Ambuja Cement's acquisition of Penna will spur sector consolidation: Ronald SiyoniOn the demand front, we have seen the cement demand has improved during May, while the companies have also started to initiate price hikes ...
14 Jun, 2024, 09.40 AM IST
Fundamental Radar: Why Mahindra Lifespace has potential to scale up in realty upcycle?One of the preferred picks for Sharekhan by BNP Paribas in this space is Mahindra Lifespace Developers as it believes that the company has ...
09 Feb, 2024, 10.00 AM IST
UltraTech Cement's Q3 earnings meet Street's estimates. Should you buy stock?Ultratech Cement's stock fell over 1% to Rs 9,906 despite highest-ever net profit in Q4. BofA recommends buying at Rs 10,000 target, Nuvama...
20 Jan, 2024, 02.04 PM IST
Fundamental Radar: 4 factors that make Puravankara a compelling bet in realty spaceThe Bengaluru-based realty developer has almost five decades of domain expertise in key verticals - premium residential, affordable housing...
28 Nov, 2023, 10.17 AM IST
Fundamental Radar: 5 factors seen driving 45% upside in TCI ExpressHowever, since the beginning of this month, end-user industries have started showing signs of pick-up in demand, which is expected to susta...
27 Oct, 2023, 10.29 AM IST
Nifty Realty hits 15-year high as traders ride bullish momentum"The rally in Nifty's Realty index broke its September high levels which is an indication of resumption of the uptrend in the segment," sai...
11 Oct, 2023, 06.01 AM IST
Fundamental Radar | Kolte-Patil Developers set for strong growth on launches, sustained sales: Ronald SiyoniRonald Siyoni of Sharekhan by BNP Paribas believes that Kolte-Patil is at the cusp of a strong growth trajectory, led by strong momentum in...
13 Sep, 2023, 09.52 AM IST
Demand environment for cement is going to be robust for FY24: Ronald SiyoniSo yes, the acquisition is good and if the companies go for inorganic expansion that would be better for the industry compared to the organ...
03 Aug, 2023, 10.25 AM IST
We see cement sector doing well during this month: Ronald SiyoniThe big deal announcement by Dalmia Bharat has been attractively valued at $73 per tonne which is much below the replacement cost of dollar...
13 Dec, 2022, 01.27 PM IST
Fundamental Radar: 6 reasons why TCI Express could rally 20% in next 12 monthsLogistics sector is estimated at 14% of India’s GDP and is slated to grow at 8-10% CAGR over the next five years. It is a highly fragmented...
01 Dec, 2022, 12.11 PM IST
Consolidation good for cement sector: Ronald Siyoni, SharekhanStating that he sees an equilibrium in demand-supply dynamics going ahead, the expert said although capacity utilisation may remain flatter...
11 Oct, 2022, 08.28 PM IST
Ronald Siyoni on Sharekhan’s top 5 picks among cement stocks“Global freight rates are easing, down by 40% to 60% on main routes since January currently and are expected to further go down. This has b...
07 Sep, 2022, 02.49 PM IST
Smaller cement companies may come on M&A radar in hard marketCement stocks, excluding a few such as ACC and Ambuja, have corrected by 25-40% over the last six months, driven by a muted pricing scenari...
08 Jul, 2022, 06.14 AM IST
Second import ban can trigger strong orders for defence companies“The domestic defence companies are at the cusp of receiving strong order inflows consistently at least till FY2025 which would lead to str...
04 Jun, 2021, 12.32 AM IST
Amber may gain big from govt's AC refrigerants import ban“The move has potential benefits for local ODM (original design manufacturer) companies like Amber Enterprise as it increases the market si...
17 Oct, 2020, 10.07 AM IST
Infra stocks with ‘Maha’ exposure fall up to 10%Though stoppage of payment has posed a near-term uncertainty on big-ticket projects like Mumbai Metro and Mumbai-Nagpur expressway, it’s un...
04 Dec, 2019, 07.36 AM IST
Time to turn cautious on Shree Cement, say analystsThe stock is trading at 29 times its estimated earnings per share for 2018-19.
14 Nov, 2018, 08.27 AM IST