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Have the tables turned for mid and small caps? By Nirali Shah, Head of Equity Research, Samco Securities Below is Weekly article on Markets - Have the tables turned for mid and small caps? - By Nirali Shah, Head of Equity Research, Samco Securities In the past year, Indian benchmark indices have exhibited a unified upward momentum, despite all odds of a lockdown, economic discomfort, or inflation levels cornering the upper band of the range. All indices, whether Nifty50, Nifty mid cap, or Nifty small cap, have demonstrated their ability to continue the bull run. That being said, at ...
Have the tables turned for mid and small caps? By Nirali Shah, Head of Equity Research, Samco Securities
Have the tables turned for mid and small caps? By Nirali Shah, Head of Equity Research, Samco Securities
Source: Samco Securities Ltd
13/08/2021 6:16:30 PM
Bulls Charge Ahead, Undeterred - Ms. Nirali Shah, Samco Securities Below are weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities  Markets touched yet another lifetime high this week. The past year has been a dream for investors as benchmark & broader indices continued their momentum and this trend was not confined to India alone, it swept far and wide across the globe. The US and Chinese economies have been witnessing some amount of demand-led inflationary pressure. But India, on the contrary, is encountering he...
Bulls Charge Ahead, Undeterred - Ms. Nirali Shah, Samco Securities
Bulls Charge Ahead, Undeterred - Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
16/07/2021 4:36:00 PM
A Pause Before the Next Earning Season - Weekly article by Ms. Nirali Shah, Samco Securities Below are Quote on A Pause Before the Next Earning Season - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities  Markets this week steadily corrected, especially the index heavy weights as FPIs maintained their profit booking stance. While stocks continued to march forward, the global economy underwent radical changes ever since the pandemic hit shores. Investors, who had become conservative back in 2020, have now become more open to increa...
A Pause Before the Next Earning Season - Weekly article by Ms. Nirali Shah, Samco Securities
A Pause Before the Next Earning Season - Weekly article by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
3/07/2021 10:55:41 AM
Markets showing signs of consolidation - Weekly article by Ms. Nirali Shah, Samco Securities Below are Quote on Markets showing signs of consolidation - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities  The week saw benchmark indices scale to new highs while seeing a dip in the derivative volumes. When compared to June 2020, the open interest (OI) continues to remain within the same range yet the traded volume of derivatives saw a sharp decline by 30-40%. The fall in intraday volumes is primarily attributable to either the new p...
Markets showing signs of consolidation - Weekly article by Ms. Nirali Shah, Samco Securities
Markets showing signs of consolidation - Weekly article by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
11/06/2021 5:21:40 PM
The Acceleration of a Digital Boom - Weekly article by Ms. Nirali Shah, Samco Securities  Below are Quote on The Acceleration of a Digital Boom - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities  Indian markets touched life time highs on Friday as the bulls reclaimed their stance pushing indices higher. And rightly so India VIX is currently at 17 while it had touched highs of 86 when COVID-19 hit shores. A lot has changed over the past year! 2020 was best labelled “THE YEAR OF UNKNOWN” with uncertainty across tran...
The Acceleration of a Digital Boom - Weekly article by Ms. Nirali Shah, Samco Securities 
The Acceleration of a Digital Boom - Weekly article by Ms. Nirali Shah, Samco Securities 
Source: Samco Securities Ltd
28/05/2021 5:07:03 PM
Markets Afloat Despite Inflation By Nirali Shah, Head of Equity Research, Samco Securities Below is Weekly article on Markets Afloat Despite Inflation! By Nirali Shah, Head of Equity Research, Samco Securities “Indian benchmark indices had nothing short of an erratic week following WPI inflation numbers, which hit their 11-year high at 10.49% for April. While higher inflation is disturbing the Street, its near-term impact was outweighed by the declining COVID-19 cases in India. While FPIs turned net sellers only last month, India held on to its position as the most pr...
Markets Afloat Despite Inflation By Nirali Shah, Head of Equity Research, Samco Securities
Markets Afloat Despite Inflation By Nirali Shah, Head of Equity Research, Samco Securities
Source: Samco Securities Ltd
22/05/2021 1:40:40 PM
Economic recovery may falter in the near-term - Weekly Article by Ms. Nirali Shah, Samco Securities Below are Views On Economic recovery may falter in the near-term - Weekly Article by Ms. Nirali Shah, Head - Equity Research, Samco Securities Indian bourses remained turbulent as India VIX surged over 11% on the back of rising COVID-19 cases, which may diminish swift economic recovery prospects. The choppiness in the markets indicates rising nervousness amongst investors and traders alike. While global markets such as the US observed profit booking on anticipation of increased corpor...
Economic recovery may falter in the near-term - Weekly Article by Ms. Nirali Shah, Samco Securities
Economic recovery may falter in the near-term - Weekly Article by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
26/04/2021 9:01:13 AM
Markets fight the second wave - Weekly Article by Ms. Nirali Shah, Samco Securities Below are Views On Markets fight the second wave - Weekly Article by Ms. Nirali Shah, Head - Equity Research, Samco Securities During the start of the week, Indian markets encountered increased volatility with VIX rising 16.22% while the US continued to hit fresh life-time highs. Actually, domestic benchmark indices registered its second-biggest single day fall in 2021 with massive volumes. Unlike in the past, FPIs have diverted from their usual buying behaviour and have turned net se...
Markets fight the second wave - Weekly Article by Ms. Nirali Shah, Samco Securities
Markets fight the second wave - Weekly Article by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
16/04/2021 6:05:20 PM
Markets Turning Anxious Over Second Wave Weekly Article by Ms. Nirali Shah, Samco Securities Below are Views On Markets Turning Anxious Over Second Wave - Weekly Article by Ms. Nirali Shah, Head - Equity Research, Samco Securities Domestic markets remained choppy throughout the week but there was a pinch of optimism as they tried to imitate global indices, especially the US which hit fresh highs majority of the week. Equity investors are generally betting on a common theme around excess savings, deficit spending and the vaccination drive to steer the path amidst pandemic surp...
