SMART STOCKS NEWS
From market leader to laggard: Can Ola Electric regain its lead?Subscriber Only
Once the undisputed leader in India’s electric two-wheeler market, Ola Electric is now battling plummeting sales, quality concerns, and stiff competition from legacy players. Is its dominance slipping away for good?
Barbeque Nation’s growth story stalls: Is the buffet business model broken?Subscriber Only
In 2021, Barbeque Nation was riding high — its IPO was oversubscribed six times and the stock surged 290%. But today, the stock has crashed over 80% from its peak. With the stock now trading near all-time low, the big question looms: Is this a buffet of value at a deep discount, or has the growth story hit a dead end?
5,700% returns, 20,000+ crore streams, 31,000+ songs: Is TIPS Music an underrated cash machine?Subscriber Only
TIPS Music has mastered the art of turning nostalgia into a high-margin business. With a 31,000+ song catalogue, it doesn’t need to chase expensive movie deals. Instead, it collects royalties on existing hits, creating a high-margin, asset-light cash machine. In the last five years, TIPS Music stock has surged 5,700%. But with the streaming industry evolving, can it keep the music playing?
The battle of food delivery giants: Zomato vs SwiggySubscriber Only
Swiggy’s stock market entry has raised the stakes for Zomato. In this battle of volumes and valuations, where can investors find value? A look at how both companies are chasing market dominance with distinct strategies.
Microfinance stocks at historic lows: Signs of a turnaround or more pain ahead?Subscriber Only
Before the market-wide correction began in September 2024, India's microfinance sector was already showing signs of strain. A surge in IPOs between December 2023 and March 2024 hinted at a market peak, followed by sharp corrections. While some players have shown resilience, others have struggled with massive write-offs. With early signs of stabilising asset quality, the key question remains: Has the microfinance cycle bottomed out, or is more turbulence ahead?
Blue Jet Healthcare: A CRDMO king in the making?Subscriber Only
India is known as the ‘pharmacy of the world,’ dominating generic drug manufacturing. But now, the country is moving up the value chain, with firms expanding into research, clinical development, and contract manufacturing. One rising player is Blue Jet Healthcare. Could it be a compelling long-term investment?
65% market share, 19% profit growth: Is IGI India the best diamond investment play?Subscriber Only
India’s jewellery market is expanding, with diamonds, especially lab-grown ones, gaining ground. Holding a 65% share in the LGD certification market, IGI profits from every diamond that needs verification. As LGDs surge in popularity, IGI’s certification business has become its biggest growth driver. But can it sustain its edge, or is the industry shifting too fast for even the strongest players?
ITC Hotels goes solo: Does the 10% drop signal a deeper challenge?Subscriber Only
ITC Hotels Ltd made its debut as an independent entity on January 29. However, within weeks of listing, the stock declined by 10%. Does it have the fundamentals to thrive as an independent company or should investors take a fresh look at the stock?
Is this small cap stock a good bet on the electronics manufacturing services sector?Subscriber Only
Syrma SGS Technology, a small cap stock in the electronics manufacturing services sector outperformed its peers by rallying 47% between October and December 2024. A look at what is driving its growth and if it has a multi-bagger potential.
Green energy space gets crowded with IPOs: What should you look for before investingSubscriber Only
Several companies capitalised on the bullish momentum in green energy stocks to launch IPOs and fund expansions. Here’s what investors should know about renewables and what to look for in green energy stocks.
Coal India: An FD or a high-yield stock?Subscriber Only
India may be pushing for a greener future, but coal still powers 72% of its electricity needs. As global narratives focus on renewables, Coal India remains a cash-generating giant — with a 7.2% dividend yield and growing institutional interest. But can the company sustain its momentum?
Goldiam stock surged 12x, but does it still hold rerating potential?Subscriber Only
Goldiam has seen strong growth, with a 16% CAGR in revenue and 20% in profit. Despite a 12x rise in share price, it still trades at a discount compared to peers, presenting potential for further re-rating.
