Ram Prasad Sahu
Ram Prasad Sahu
Page 26 - Ram Prasad Sahu
After a muted Q4, high base could pose growth challenges for HUL
Muted volume growth, higher ad spends may be a drag on profitability
 "After a muted Q4, high base could pose growth challenges for HUL")
Higher raw material costs to hit alcohol firms in fourth quarter
Premium segment expected to do better than overall sales
 "Higher raw material costs to hit alcohol firms in fourth quarter")
IPCA Labs stock hits valuation hurdle on Unichem stake acquisition
Improving growth and expanding margins in competitive US market will be key challenges
 "IPCA Labs stock hits valuation hurdle on Unichem stake acquisition")
Energy business powers RIL: Q4 beats Street, outlook positive for stock
Improved performance in consumer biz, its proposed listing remain key triggers
 "Energy business powers RIL: Q4 beats Street, outlook positive for stock")
Export, demand slowdown may hurt Schaeffler India's near-term prospects
March quarter earnings were below estimates due to weak show of industrial segment
 "Export, demand slowdown may hurt Schaeffler India's near-term prospects")
Tyre stocks may rerate on sustained demand momentum, margin gains
Recovery in the replacement segment and sales to auto makers to drive volumes
 "Tyre stocks may rerate on sustained demand momentum, margin gains")
Two-wheel rides saddle up: Growth recovery, valuations to kick-start gains
Eicher hot on the trail of TVS, which is a top pick of most brokerages
 "Two-wheel rides saddle up: Growth recovery, valuations to kick-start gains")
Sequential gains in Q4, improving earnings trajectory for Divi's Labs
Brokerages expect a sequential improvement in margins
 "Sequential gains in Q4, improving earnings trajectory for Divi's Labs")
Weak sales growth weighs on Avenue Supermarts, operational parameters weak
Stock correction was also on account of margin concerns
 "Weak sales growth weighs on Avenue Supermarts, operational parameters weak")
Weak demand, excess supply get tile makers walking on eggshells
Although lower gas prices could offer some relief on margins
 "Weak demand, excess supply get tile makers walking on eggshells")
Oberoi Realty to build on new project launches, rental portfolio
Street will track pace of bookings, project execution, and acquisition of new land
 "Oberoi Realty to build on new project launches, rental portfolio")
From Bandhan Bank to Ashok Leyland, stocks ripe for cherry-picking
With indices getting back on their feet, can stocks be far behind? Here is the list of 10 such stocks from BSE 100 with huge upside promise for investors willing to ride out any potential volatility
 "From Bandhan Bank to Ashok Leyland, stocks ripe for cherry-picking")
Growth, margins play whack-a-mole with consumer discretionary space
Some brokerages bet on consumer staples, preferring this more defensive space
 "Growth, margins play whack-a-mole with consumer discretionary space")
New guidelines, higher M&HCV demand to drive gains for Bosch stock
Strong volume growth in its core segments of M&HCV/tractors should help keep the sales trajectory elevated
 "New guidelines, higher M&HCV demand to drive gains for Bosch stock")
Future bets: LIC to Axis Bank, here're 10 bright spots to keep an eye on
The third-quarter financials didn't excite market watchers. But equity investors can still make money if they invest in the right stocks
 "Future bets: LIC to Axis Bank, here're 10 bright spots to keep an eye on")
No rerating yet for diagnostic players despite price hikes as margins fall
While discounts have come down, pricing gap still large between incumbents and new players
 "No rerating yet for diagnostic players despite price hikes as margins fall")
Specialty scale-up, product mix: Sun's medicine cabinet piques brokerages
In the near term, higher R&D costs and a recent acquisition to weigh on earnings growth
 "Specialty scale-up, product mix: Sun's medicine cabinet piques brokerages")
Multiple triggers likely to help Zydus to continue with its outperformance
New launches in the US, market share gains and steady domestic growth are positives
 "Multiple triggers likely to help Zydus to continue with its outperformance")
Near-term demand worries likely to weigh on Page Industries stock
Brokerages have mixed view after correction in stock price
 "Near-term demand worries likely to weigh on Page Industries stock")
No rerating yet for diagnostic players despite price hikes as margins fall
While discounts have come down, pricing gap still large between incumbents and new players
