Can Pepsi versus Coke Battle Downgrade Varun Beverages?
The stock's rerating from 30x to 100x earnings multiple is at risk.
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http://www.eqtm.in/Sf24T
The stock's rerating from 30x to 100x earnings multiple is at risk.
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http://www.eqtm.in/Sf24T
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Forwarded from Equitymaster
For Advanced Investors Only (on 29th July at 5 pm)
While tax on long-term capital gains has also been hiked to 12.5%, long-term investing still remains the most profitable game.
For advanced investors who have some experience in the stock markets...
This Is Our Top Recommendation
http://www.eqtm.in/k9LNs
Tap here for details
www.equitymaster.com
While tax on long-term capital gains has also been hiked to 12.5%, long-term investing still remains the most profitable game.
For advanced investors who have some experience in the stock markets...
This Is Our Top Recommendation
http://www.eqtm.in/k9LNs
Tap here for details
www.equitymaster.com
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Tanushree’s Boldest New Research: Going Live Today
Please pause for a moment and pay attention…
…Because our leading analyst Tanushree Banerjee is revealing her biggest and boldest new research today.
Watch this urgent message now: https://youtu.be/WP5RE9obSqg
Note: Make sure to attend Tanushree’s Big Wave Profits summit at 5 pm today and claim your copy of her special guide: ‘Big Wave Profits Secret – The Ultimate Key to Riding Big Waves in the Indian Stock Market’
Tap here for details
www.equitymaster.com
Please pause for a moment and pay attention…
…Because our leading analyst Tanushree Banerjee is revealing her biggest and boldest new research today.
Watch this urgent message now: https://youtu.be/WP5RE9obSqg
Note: Make sure to attend Tanushree’s Big Wave Profits summit at 5 pm today and claim your copy of her special guide: ‘Big Wave Profits Secret – The Ultimate Key to Riding Big Waves in the Indian Stock Market’
Tap here for details
www.equitymaster.com
👍1
LIVE NOW: Big Wave Profits
• LIVE NOW
Join Me at Big Wave Profits Now
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• LIVE NOW
Join Me at Big Wave Profits Now
http://www.eqtm.in/Df68B
Tap here for details
www.equitymaster.com
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Just Out: ‘Big Waves’ Stocks on YouTube…
Tanushree’s biggest and boldest new research is streaming now…
Watch the full video to discover ‘big wave’ stocks that have the potential to multiply your money 2 to 3 times faster than the Nifty index.
Plus, your chance to grab Tanushree’s latest report with 3 ‘Big Wave’ Stocks to Buy Now’.
Charter Benefits for the first 521 members who ACT NOW.
And more…
Full Video here: https://youtu.be/5ACdCsOzdHg
Tap here for details
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Tanushree’s biggest and boldest new research is streaming now…
Watch the full video to discover ‘big wave’ stocks that have the potential to multiply your money 2 to 3 times faster than the Nifty index.
Plus, your chance to grab Tanushree’s latest report with 3 ‘Big Wave’ Stocks to Buy Now’.
Charter Benefits for the first 521 members who ACT NOW.
And more…
Full Video here: https://youtu.be/5ACdCsOzdHg
Tap here for details
www.equitymaster.com
👍1
Forwarded from Equitymaster
3 Good Reasons to Not Sell Your Stocks Today
Here's how you can decide which stocks to hold when markets are near all-time highs.
Stocks You Should Not Sell
Here’s an extract…
Taking some profits off the table to prepare for a market correction is never a bad idea.
At Equitymaster, we always suggest investors ensure they have funds to buy more stocks when valuations correct.
That is why I have been recommending subscribers to sell partial exposures in stocks that have met target prices.
But which stocks should you not sell?
Read on…
http://www.eqtm.in/Lw4a2
Here's how you can decide which stocks to hold when markets are near all-time highs.
Stocks You Should Not Sell
Here’s an extract…
Taking some profits off the table to prepare for a market correction is never a bad idea.
At Equitymaster, we always suggest investors ensure they have funds to buy more stocks when valuations correct.
That is why I have been recommending subscribers to sell partial exposures in stocks that have met target prices.
But which stocks should you not sell?
Read on…
http://www.eqtm.in/Lw4a2
👍2
Forwarded from Equitymaster
A big thank you for the amazing response!
We just released the full transcript of Tanushree Banerjee's mega summit - Big Wave Profits.
Read the Full Transcript of Big Wave Profits Now
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www.equitymaster.com
We just released the full transcript of Tanushree Banerjee's mega summit - Big Wave Profits.
