Page 2 - Jitendra Kumar Gupta

Pipavav Defence: Well placed to benefit from hike in defence FDI

The company already has clearances, tie-ups and infrastructure in place

High on Modi but will the stocks deliver?

A dozen mid-caps to bet on

Rising risk appetite amid higher confidence and attractive valuations favours these counters, apart from their performance

10 Mid-caps to bet on

Rising risk appetite, higher confidence post national elections that has put the BJP in the driving seat along with the huge valuation discount versus its larger peers is favouring mid-cap counters

Will the Adani bull run last?

While fundamentals have improved, run-up in shares has been sharp and valuations do factor in near-term upsides

Adani Group: Modified boost, can it last?

While the fundamentals of Adani Group stocks have also improved, the run up in the stocks has been sharp and valuations factor in the near-term upsides

GPPL: Attractive port of call

Gujarat Pipavav has a positive structural story, with better days ahead; however, the stock seems expensive

Sensex@23,551: Trade with care

Poll euphoria may fizzle out, stocks will reflect fundamentals, say experts

MCX stock: More questions than answers

R-Cap's demands following PwC's audit report add a fresh layer of worries for MCX investors and could hit valuations marginally

Wonderla: Worth the ride

Wonderla, promoted by Kochouseph Chittilappilly promoter of V-Guard Industries, is one of largest amusement park operators in country

HCC: Profit surprises but too early to raise a toast

Construction companies remain under pressure for some more time due to high debt burden

JSW Energy looks at better show ahead

Current valuations, too, provide comfort, with the stock trading at nine times its FY15 estimated earnings and 1.2 times its book value

Sesa Sterlite: Performance of key segments a worry

Against the Street's expectations of revenue of Rs 20,780 crore, the company reported net sales of Rs 20,894.4 crore

Sesa Sterlite: Worries stem over performance of key segments

Key segment zinc saw 23% decline in mined metal over last year; flat LME zinc prices, hike in production cost caused 18% y-o-y fall in EBITDA to Rs 1,711 crore

Early birds' March-quarter show second-best in FY14

IT services drove growth, cost control helped notch best margins in five quarters

Deepak Fertilisers: Boost in case of MCF acquisition

Deepak Fertilisers, earlier in July last year, had brought 24.45% stake in MCF

Companies scaling profit charts

Many companies are expected to swing to profits in March quarter, compared to the losses faced a year & month ago

Clear political mandate will be key catalyst to trigger capex recovery: Paras Bothra

Q&A with VP, equity research at Ashika Stock Broking

Sesa Sterlite: Gains from lifting of Goa mining ban priced in

In the overall portfolio of iron ore, Goa accounts for a large chunk of the company's production

Good time for short-term investors to exit USL

Diageo's open offer is at an attractive valuation & factors in most of the near-term earnings upsides; however, those in for the long term have reason to stay the course