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NXST helps you piggyback India’s rising consumption by enabling exposure to solid Retail operating assets
Being the largest UCC platform in India, NXST seems ideally positioned to capitalize upon the country's consumption growth. Strong financials further…
Jun 9
•
Priyal Nabera
,
Nikhil Arora
, and
Sharath Toopran
April 2023
MSUMI well poised to shift up a gear as automotive sector strengthens
Solid business with strong operational and technological DNA from Parent Cos - Motherson Group and Sumitomo Group (Japan), positions MSUMI well to drive…
Apr 4
•
Harsh Khandelwal
,
Sharath Toopran
, and
Priyal Nabera
December 2022
SUZLON is in classic turnaround territory
Improving operational efficiencies, healthy order book, seasoned management, and considerable market demand bodes well for a turnaround. We are LONG.
Dec 19, 2022
•
Ajay Aggarwal
,
Sharath Toopran
, and
Nikhil Arora
November 2022
Blue Dart Express: In the sweet spot of logistics
With a strong market presence, deep networks, best-in-class service offering, and a robust demand outlook, BDE is well positioned to drive a period of…
Nov 30, 2022
•
Tirthesh Shah
,
Priyal Nabera
, and
Sharath Toopran
STARHEALTH in pole position to 'penetrate the underpenetrated'
STARHEALTH seems ideally positioned to penetrate the health insurance sector, thanks to heightened post-covid awareness, improving operational…
Nov 16, 2022
•
Harsh Khandelwal
,
Priyal Nabera
, and
Nikhil Arora
June 2022
The mid point
Arkvega prop fund year 2 (and a half) update
Jun 16, 2022
•
Nikhil Arora
,
Sharath Toopran
, and
Priyal Nabera
May 2022
HINDALCO rides the commodities tailwind, and more
HINDALCO is attractive not merely due to macro tailwinds but a favourable business mix. With a strong balance sheet and high CF generation, this giant…
May 16, 2022
•
Ajay Aggarwal
,
Nikhil Arora
, and
Sharath Toopran
April 2022
PNCINFRA is leveraging its expertise to venture into uncharted ‘waters’
An integrated operating model, healthy financials and order book, and diversification into water projects bodes well for PNCINFRA, though risk factors…
Apr 27, 2022
•
Priyal Nabera
,
Sharath Toopran
, and
Nikhil Arora
SIGACHI is a "micro monopoly" manufacturer only set to grow
The company's excipient production capabilities means growth is strongly correlated to pharma and food processing industries. Diversification into…
Apr 26, 2022
•
Ajay Aggarwal
,
Priyal Nabera
,
Sharath Toopran
, and
Nikhil Arora
EASEMYTRIP is all set to sail post-covid sectoral tailwinds
EASEMYTRIP’s asset light business model, strong fundamentals, debt free balance sheet, cost-efficient operations and recent M&A point towards steep…
Apr 7, 2022
•
Tirthesh Shah
,
Sharath Toopran
, and
Nikhil Arora
March 2022
INDUSTOWER - A bet on 5G infrastructure?
Indus Towers Ltd is India's largest listed telecom infrastructure company with a market cap of INR57,000cr.
Mar 28, 2022
•
Harsh Khandelwal
,
Sharath Toopran
, and
Priyal Nabera
SBILIFE seems ideally positioned for ‘serving the underserved’
Expected postponement of LIC IPO and a heightened post-covid insurance awareness makes SBILIFE, the largest private insurance player well positioned…
Mar 14, 2022
•
Priyal Nabera
and
Ajay Aggarwal
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