Read the Full Transcript of Big Wave Profits Now
http://www.eqtm.in/f4HFd
Tap here for details
www.equitymaster.com
👍7
Forwarded from Equitymaster
LIVE NOW:
Rahul Shah's Super Summit on Foundation Stocks.
Join Now...
http://www.eqtm.in/Fn4o2
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www.equitymaster.com
Rahul Shah's Super Summit on Foundation Stocks.
Join Now...
http://www.eqtm.in/Fn4o2
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www.equitymaster.com
What to Know About Stocks with 200x P/E...
What can the earnings growth do to the company's valuation multiple?
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http://www.eqtm.in/i2X6T
What can the earnings growth do to the company's valuation multiple?
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http://www.eqtm.in/i2X6T
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Forwarded from Equitymaster
What do Map Wars Mean for Ola Electric and MapmyIndia?
Handful of entities are taking on Google's decades old dominance.
India’s Map Wars
India’s geospatial economy is expected to provide employment to more than 1 m people mainly through private geospatial companies.
India’s geospatial market, is estimated to be worth approximately Rs 277 bn in 2025, rising from Rs 229 bn in 2019.
The commercial opportunity in the sector is expected to triple by 2030.
Read on…
http://www.eqtm.in/Kz74D
Handful of entities are taking on Google's decades old dominance.
India’s Map Wars
India’s geospatial economy is expected to provide employment to more than 1 m people mainly through private geospatial companies.
India’s geospatial market, is estimated to be worth approximately Rs 277 bn in 2025, rising from Rs 229 bn in 2019.
The commercial opportunity in the sector is expected to triple by 2030.
Read on…
http://www.eqtm.in/Kz74D
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Don't Sell Such Stocks at Market Highs
Three factors to validate stocks that can continue to linger in your portfolio.
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http://www.eqtm.in/Sr39W
Three factors to validate stocks that can continue to linger in your portfolio.
Click for More...
http://www.eqtm.in/Sr39W
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Limited TIme - 70% Off Tanushree's Big Wave Profits
Exclusive Independence Day Offer
Lock in Your Discount Right Here
http://www.eqtm.in/t9N6W
Tap here for details
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Exclusive Independence Day Offer
Lock in Your Discount Right Here
http://www.eqtm.in/t9N6W
Tap here for details
www.equitymaster.com
Forwarded from Equitymaster
Not Another Kodak. Bharat Forge and Castrol Could Thrive in the EV Era
Traditional companies in the auto ecosystem could pivot to a profitable EV future.
2 Stocks for the EV Era
Here’s an extract…
Technological obsolescence has, in the past, made the biggest of the businesses redundant.
But think twice before writing off every company in the traditional ICE automobile ecosystem as the next Kodak.
For all you know, few of these could be next multibaggers in the making.
Read on…
http://www.eqtm.in/r9EBe
Traditional companies in the auto ecosystem could pivot to a profitable EV future.
2 Stocks for the EV Era
Here’s an extract…
Technological obsolescence has, in the past, made the biggest of the businesses redundant.
But think twice before writing off every company in the traditional ICE automobile ecosystem as the next Kodak.
For all you know, few of these could be next multibaggers in the making.
Read on…
http://www.eqtm.in/r9EBe
👍5
Forwarded from Equitymaster
Profit Hunter - The Risk to Gravity Defying Retail Stocks
Soaring valuations of India’s top retail stocks hide the underlying risks.
The Risks in Retail Stocks
Here’s an extract…
The Indian retail sector is on the cusp of a major transformation, with a projected 50% increase in retail space by the end of 2028.
According to a report by JLL, India’s retail sector could witness the overall retailing space grow to 134 m sq. ft. by the end of 2028 from 89 m sq. ft. in 2024.
Read on…
http://www.eqtm.in/Cw89E
Soaring valuations of India’s top retail stocks hide the underlying risks.
The Risks in Retail Stocks
Here’s an extract…
The Indian retail sector is on the cusp of a major transformation, with a projected 50% increase in retail space by the end of 2028.
According to a report by JLL, India’s retail sector could witness the overall retailing space grow to 134 m sq. ft. by the end of 2028 from 89 m sq. ft. in 2024.
Read on…
http://www.eqtm.in/Cw89E
👍4
Forwarded from Equitymaster
ICICI Prudential vs HDFC Life - Which Life Insurance Stock is Better?
A deep dive into the workings of the country's life insurance companies, HDFC Life and ICICI Prudential.
