Searched for
HARSHVARDHAN DOLE
Harshvardhan Dole on impact of crude prices on LPG and OMCsIf one believes that for a reasonable period in time oil will remain below 60, then basis that call there is a room to cut the petrol and d...
IGL is the only preferred play in CGD pack: Harshvardhan DoleI think there is possibility of earnings upgrade across the sector which includes upstream companies, downstream companies, and to an exten...
Bullish on OMC pack; best yet to come for BPCL, HPCL and IOC: Harshvardhan DoleBPCL, HP, and IOC have the potential for increased PE multiples. OMCs derive over 50% of their EBITDA from retailing petrol and diesel, lea...
Harshvardhan Dole on his top picks among GCD, OMC and power stocksHarshvardhan Dole says: “One must align the allocation more towards generation and distribution. From a pecking order perspective, we like ...
Expect flattish or slightly declining Q1 for Reliance: Harshvardhan Dole“We value Reliance Retail closer to about $105 to $110 billion on an aggregate basis. The valuation that seems to be in the media is more o...
Harshvardhan Dole on 4 stocks to go for in power sector“The whole power story can be played in multiple ways. Either you own the traditional utilities or you end up owning these suppliers or the...
MGL, IGL plunge; Harshvardhan Dole on what can help recovery of CGD companiesShares of Mahanagar Gas and Indraprastha Gas fell by up to 6% following the government's decision to maintain domestic gas prices. The pric...
Here's why Harshvardhan Dole is bullish on the power sectorFrankly, after the decadal long consolidation, strictly the large merchant power revenue models do not continue to exist as of now.
NTPC is Harshvardhan Dole's top pick in power sector. Here's why“NTPC’s dividend payout has been consistently higher and it is offering a very asymmetric payoff which means that the downside is fairly li...
What could be the next trigger for Reliance stock? Harshvardhan Dole analyses“When it comes to the target price our SOTP on RIL is close to Rs 3,000 and the way we are valuing each of these businesses is we take the ...
Why Reliance is underperforming & what can make the stock move up? IIFL Securities’s Harshvardhan Dole answers“Reliance is a stock which should be there in the portfolio because oil and gas will continue to generate heaps of cash and the other two b...
Expect another round of gas price hike next April: Harshvardhan Dole“The 62% increase in gas price now was broadly what the market was expecting and that has come as a great relief.”
2 triggers that can give Reliance stock 15-20% upside within a yearThe outlook on each of the businesses is improving and that has led to a marginal upgrade in EPS estimation for FY21, FY22 and FY23, says H...
See JSPL, CESC as key beneficiaries of coal block auctions: Harshvardhan Dole, IIFLJSPL has emerged stronger than what it was earlier. So that is one cothat has emerged as one key beneficiary. The other surely is CESC.
Don’t see life changing for NTPC even after the SC order: Harshvardhan Dole, IIFL"NTPC operates on a costless model. So, all the operational costs, including the fuel, are a complete pass-through."
- IGL becomes a 'buy' if PNGRB doesn't move Supreme Court: Harshvardhan Dole
"A regulator is supposed to determine the tariff but there are certain loopholes in the law which do not allow it to go ahead and do so."
- Signing of FSAs a great step by govt: Harshvardhan Dole, IIFL
We continue to be positive on Tata Power because that is one company which has got its revenue model correct .
- Would wait for NTPC to correct before keeping it on buy list: Harshvardhan Dole, IIFL
NTPC is certainly a company in the utility space that will give you returns which are in line with the earnings growth for over the next th...
- Bullish on Tata Power and Jindal Steel & Power: IIFL
In an Interview with ET Now, Harshvardhan Dole, Analyst, Power, Institutional Equities, IIFL, gives his views on power sector. Excerpts:
Six mid-caps that fund managers are betting onMid-caps have been badly mauled but this could be just the right time to buy them cheap. ET Wealth looks at mid-cap stocks that fund manage...