Consolidation Begets Pricing Power – Is This Illusory?
Market structures doesn't translate to pricing power, key risk to sustaining premium valuations. Exception being a leader amidst a mega-trend or...
436 Views
Aviation, Should One Buy the Profit Recovery?
Aviation sector turned to profits in Q3FY23. However, rising ATF costs may restrict profit recovery, thus while valuations are reasonable and there...
309 Views
India Electronic Manufacturing Services - Growth, Risks and Valuations
India EMS - opportunity, risks, valuations - strong earnings growth phase can't be built into perpetuity, valuations, therefore should be based on...
250 Views
Ambuja Cements - Quick Insight on Valuation
Ambuja Cements, the second largest in the sector provides a tactical opportunity for a valuation pop. Avoid as it amplifies risk rather than adding...
328 Views
Life Insurance: Is This Correction Deep Enough to Add?
Stocks in the Life Insurance sector have corrected by 10-20%, but not enough to add yet. While the industry protects downside risks but caps...
388 Views