Enfield is the oldest…
Motilal Oswal Financial Services Stock Analysis
Motilal Oswal Financial Services Ltd (“Motilal Oswal” or the “Company”) is a diversified financial services group focused on wealth creation through knowledge. The Company provides a whole host of products and services across retail broking & financial products distribution, institutional broking, private wealth management, investment banking, private equity (growth capital and real estate), asset management…
Hospital Stocks – Max India, Apollo Hospitals and Fortis Healthcare
Hospitals constitute ~70% of Indian healthcare market with increasingly dominant role of private sector. Private players have established a dominating presence in specialty health care. The market size of private hospitals is expected to grow at a CAGR of 19.2 % to reach ~U.S. $ 120 billion by 2020 from its current size of ~U.S.…