MOIL Ltd - Weak Q2; Downgrade to Hold
Q2FY25 Revenue/EBITDA of Rs. 292 crore/Rs. 79 crore fell 16%/18% y-o-y and was lagging our estimates as the decline in sales volume (down 18% y-o-y...
129 Views
MOIL: 80% of Market Cap in Cash, Serial Buybacks and 40% EBITDA Margins
Moil Ltd (MOIL IN) the Indian manganese ore producing PSU presents a great opportunity in this current environment where consensus is pessimistic...
403 Views
RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
1k Views
Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
266 Views
Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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