India Revival with Tanushree Banerjee

Cash in on Stocks Pivoting to Ride the EV Era

Traditional companies in auto ecosystem could pivot to a profitable EV future.

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Can Trent Remain a Gravity Defying Retailing Stock

Soaring valuations of India’s top retailing stocks hide the underlying risks.

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Profit Hunter - Beware of the 2024 Versions of Urja Global and Manpasand Beverages

Stocks that could reignite memories of Vakrangee and Manpasand Beverages like governance lapses

Corporate Governance Problems in 2024

Here’s an extract…

If you look for the biggest risk in the small and penny stocks space, corporate governance and the integrity of their accounts would top the list.

At least a handful of high growth businesses are trying to ‘manage’ their reported earnings so as to not disappoint large investors in the bull market.

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Can Geospatial Tech Create New Infosys?

Handful of entities are taking on Google’s decades old dominance.

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Solar and Drone Stocks to Ride India's Logistics Boom

Three logistics support sectors that could produce long term gainers.

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Swiggy IPO Gets Bigger: Everything You Need to Know About the Rs 50 Billion Public Offer

Swiggy’s IPO now aims to raise Rs 50 billion with a fresh issue. Here’s what you need to know about this upcoming IPO.

Swiggy IPO

Here’s an extract…

In April, Swiggy had confidentially filed its IPO papers for Rs 104 bn (approximately US$ 1.3 bn).

If Swiggy’s IPO goes forward as planned, it will also become one of the biggest-ever public listings in India.

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http://www.eqtm.in/Pe6j3

Profit Hunter - Time for Bata India to Have Metro Brands-like Re-rating?

Can footwear giant Bata give its new competitor Metro Brands a run for its money…

Bata India Versus Metro Brands

Here’s an extract…

What are the chances of Indian footwear makers experiencing exponential growth over the next few years?

How can they ride India’s consumption story?

And will the stocks in footwear industry continue to find takers?

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http://www.eqtm.in/w4QSc

Top Defence Stocks Poised to Benefit from Defence Acquisition Council's Rs 1.4 Trillion Order

These companies could be the biggest beneficiaries of defence acquisition council’s latest Rs 1.4 trillion procurements.

High Potential Defence Stocks in the Current Market

Here’s an extract…

The Defence Acquisition Council (DAC) this week approved proposals worth Rs 1.4 trillion to enhance the operational capabilities of Indian Armed Forces.

Most of these acquisitions will be done by domestic players.

Indian defence stocks, which took a beating owing to valuation concerns not long ago, have once again started to move up.

In this article, we highlight the top defence players that could be the biggest beneficiaries.

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http://www.eqtm.in/k6XCm

Profit Hunter - Can Raymond Go Up 3x to Rival Vedant Fashions?

Raymond’s restructuring plan may unlock value but…

Raymond Versus Vedant Fashions

Here’s an extract…

The challenges for Indian textile makers continue to threaten margins and pose obstacles to growth.

But both Raymond and Vedant Fashions have managed to tread the rough waters successfully in recent times.

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Skyrocketing Megatrend in Aerospace Stocks

The hidden manufacturing opportunity in India’s aviation boom.

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Profit Hunter - Sensex 60,000 Before Sensex 100,000? L&T's and SBI's Earnings Calls Offer Clues

It is rare to find insiders less enthusiastic about a business than external investors.

What L&T and SBI Are Saying

In the June 2024 quarter results, there were barely any managements that sounded super confident and optimistic and near-term earnings growth.

Even as market buoyancy continues to thrill investors, company managements don’t seem as excited.

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Uniqueness of Big Wave Stocks

The key catalysts that could help stocks soar at least 2x faster.

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ICICI Prudential vs HDFC Life - Which Life Insurance Stock is Better?

A deep dive into the workings of the country's life insurance companies, HDFC Life and ICICI Prudential.

ICICI Prudential Versus HDFC Life

Here’s an extract…

The Indian life insurance sector holds immense promise for sustained growth in the future.

With regulatory support aiming for universal insurance coverage within a century of independence, the landscape is primed for growth.

Keeping this in mind, we deep dive into the workings of the country's life insurance giants, HDFC Life and ICICI Prudential.

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http://www.eqtm.in/y7N5Z

Profit Hunter - The Risk to Gravity Defying Retail Stocks

Soaring valuations of India’s top retail stocks hide the underlying risks.

The Risks in Retail Stocks

Here’s an extract…

The Indian retail sector is on the cusp of a major transformation, with a projected 50% increase in retail space by the end of 2028.

According to a report by JLL, India’s retail sector could witness the overall retailing space grow to 134 m sq. ft. by the end of 2028 from 89 m sq. ft. in 2024.

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http://www.eqtm.in/Cw89E

Not Another Kodak. Bharat Forge and Castrol Could Thrive in the EV Era

Traditional companies in the auto ecosystem could pivot to a profitable EV future.

2 Stocks for the EV Era

Here’s an extract…

Technological obsolescence has, in the past, made the biggest of the businesses redundant.

But think twice before writing off every company in the traditional ICE automobile ecosystem as the next Kodak.

For all you know, few of these could be next multibaggers in the making.

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Don't Sell Such Stocks at Market Highs

Three factors to validate stocks that can continue to linger in your portfolio.

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What do Map Wars Mean for Ola Electric and MapmyIndia?

Handful of entities are taking on Google's decades old dominance.

India’s Map Wars

India’s geospatial economy is expected to provide employment to more than 1 m people mainly through private geospatial companies.

India’s geospatial market, is estimated to be worth approximately Rs 277 bn in 2025, rising from Rs 229 bn in 2019.

The commercial opportunity in the sector is expected to triple by 2030.

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What to Know About Stocks with 200x P/E...

What can the earnings growth do to the company's valuation multiple?

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