Blogs

May 8, 2021

Proactive provisioning by CreditAcc is a step in the right direction as microfinance opportunity remains huge

Credit Access Grameen is one of the leading NBFC-MFI in India. The company is promoted by Credit Access Asia NV, a multinational company based in Vietnam […]
May 8, 2021

Industry leading growth from Coforge, aggressive guidance and benefits from strategic acquisitions make it an attractive stock

Coforge, formerly NIIT Tech, is a mid-sized software company with relatively well diversified stream of revenues from different verticals and geographies. Recent performance of the company […]
May 8, 2021

Varun Beverages could flourish post Covid-19 pandemic due demographics and distribution push

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]
May 8, 2021

Inventory gains driving profits at Supreme; long term prospects excellent due to rural / agricultural demand

Supreme Industries is India’s leading plastic processor and a consistent performer with high return ratios. It is present in several categories with plastic piping products contribution […]
May 8, 2021

SBI Life could be a decent compounding stock as embedded value steadily rises on the back of rising new and renewal premiums

SBI Life is India’s leading life insurance company with good track record. SBI’s network and brand are key strengths and Bancassurance is the largest channel for […]
May 8, 2021

L&T Technology to benefit from increased deal flow post Covid, client specific issues are now behind the company and client concentration has improved

L&T Technology is a leading engineering and R&D services company. The offerings are differentiated from the traditional software companies due to its focus on design and […]
May 8, 2021

Home First, a new listing, could turn out to be a steady performer provided it sticks to disciplined lending and expands geographically

Home First is a mid sized relatively new NBFC catering to retail home loans to salaried class. Major concentration is in the states of Gujarat and […]
May 8, 2021

Despite pandemic, Godrej Properties new booking remain strong, revenues and profits will grow as projects near completion; company sitting on good land bank

Godrej Properties is a leading realtor from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more de-risked than other […]
May 8, 2021

Coromandel International, India largest fertilizer company could benefit from good monsoons, however spurt in raw material costs is a concern

Coromandel is India’s largest phosphatic fertilizer company with presence in crop protection and rural retail stores as well. Government regulation, monsoon vagaries and mispricing of fertilizers […]
May 8, 2021

AU Small Finance’s impressive track record on NPAs tainted due to recent spike in NPAs due to lockdown and stress in SMEs

AU Small Finance Bank is a mid sized micro finance NBFC carved out into a Bank. The transition from NBFC to Bank has been smooth and […]