Dipan Mehta

February 2, 2022

Decent near term performance and attractive valuations at TV18 make it a compelling Buy

TV18 Broadcast is Reliance group controlled, media conglomerate with presence in news and entertainment broadcasting popular channels such as CNBC TV18, Colors, News18 and CNN News18. […]
February 2, 2022

Headwinds at Maruti seem to be receding and company should be back on its growth path

Maruti, India’s largest passenger vehicle company is a great play on rising domestic consumption and urbanization. Company’s premiumization strategy and success of new models has paid […]
February 2, 2022

IndiaMart is poised for steady and secular performance once normalcy is restored. Management guidance is strong

IndiaMART InterMESH Ltd is India’s largest online B2B marketplace for business products and services. Increased penetration of computers and mobile phones has led to increased search […]
February 2, 2022

HDFC Bank continues to gain marketshare and sustain growth despite its size

HDFC Bank has been steady performer since its inception in 1995 and perhaps the only bank which has not faced any problems on NPA front or […]
February 2, 2022

Delta Corp poised to perform well post Covid

Delta Corp is India’s only listed gaming company. The company operates 3 offshore casinos in Goa, Onshore Casino in Sikkim, Kathmandu (started in Jan 2020) and […]
February 2, 2022

Secular demographic trends favour Crompton Greaves Consumer; Performance going forward will be strong with revival of home buying

Crompton Greaves Consumer Electricals manufactures and markets a wide spectrum of consumer products ranging from fans, lamps and luminaries to pumps and household appliances such as […]
February 2, 2022

Cera on a strong footing post Covid with good demand driven by higher real estate sales

Cera is a leading sanitary company with a strong brand loyalty and excellent distribution system which enables the company to sell 80%+ of its products in […]
February 2, 2022

Strong position in Latin America with end to end distribution and scope to grow revenues from US generics market make Caplin Point and attractive pharma play

Caplin Point is niche pharma company focused on Africa and Latin American market (87% of sales). It also has a few molecules (injectables) for the US […]
February 2, 2022

Atul’s diversified business model, export opportunities well timed with commissioning of new capacities to drive revenues and profitability, but valuations are fair and better financing options should drive growth

Atul is a leading chemical company based in Gujarat from the Sarabhai group with a long history of operations. Its products find application in varied industries […]