Sumitomo Chemical India garners attention as an investment bet given its focus on specialty products backed by R&D strength of Japanese parentage. Key near-term trigger to watch is the manufacturing of technical-grade active ingredient products for parent company - Sumitomo Chemical Company. Watch this video for more.
Fine Organics Industries’ earnings growth is expected to be mainly driven by volume growth from new capacities, improved blended realizations and normalization of input costs, over the medium term. And since the company’s valuation premium has narrowed compared to pre-pandemic times, we believe this could be the right time to invest. Here’s why
There has been a significant rise in passenger traffic post the second wave of Covid-19. In August, 6.7 million passengers travelled by air on domestic routes, a rise of 34 percent on a month-on-month basis. Though this number is still less than 50 percent of pre-Covid levels, there has been a noticeable improvement since May '21, when the nation was battling with Covid second wave. In fact, the gap from pre-Covid levels gives the opportunity for players to improve their financial performance. Here's the aviation stock that MC Pro is betting on.
MC Pro puts the spotlights on HeidelbergCement India, betting on its sustainable growth levers that are underscored by strong market position and a solid balance sheet. Given the strong business fundamentals, we believe it has the potential to be a long-term winner for investors. Here’s why
Zee Entertainment is the original pioneer of India's cable TV business with a well-diversified channel portfolio and its merger with Sony would create the biggest entity in the broadcasting space. Are you wondering whether to buy shares of Zee Entertainment following the sharp rally? Watch this video to find out if there is more upside to the stock.
HG Infra has evolved from being a sub-contractor in 2013 to a full-fledged contractor. It has built a strong team and an asset base and is now qualified to bid for large projects worth Rs 3,000 cr independently. Since MC Pro’s recommendation in February’21, the stock is up 116 percent, hugely outperforming the benchmark Nifty. Here’s why we believe you should still add this stock to your portfolio.
Despite a challenging environment in Q1FY22, Sona BLW posted a robust operational performance. The company has an order book of Rs 14,000 crore (9 times FY21 revenue) for the next 10 years of which 57 percent orders are for EVs. Watch this video to know more about Sona BLW’s prospects as an investment bet
The divergent performance of Muthoot and Manappuram Finance narrates a story of superior versus inferior execution in the same business. Despite the troubled past, improving macros and the huge valuation discount to peer - Muthoot Finance - warrants attention. While there are execution challenges, it is a worthy bet for the risk-taker. Find out why
Sharda Cropchem’s valuations are probably the lowest in the agrochem industry. The stock is trading at the lower end of its historical P/E multiples. Need more reasons to invest in the stock? Watch this video
Investors should view the business in the context of its addressable market size and long-term structural industry tailwinds. Watch this video to know why MC Pro is betting on the stock despite a run-up in the price.
While Macrotech Developers (Lodha) may not offer a great upside in the near term, MC Pro believes long-term investors, who intend to ride the growth in the domestic real estate, could remain invested. Here’s why.
In an ongoing spree of IPOs, Sansera Engineering opened for subscription on September 14. The issue size, at the upper end of the price band of (Rs 734- Rs 744), is Rs 1,283 crore. The entire issue is an offer for sale from promoters and promoter group. In this video, we outline the key strengths and risks facing the company to help you decide whether to subscribe or not
We believe the upcoming festival season and pickup in vaccination should improve ad spending, and consequently improve Shemaroo’s earnings from Q2FY22 onward, and gradually shrink the working capital cycle. Watch the video to know why we recommend investors to buy the stock
At the current market price, ICICI securities is trading at a 20% valuation discount to Angel Broking. This indicates that market is considering ICICI securities as just a broker and assigning no value to its large and profitable distribution franchise. Among new-age brokers, Angel has seen exponential growth in profits in recent years. Its quarterly profit has increased from mere Rs 6 crore in Q1FY20 to Rs 48 crore in Q1 FY21 and improved further to Rs 121 crore in Q1 FY22. Find out which stock MC Pro is betting on
Dhanuka Agritech has a strong balance sheet with zero net debt and robust return ratios. MC Pro is bullish on the long-term growth prospects of the company. At CMP, the stock is trading close to its long-term historical averages. Here’s why investors should add the stock on declines.
MC Pro believes Clean Science and Technology’s valuation premium can sustain due to better product spreads, clean balance sheet and emphasis on green chemistry. We believe, growth with sustainability theme will gradually pick up in the Chemicals space and with that context in mind investors can accumulate it on declines. Find out more in the video
Except for few players like Hindustan Aeronautics, Bharat Electronics, Astra Micro, most defence stocks have not participated in the recent market rally. This is also a reason that some of the stock continues to trade at attractive levels in terms of valuations. Watch this video for MC Pro’s preferred picks
Transport Corporation of India is a well-run business with ample growth opportunities across each of its segments. The business enjoys strong fundamentals and offers solid long-term investment opportunity at reasonable valuations. TCI had surged 70 percent in May-June on the back of strong quarterly earnings but has cooled off in recent weeks. Here’s why you should use the dip as an opportunity to invest.
With government’s focus on infrastructure, most construction companies have guided for healthy order inflows in FY22. MC Pro remains optimistic on its high conviction ideas to take advantage of the huge spending on infrastructure. What are these stocks? Find out in the video
Despite 63 percent rally from its 52-week low in October 2020, Bharti Airtel’s stock offers a decent upside. MC PRO advises investors to accumulate the stock with a long-term view. Here’s why
Suprajit Engineering is India’s largest manufacturer of automotive cables. Its diversification across products and clients, a promising aftermarket and export potential, coupled with attractive valuations make it worthy of investor consideration. Here’s why MC Pro recommends you to add this stock
With the (proposed) acquisition of BK Indonesia, Burger King India’s growth prospects are expected to improve further. Moreover, the acquisition is at an attractive valuation, and hence, we recommend investors to add the stock to their portfolio. Find out more in the video
IRCTC’s opportunity set now goes beyond the monopoly businesses with Indian Railways into an interesting new-age area as well. Hence, despite its steady outperformance, the stock remains a long-term compounder, suitable for any investor. Find out more
Post pandemic, there has been a shift towards the organised players such as Thangamayil Jewellery (TMJL). With implementation of mandatory hallmarking regulation in the jewellery space, the pricing gap between unorganised and organised segment will shrink further, resulting in an advantage for the organised segment in the long run. At CMP, the stock is trading at attractive P/E of ~11x FY23 projected earnings. TMJL also has strong return ratios in excess of 20%. We advise investors to add the stock in the portfolio, here’s why
MC Pro remains positive on NOCIL (13.9x EV/EBITDA FY23e), as the base scenario is one of improved global auto demand in the medium-to-long term, and company is well-positioned to capitalise on it with its spare capacity and strong balance sheet. Any faster execution of the ‘China Plus One’ opportunity will be a trigger for re-rating. Watch the video for more.