August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Greenlam could be an out-performer due to pent up demand and steady exports; rising costs impacting margins in the interim

Greenlam Industries is India’s leading laminate company with sizable export presence and a good track record and brand image. Rising consumer spending on home renovation / […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance as it consolidates its position in the NCR

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven by international trade which was tepid […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Industry leading growth from Coforge, very strong order wins and strategic acquisitions make it an attractive stock; margin compression is transitory

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 […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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United Spirits: Despite restrictions on gatherings and restaurants and bars, volumes are decent; post lockdown performance poised to improve significantly

United Spirit is India’s largest potable alcohol company. The company’s strategy to focus on premium products and appoint franchisees for less attractive states has lead to […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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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 […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Covid pandemic has severely impacted operations at M&M Finance as collection efficiencies have deteriorated

M&M Finance is a leading rural focused NBFC financing all types of 4 wheelers. Its subsidiary is engaged in rural housing finance. Presence in rural areas […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Indusind Bank on a much stronger footing well placed to resume loan growth; Large scale provisioning has already ben done

Indusind is a leading private sector bank with strong presence in vehicle and micro-finance. Exposure to IL&FS, Dewan Housing, Zee promoters and other stressed groups has […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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ICICI Bank to enter new growth phase with strong loan growth and lower credit cost; value getting created in subsidiaries

ICICI Bank is India’s second largest bank in terms of assets and market capitalization and has a large network of branches and ATMs across India and […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Havells a strong play on rising spends on durables and home / office improvement; Second Covid wave to have transient effect but valuations are rich

Havell’s, a leading player in Cables, lighting, switches / switchgear and household appliances, is a secular growth story. All its divisions benefits from rising domestic consumption […]
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