Posts in category All News
Select BFSI, infra, and agrochemicals poised for growth: Mayuresh Joshi (23-11-2024)
Despite a recent market rally, concerns linger over the impact of FII outflows and global economic factors on emerging markets like India. While certain sectors show promise, experts believe market volatility will persist. Positive regulatory developments and anticipated government spending offer hope for future growth in sectors like infrastructure and manufacturing.
BJP takes lead again in Palakkad Assembly seat (23-11-2024)
While BJP candidate C Krishnakumar has got 24,332 votes so far, Congress candidate Rahul Mamkootathil has secured 23,868 votes
Forensics and the art of triangulation (23-11-2024)
There is a company called urban enviro waste management which is growing at 50%+cagr, available at 19pe and has positive operating cash flows. I was unable to find any red flags in the company, but there must be something I am missing because I am unable to find the reason why is it trading so cheap compared to its growth. Can some forensic/red flags expert find any red flags or discrepancies which the company may have?
Thank you.
Not a buy/ sell recommendation
Top picks post Q2 results: ICICI Bank, ONGC could give 30-60% return in 1 year (23-11-2024)
Indian corporate earnings for the second quarter of FY25 showed weaker-than-expected results, with single-digit growth for the second consecutive quarter. While sectors like BFSI and Technology performed well, the overall market was dragged down by weakness in commodities, particularly O&G.
Antony Waste – Long Term (23-11-2024)
What are your thoughts its peer Urban enviro waste management? It is an sme
Company with 200cr market cap. It is growing sales and profits 50%+ cagr , available at 19pe and also has positive operating cash flows. I was unable to find any red flags in it, is anyone able to figure out why is it trading at such a cheap valuation compared to its growth? No buy or sell recommendation.
Adani Bribery Case: Here are 5 setbacks that followed post indictment (23-11-2024)
The Adani Group faces setbacks as global banks consider halting new credit lines following a US indictment alleging bribery. Indian regulators are investigating potential disclosure violations, while Kenya scrapped Adani projects. S&P downgraded the outlook for three Adani firms, and the group’s stocks experienced a rout, though they partially recovered.
TMC takes early leads in Bengal assembly bypolls (23-11-2024)
Trinamool Congress (TMC) candidates are heading for a landslide victory in the West Bengal bypolls, establishing a commanding lead in all six constituencies. The results, as votes are being counted, indicate a strong reaffirmation of TMC’s dominance in the state, particularly in South Bengal.