ICICI Prudential Versus HDFC Life
Here’s an extract…
The Indian life insurance sector holds immense promise for sustained growth in the future.
With regulatory support aiming for universal insurance coverage within a century of independence, the landscape is primed for growth.
Keeping this in mind, we deep dive into the workings of the country's life insurance giants, HDFC Life and ICICI Prudential.
Read on…
http://www.eqtm.in/y7N5Z
A deep dive into the workings of the country's life insurance companies, HDFC Life and ICICI Prudential.
ICICI Prudential Versus HDFC Life
Here’s an extract…
The Indian life insurance sector holds immense promise for sustained growth in the future.
With regulatory support aiming for universal insurance coverage within a century of independence, the landscape is primed for growth.
Keeping this in mind, we deep dive into the workings of the country's life insurance giants, HDFC Life and ICICI Prudential.
Read on…
http://www.eqtm.in/y7N5Z
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Uniqueness of Big Wave Stocks
The key catalysts that could help stocks soar at least 2x faster.
Click for More...
http://www.eqtm.in/Nj2q3
The key catalysts that could help stocks soar at least 2x faster.
Click for More...
http://www.eqtm.in/Nj2q3
Forwarded from Equitymaster
Profit Hunter - Sensex 60,000 Before Sensex 100,000? L&T's and SBI's Earnings Calls Offer Clues
It is rare to find insiders less enthusiastic about a business than external investors.
What L&T and SBI Are Saying
In the June 2024 quarter results, there were barely any managements that sounded super confident and optimistic and near-term earnings growth.
Even as market buoyancy continues to thrill investors, company managements don’t seem as excited.
Read on…
http://www.eqtm.in/f2P4S
It is rare to find insiders less enthusiastic about a business than external investors.
What L&T and SBI Are Saying
In the June 2024 quarter results, there were barely any managements that sounded super confident and optimistic and near-term earnings growth.
Even as market buoyancy continues to thrill investors, company managements don’t seem as excited.
Read on…
http://www.eqtm.in/f2P4S
Skyrocketing Megatrend in Aerospace Stocks
The hidden manufacturing opportunity in India’s aviation boom.
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http://www.eqtm.in/Tq7w2
The hidden manufacturing opportunity in India’s aviation boom.
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http://www.eqtm.in/Tq7w2
Forwarded from Equitymaster
Profit Hunter - Can Raymond Go Up 3x to Rival Vedant Fashions?
Raymond’s restructuring plan may unlock value but…
Raymond Versus Vedant Fashions
Here’s an extract…
The challenges for Indian textile makers continue to threaten margins and pose obstacles to growth.
But both Raymond and Vedant Fashions have managed to tread the rough waters successfully in recent times.
Read on for more…
http://www.eqtm.in/Aa4c8
Raymond’s restructuring plan may unlock value but…
Raymond Versus Vedant Fashions
Here’s an extract…
The challenges for Indian textile makers continue to threaten margins and pose obstacles to growth.
But both Raymond and Vedant Fashions have managed to tread the rough waters successfully in recent times.
Read on for more…
http://www.eqtm.in/Aa4c8
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Forwarded from Equitymaster
Top Defence Stocks Poised to Benefit from Defence Acquisition Council's Rs 1.4 Trillion Order
These companies could be the biggest beneficiaries of defence acquisition council’s latest Rs 1.4 trillion procurements.
High Potential Defence Stocks in the Current Market
Here’s an extract…
The Defence Acquisition Council (DAC) this week approved proposals worth Rs 1.4 trillion to enhance the operational capabilities of Indian Armed Forces.
Most of these acquisitions will be done by domestic players.
Indian defence stocks, which took a beating owing to valuation concerns not long ago, have once again started to move up.
In this article, we highlight the top defence players that could be the biggest beneficiaries.
Read on…
http://www.eqtm.in/k6XCm
These companies could be the biggest beneficiaries of defence acquisition council’s latest Rs 1.4 trillion procurements.
High Potential Defence Stocks in the Current Market
Here’s an extract…
The Defence Acquisition Council (DAC) this week approved proposals worth Rs 1.4 trillion to enhance the operational capabilities of Indian Armed Forces.
Most of these acquisitions will be done by domestic players.
Indian defence stocks, which took a beating owing to valuation concerns not long ago, have once again started to move up.
In this article, we highlight the top defence players that could be the biggest beneficiaries.
Read on…
http://www.eqtm.in/k6XCm
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