Blogs

May 3, 2021

Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven based on international trade which was […]
May 3, 2021

United Breweries is a good play on return to normalcy; volumes have held up well despite lockdown and resultant decline on out of home consumption

United Breweries in India’s largest beer company with market share in excess of 50 %. The parent company, Heineken is a global leader in beer and […]
May 3, 2021

Dalmia Bharat, an efficient cement producer in the key growth markets and near term sizable capacity commissioning could be an outperformer in the cement space

Dalmia Bharat is a mid sized cement company with a strong presence in East India, N. East & T.N. Its key highlight is near term commissioning […]
May 3, 2021

Best in class performance at Aavas Financiers with low NPA yet steadily rising loan book make it attractive despite premium valuations

AAVAS provides housing loan to low and middle income segments in semi-urban and rural areas. These are credit worthy customers that lack financial inclusion because of […]
May 3, 2021

PNB Housing is on road to recovery but track record on recoveries is an overhang

PNB Housing Finance is India’s leading housing finance company with focus on retail lending. Recent turmoil within the NBFC space has soured sentiment in the stock […]
May 3, 2021

Syngene is a company to watch as expansion projects get commissioned and environment for drug discovery services in a post Covid world

Syngene is India’s leading contract research company, with presence across the entire chain of research and development services for the pharma industry. Construction of a bulk […]
May 3, 2021

L&T Finance limping back to normalcy in operations but weak business model as revealed during the NBFC crisis is a concern area

L&T Finance, the NBFC subsidiary of engineering giant L&T lends to infra, housing and rural sector. Within these, the largest lending book is for infra projects […]
May 3, 2021

Investment in Holding company results in sub-par returns over listed subsidiaries, prime example being Bajaj Finserve which has grossly underperformed Bajaj Finance, its listed subsidiary by a wide margin

Bajaj Finserv is the holding company of Bajaj Finance, Bajaj Allianz General Insurance and Bajaj Allianz Lic Insurance. There subsidiary companies have been performing well with […]
May 3, 2021

Good growth in exports and premiumization in domestic market are key positives of Bajaj Auto; however 2nd wave has postponed purchases

Bajaj Auto is amongst the world’s leading motorcycle company with market leadership in several geographies. It has a focused product strategy which lays emphasis on mid […]
May 3, 2021

Sterlite may be on another growth path as governments and enterprises invest in 5G and data networks

Sterlite Technologies is a leading optical fiber and cable company. It also undertakes optical networking projects on turnkey basis. Sharp increase in data usage, roll out […]