Archive - ARKIVES

RAINBOW is India's largest pediatric & obstetrics hospital play

Grants attractive exposure to a high growth segment thanks to solid financials and a promising expansion pipeline

Apr 3 •

Harsh Khandelwal

and

March 2024

PAYTM Rollercoaster: From Payments Hero to an Uncertain Future

One97 Communications Ltd has been facing market heat since November thanks to RBI's crackdown on unsecured PL and Paytm Payments Bank.

Mar 27 •

Kazri Khandelwal

and

July 2023

Coal India's black diamonds once shunned, now shining

PSU engaged in the production and sale of coal operates through c. 82 mining areas across 8 states and contributes to 82% of India’s coal production.

Jul 27, 2023 •

Kazri Khandelwal

,

Harsh Khandelwal

,

, and

CAMS dominates India’s MF industry & is well positioned to capture the non-MF segment too

India’s largest registrar and transfer agent for MFs, with an aggregate market share of c. 68% (INR 27.3 tn) based on MF AAuM (INR 39.9 tn).

Jul 24, 2023 •

Kazri Khandelwal

,

Harsh Khandelwal

,

, and

June 2023

DATAPATTNS is expensive but ideally positioned to sail through sectoral tailwinds

Data Patterns Ltd (NSE: DATAPATTNS) is one of India's leading defence plays, building indigenously solutions and catering to the entire spectrum of…

Jun 26, 2023 •

Kazri Khandelwal

,

, and

Sharath Toopran

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, 2023 •

,

, 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, 2023 •

Harsh Khandelwal

,

Sharath Toopran

, and

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 •

,

Sharath Toopran

, and

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 •

,

, 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

,

, and

June 2022

Arkvega prop fund year 2 (and a half) update

Jun 16, 2022 •

,

Sharath Toopran

, and

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 •

,

, and

Sharath Toopran

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