Indraprastha Gas: Improved Demand; Outlook Intact
Easing of COVID restrictions, strong financial position, improved capacity utilization, cost improvement initiatives should support performance in...
162 Views
Q4FY21 Result Update - Tough year ends on strong note - BUY
We lower our FY22-23e earnings estimate by 8.7%/5.6% to factor in lower volume assumption even as we increase our margins. FY21 was a difficult...
157 Views
India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
548 Views
POWERGRID InvIT Pre-IPO - Always Going to Be Tricky with a Declining Yield
POWERGRID Infrastructure Invt Trust aims to raise around US$1bn in its India IPO. PGIT is an investment trust setup to own transmission assets of...
792 Views
India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
734 Views