VST Industries setting up nicely for a significant upmove

VST has been one of the under performers in the current bull run. From the high of around Rs 4,500 in January 2020 stock is currently trading at Rs 3,500. I personally attribute the underperformance to Covid-19 and it’s related fear about Cigarette smoking. The same is also reflected in the reported financial performance by … Read more

Lot seems to be changing at ICICI Bank

As per my employee contacts at ICICI Bank, lot seems to have changed since Sandeep Bakhshi took over. He is focused, detail oriented and a boring banker. Result – there is less focus on market position but more on effective growth by identifying the available market opportunities. Unit economics and credit quality has become a … Read more

Jyothy Labs is looking interesting for medium term

Company’s portfolio comprises of fabric care, home care, personal care and dish wash. It’s brand portfolio includes Ujala, Henko, Margo, Maxo and Pril amongst others. The stock has been an under performer over the last few years primarily due to the increased competitive pressures and consequent average financial performance. Sales and profits just grew at … Read more

Bombay Burmah might be a better proxy play to Britannia currently

Current Market Caps (August 23, 2021) Bombay Burmah Trading Corporation (BBTC) – Rs 8,239 cr Britannia Industries – Rs 93,841 cr BBTC’s stake in Britannia is currently worth more than Rs 40,000 crore i.e., almost 5 times of it’s total current market cap. As such, it’s not unusual for holding companies to trade at a … Read more

SBI is looking very attractive technically

Have a look at the following long term SBI chart. The stock after testing it’s long term support in March-April 2020 has recently broken out of 2015 highs. The long term pattern has all classic formations to suggest a sustained upward move for medium to long term investors. If the market corrects, the stock can … Read more

Saira Malik manages $420 billion as the stock investment chief for asset manager Nuveen, and her 3 different strategies have all beaten the market over the last year. She told us 4 top themes…

Saira Malik is the chief investment officer for Nuveen’s $420 billion equity division. She runs three different strategies that are succeeding in the post-pandemic world. Malik told Insider how she’s investing in a more gradual recovery after COVID. See more stories on Insider’s business page. Since the start of 2020, few things seem to have … Read more