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Be future ready with Forecaster! This has India's most detailed analyst estimates - share price targets and analyst forecasts for revenue, profits, EPS, cash flows, dividends, capex, interest expenses and more.
Screener: Stocks where large individual investors - superstars like Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia and others - raised their stake in the March 2019 quarter include VIP Industries, NOCIL, and Kolte Patil Developers:
Forecaster is live on Trendlyne's website and apps! This has India's most detailed analyst estimates - share price targets and analyst forecasts for revenue, profits, EPS, cash flows, dividends, capex, interest expenses and more.
Red Flag Screener: Companies with high interest payments compared to earnings (earnings below 1.5x of interest payments due) include India Cements, Hathway Cable, Coffee Day Enterprises and more:
The
#RelianceIndustries
demerger of Jio Financial Services is set to disrupt India's consumer finance industry, with a valuation far ahead of Bajaj Finance and other players. Shreesh Biradar writes:
Chart of the Week: Two wheeler retail sales jumped in November, but the performance has been disappointing overall with anemic YoY growth, particularly for Hero Motocorp.
Launching Superstar Alerts - get an alert when Jhunjhunwala, Dolly Khanna, Ashish Kacholia, Porinju Veliyath and other superstar investors buy, sell or change stake. These alerts are smart enough to club investors like Rekha and Rakesh Jhunjhunwala:
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After RBI lifted the ban on HDFC Bank issuing new credit cards in August, the bank has caught up quickly, with rivals losing market share in new card issues
ICICI Bank's strong performance in the June 2021 quarter came even as the performance of peers like HDFC Bank faltered, Suhani Adilabadkar writes. ICICI now has the highest share of mortgages in its loan mix, compared to other players.
Some people criticize Manyavar's wedding wear as over the top. Can the same be said about its
#IPO
? Vivek Ananth takes a closer look at Vedant Fashions (Manyavar) and its high valuation:
Screener: TCS, Avenue Supermarts, HUL, Wipro are among 200 companies where promoters may have to sell over Rs. 100 crore worth of shares.
This is based on yesterday's Budget recommendation of raising public shareholding from 25% to 35%.
Chart of the Week: This long-term DVM screener has outperformed the
#Nifty500
over the past ten years, with a CAGR of 37.4%. Akshat Singh does a drilldown:
Chart of the Week: While the auto sector has gone through a downturn, auto CEO salaries keep going up. Some of the biggest jumps in salary ratio - ratio of CEO salary to the median employee - were for Bajaj Auto, Hero Motocorp and Ashok Leyland.
Chart of the Week: While there has been a lot of chatter around the rise of Adani Group stocks, it's Adani Power and Total Gas that have seen the biggest increases in March, while Adani Green and Ports declined.
Screener: Seven stocks in Trendlyne's DVM Select Strategy have hit or are close to their 52 week highs. The top gainer is up over 18% in just the past week, while the second highest gainer is up more than 11%.
Interactive Chart of the Week: As we head into the final results quarter of FY24, we look at the sectors and companies analysts expect will top in terms of revenue and EPS growth.
Invest in Starfolio
#superstar
baskets for free - these track changes in the public portfolios of India's biggest investors, like Vijay Kedia, Sunil Singhania, and Rakesh Jhunjhunwala.
#TataMotors
management on the company's earnings call:
- Demand situation is improving
- Commodity inflation, semiconductor shortage key concerns
- Looking to deliver 4% EBIT in JLR, with breakeven cashflows after restructuring payments
Chart of the Week: Of the eight companies that launched IPOs between August 2 and August 12, six with be using the money raised to reduce debt. Chemplast and Nuvoco will be using over 90% of IPO proceeds for debt repayments.
5 stocks to buy from analysts this week:
1) The Indian arm of a Spanish auto parts co
2) The FMCG arm of an Indian conglomerate
3) A leading water treatment company
4) A pigment manufacturer with high capex
5) A smallcap containers & packaging co
Inflation peaked in early 2023 globally, and big economies have bounced back. Meanwhile, India stands out as the fastest-growing economy among large nations. Shreesh Biradar writes:
The Rakesh Jhunjhunwala backed Metro Brands
#IPO
is different from the tech IPOs that have launched in recent weeks. Over 80% of this shoe company's revenues come from products priced above Rs. 1,500.
The Jhunjhunwala backed Star Health IPO has got a lot of press, but may be a pricey issue. The company's cash flows turned negative during the second wave
Whistling past the competition: Ketan Sonalkar writes that TTK Prestige's biggest future challenge - after recording its highest ever Q4 revenue and net profit - is staying on top.
Interactive Chart of the Week: When it comes to
#capex
, industrials, cables companies and IT stocks are set to be the biggest spenders. Akshat Singh takes a look:
Chart of the Week:
@airtelindia
has the highest (and rising) proportion of active subscribers - an impressive 97.7%, beating
@RelJio4g
and Vodafone Idea. Jio's active subscriber rate is lower than the industry.
Red Flag Screener: The live red flag screener tracks companies whose debt ratings have been downgraded by credit rating agencies. This includes Canara Bank, Yes Bank, Dewan Housing, Nandan Denim and others.
Adani Wilmar's IPO opens for subscription today. The company saw revenues rise, but its already thin margins shrunk further in the first half of this financial year. Vivek Ananth takes a look:
Chart of the week: When it comes to stocks to buy, analysts are bullish on some sectors over others. Chemicals, banking and IT stocks get the highest upsides. Akshat Singh writes:
KIMS - whose IPO opens today - has a high valuation in the healthcare facilities industry, with only Max Healthcare trading at a higher price to sales ratio. Aakash Athawasya does a deep dive into the numbers
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Piping hot growth: Industry consolidation, strong domestic demand are among factors driving strong returns for PVC pipe and steel tube companies, Deeksha Janiani writes
Chart of the Week: One year ago, Vodafone Idea had the largest base of rural subscribers. Now, it has become an increasingly distant third and is losing users.
Steel company Shyam Metalics - whose IPO opens tomorrow - has timed its public offering well, entering an upbeat market. But are its numbers strong enough?
"I started Nazara when I was 20 years old, in college in Mumbai," Managing Director Nitish Mittersain says. 20 years later, the Jhunjhunwala-backed Nazara Technologies is going IPO. Watch the full pre-IPO discussion:
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Newly Affordable Stocks: As markets fall on investor anxiety and elections, good stocks fall with the bad. This screener identifies 26 stocks that have good fundamental ratios, and recent share price declines
Astral is in expansion mode, moving from pipes to taps, tiles and sanitary ware. And the company has hired the former CEO of Cera Sanitaryware to pull this off
Navin Fluorine is betting on specialty chemicals growth, which puts it in the middle of steep competition. But so far, its EBIT margins have been beating Deepak Nitrite's
CEO XRay: Hindustan
#Unilever
CEO Sanjiv Mehta took the helm in 2013, and stepped down in June.
Mehta oversaw HUL's recovery in share price and margins, despite Covid, demonetization and other storms:
Chart of the Week: Top CEO salaries across sectors like IT, auto, banking and metals. While many paychecks grew with revenue and net profit, some CEOs like Jayant Acharya of JSW Steel took big packages home despite the company's weakening financials.
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