Suzlon Energy vs Waaree Energies: Which stock has a higher upside potential?Subscriber Only
India’s renewable energy sector has seen a major shift in the last two years, with Suzlon Energy and Waaree Energies emerging as key players. With both stocks poised for cyclical growth, the question is: which company is positioned better to capitalise on India’s target of producing 500 GW of renewable energy by 2030?
Rs 70,000 crore to Rs 1,40,000 crore revenue in 3 years: Can Maruti keep the momentum?Subscriber Only
Maruti Suzuki, once synonymous with affordable hatchbacks, rewired its strategy to reclaim its dominance in India's automobile landscape.
The beauty market boom: Can Nykaa retain its crown?Subscriber Only
The Indian beauty market is booming, projected to reach a gross merchandise value of $30 billion by 2027. Nykaa, once the undisputed leader, is now facing a stiff challenge from deep-pocketed competitors like Reliance Retail’s Tira and quick commerce platforms like Blinkit and Zepto. Can it hold its ground?
5 signs HDFC Bank could be making a quiet comebackSubscriber Only
HDFC Bank is showing signs of recovery after a prolonged period of stagnation. Despite weak Q3 results, its asset quality, loan-to-deposit ratio, and healthy deposit growth point to a potential turnaround.
Anant Raj’s 1581% rally: Realty meets AI, but can it sustain?Subscriber Only
Delhi-based real estate developer Anant Raj became a multibagger stock by leveraging the housing boom and the rise of artificial intelligence and digitisation. We take a closer look to understand if the stock has more upside after its strong rally.
EID Parry: The curious case of a ₹14,000 crore stake hidden in plain sightSubscriber Only
EID Parry has a current market valuation of ₹15,000 crore. It also holds a 56% stake in Coromandel International, which alone is valued at approximately ₹31,000 crore, more than double Parry's entire market value. This striking contrast raises the question: Is the market fully recognising the true potential of EID Parry?
Beyond mobile PLI: Can Dixon Technologies find the next growth driver?Subscriber Only
Despite Dixon Technologies’ significant stock price correction in January, it trades at high valuations. Is there scope for more upside in the already stretched valuation?
The bidding war, the 100% rally, and the hidden upside: Is Religare still a buy?Subscriber Only
Care Health Insurance, India’s second-largest standalone health insurer and Religare’s most valuable asset, has been growing rapidly. Its impending IPO could be a game-changer for Religare’s shareholders. Yet, the question remains: Can Religare sustain its 100% return streak, or is the stock running out of steam?
Can Zomato bounce back after a 30% stock plunge?Subscriber Only
Zomato’s stock has tumbled 30% from its peak, slashing its one-year return to 60%. This sudden crash has reignited questions about the company’s ability to sustain its ambitious growth narrative. Is this a short-term correction for a high-growth company or a sign of cracks in its broader strategy?
Value vs convenience: Can DMart hold its ground against the quick commerce surge?Subscriber Only
The rise of quick commerce is reshaping consumer behaviour, with many willing to pay for services like home delivery. DMart is facing challenges brought on by this shift. Will its focus on value endure the quick commerce wave, or is it on a secular decline? As competition rises, so do investor questions.
Zomato triggers another war: Big brokerages take big opposing viewsSubscriber Only
Several analysts cut their target price on Zomato amidst rising competition. However, one reputed brokerage remains bullish on its leadership position. The company is at the crossroads of growth and margins.
Battle Royale in the paints industry: Is Asian Paints losing its sheen?Subscriber Only
Asian Paints, once a Baap (Buy At Any Price) darling, faces stiff competition and valuation pressures. With rising entrants and capacity doubling by FY27, its moat and growth are under scrutiny.
Realty stocks have rallied hard in recent years: Are they still worth a look?Subscriber Only
Realty stocks corrected in December 2024 after enjoying a strong rally for two consecutive years. Is there more growth potential in them?
