Structural profitability reset amid multi-year upcycle; long cement
We believe India’s cement industry is entering a new upcycle that has no parallel in recent d..
On the road to recovery
Power sector continued its resurgence in Q4FY21. Power demand witnessed spectacular recovery in H2FY21 (up 7.8% YoY) to close FY21 only 1.1% lo..
Apr’21 preview: Lockdown dampener to Auto sales
* Apr’21 demand is likely to be impacted by Covid-19-related restrictions/lockdowns across several states. ..
Indian states banking barometer series #1: Tamil Nadu
We believe, along with pan-India banking trend analysis, regularly penning down bottoms-up analyses of state-spec..
Fourth quarter is normally a weak quarter for airlines, more so in Q4FY21 due to higher crude prices. However, higher number of passengers will incrementally help airline..
Commercial Real Estate: Wait for recovery gets longer
Along expected lines, the Indian Commercial Real Estate (CRE) office market has seen a 47% YoY decline in Q1CY21 ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to customer behavior, business..
Are margin norms hurting commodities more than equities?
As upfront margin requirement got hiked to 50% from 1st Mar’21, there has been mixed impact on equities ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry struc..
After posting >40% YoY EBITDA growth in each of the past two quarters, cement companies in our coverage universe are likely to repeat the performance in Q4FY21 too. Th..
The pharma stocks which are involved with COVID-19 vaccine have seen a sharp run-up recently, especially post the announcement of phase 3 vaccination program that also op..
The Reserve Bank of India has issued instructions with respect to corporate governance relating to the appointment of Directors and constitution of Board committees for p..
Rupee strengthens against US dollar on Tuesday
Rupee falls 10 paise to 73.94 against US dollar in early trade
NCLT approves sale of IL&FS education arm to LEHL
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Copper, Natural Gas, Silver and Zinc Commodity Report Of 13/05/2021 - Enrich Commodities
MCX Gold June futures technical chart has taken the formation of `Descending broadening wedge` pattern - Enrich Commodities
MCX Crude Oil technical chart has taken the formation of `Ascending broadening wedge` pattern - Enrich Commodities
Lupin Q4 net profit jumps 40.42% at Rs 316.36 cr
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