January 25, 2020
Ultratech Cemco is India’s largest cement company. Demerger of cement division of Century and its merger into the company provides an opportunity add value through transition […]
January 24, 2020
APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes. Over the years, through organic and inorganic initiatives, the company enhanced its ERW […]
January 23, 2020
Nippon Life Asset Management is one of India’s largest asset management company offering products across the entire spectrum of wealth management. Financialisation of savings is driving […]
January 22, 2020
RBL Bank is India’s leading private sector bank which has been recently impacted by spike in bad loans to 3 – 4 stressed accounts. Higher provisions […]
January 22, 2020
Zee is India’s largest listed media company. The implementation of the new tariff order has been very positive for the company with subscription revenues shooting up […]
January 21, 2020
Federal Bank is an old private sector bank with a history that dates back to the pre-independence era. The bank has a dominant presence in Southern […]
January 21, 2020
ICICI Lombard is a India’s largest private sector general insurance company. We have a positive view on the insurance industry due to its low penetration and […]
January 20, 2020
L&T Technology is a leading engineering and R&D services company. The service offering is differentiated from the traditional software companies in India due to its focus […]
January 20, 2020
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 […]
January 15, 2020
Indusind is a leading private sector bank with strong presence in vehicle finance and micro- finance post merger with Bharat Financial. Exposure to IL&FS, Dewan Housing, […]