Markets Turning Anxious Over Second Wave Weekly Article by Ms. Nirali Shah, Samco Securities
Markets Turning Anxious Over Second Wave Weekly Article by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
9/04/2021 5:52:57 PM
Why are markets facing selling pressure? by Ms. Nirali Shah, Samco Securities Below are Views On Why are markets facing selling pressure? By - Weekly Article by Ms. Nirali Shah, Head of Equity Research, Samco Securities Indian markets and US showed divergence in their behavior this week. While the US was on its journey to making all time highs, Indian markets were experiencing a correction. Fed’s comments on leaving interest rates unchanged and their plan to continue purchasing bonds indeed restored momentary confidence amongst investors but the beha...
Why are markets facing selling pressure? by Ms. Nirali Shah, Samco Securities
Why are markets facing selling pressure? by Ms. Nirali Shah, Samco Securities
Source: Samco Securities Ltd
19/03/2021 6:07:09 PM
What is driving the IPO Saga? - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities Below are Views On What is driving the IPO Saga? - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities Equities remained buoyant throughout the weak but domestic bourses witnessed pressure on Friday. The main reason it remained afloat was the third round of stimulus passed under Biden’s new administration. Even the US Fed chair Jerome Powell has expressed no intention of tampering its approach towards large-scale bond purchases or raising interest rates....
What is driving the IPO Saga? - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities
What is driving the IPO Saga? - Weekly article by Ms. Nirali Shah, Head of Equity Research, Samco Securities
Source: Samco Securities Ltd
12/03/2021 5:53:34 PM
RailTel IPO Comment by Nirali Shah, Samco Securities Below are Views On RailTel IPO Comment by Ms. Nirali Shah, Head of Equity Research, Samco Securities RailTel is coming out with an IPO of Rs 819.24 Cr, an OFS by the Government of India to divest part of their stake. The company derives 66% of its revenues from the telecom segment while the remaining portion is from railways and other projects. RailTel, if performs efficiently can benefit from the 5G growth in India from a fiberisation needs’ perspective. It could also play a ke...
RailTel IPO Comment by Nirali Shah, Samco Securities
RailTel IPO Comment by Nirali Shah, Samco Securities
Source: Samco Securities Ltd
15/02/2021 5:15:40 PM
Markets Entering a Listless Phase! by Nirali Shah, Samco Securities Below are Views On Markets Entering a Listless Phase! by Nirali Shah, Samco Securities Markets Entering a Listless Phase! Markets this week opened with the leftover vigour post a stupendous week orchestrated by the Union Budget & MPC. It slowed down a tad bit consolidating the rest of the week. However, Nifty50 still managed to reach its life-time high during the week. Taking a look down the memory lane - Nifty50 took 18 long years to reach its 7000 mark while crossing 15000 le...
Markets Entering a Listless Phase! by Nirali Shah, Samco Securities
Markets Entering a Listless Phase! by Nirali Shah, Samco Securities
Source: Samco Securities Ltd
13/02/2021 9:14:23 AM
IRFC and Indigo Paints IPO Comment by Nirali Shah, Samco Securities Below are Views On IRFC and Indigo Paints IPO Comment by Ms. Nirali Shah, Senior Research Analyst, Samco Securities IRFC is the first IPO to hit Dalal Street in the calendar year 2021 which is a direct play on the growth of Indian railways. The Company’s leases and loans are backed by MOR and that’s why it has reported nil NPAs for the quarter ended September, 2020. Fundamentally, the company is stable and has diversified sources of funding. IRFC’s AUM has also grown...
IRFC and Indigo Paints IPO Comment by Nirali Shah, Samco Securities
IRFC and Indigo Paints IPO Comment by Nirali Shah, Samco Securities
Source: Samco Securities Ltd
19/01/2021 1:13:11 PM
Real Assets to Rule Going Forward by Nirali Shah, Samco Securities Below are Views On Assets to Rule Going Forward - Weekly article by Ms. Nirali Shah, Senior Research Analyst, Samco Securities Markets extended its stride towards all-time highs with unwavering support from broader indices and this excitement is likely to continue till the Budget. While equity markets were enjoying the rally, there was another asset class which zoomed above $40,000 for the first time ever! The recent take off in Bitcoin is luring market participants who are feeling FO...
Real Assets to Rule Going Forward by Nirali Shah, Samco Securities
Real Assets to Rule Going Forward by Nirali Shah, Samco Securities
Source: Samco Securities Ltd
8/01/2021 5:36:28 PM
Bectors Food Specialties Ltd is coming up with a Rs. 540.5 Cr IPO Ms. Nirali Shah,Samco Securities Bectors Food Specialties Ltd is coming up with a Rs. 540.5 Cr IPO by Ms. Nirali Shah, Senior Research Analyst, Samco Securities Mrs. Bectors Food Specialties Ltd is coming up with a Rs. 540.5 Cr IPO. Being a flagship brand ‘Mrs.Bector’s Cremica’ is one of the leading biscuit brands in the premium and mid-premium segments across North India with a market share of 4.5% and its Bakery products brand ‘English Oven’ is also one of the largest selling brands in...
Bectors Food Specialties Ltd is coming up with a Rs. 540.5 Cr IPO Ms. Nirali Shah,Samco Securities
Bectors Food Specialties Ltd is coming up with a Rs. 540.5 Cr IPO Ms. Nirali Shah,Samco Securities
Source: Samco Securities Ltd
14/12/2020 1:01:48 PM