Model Portfolio Articles

Majority of the Pharma had a rough Q2 with global supply chain disruption & higher freight costs worsening the pricing erosion scenario in US coupled with covid revenue tapering off from domestic business

Apollo vs Max vs Fortis, vs Narayana vs KIMS

FMCG to Hotel Conglomerate ITC Limited has now moved into Direct to Consumer space as well through acquiring a 16% stake in D2C brand “Mother Sparsh’.

The capital goods segment has an encouraging performance in the Q2, 2021-22 and more broadly in the H1, 2021-22. While the two-year CAGR for the sector is still negative, there are signs that it is reverting to normality.

Weekly Sector Update Fourth Week of November

A detailed comparison of Top 5 Private Banks on 19 different quantitative parameters based on Q2 FY22 results is discussed here. HDFC Bank vs ICICI Bank vs Kotak Mahindra bank vs Axis Bank vs IndusInd Bank

Pidilite Industries Limited is a leading manufacturer of adhesives and sealants, construction chemicals, craftsmen products, DIY products and polymer emulsions in India has announced the stake acquisition of 19.5% in Constrobot Robotics on Thursday 25th November 2021.

The Retail Sector has rebounded exceptionally well in Q2FY22, also has recovered significantly well from the lockdown effect, and has posted some strong figures on the board.

Cricket is a massive business in India. For a country with a population of almost 1.5 billion and the incremental amount of people who are getting access to cheap internet on devices as small as a Rs 5000 mobile phone, the number of eyeballs watching cricket is only going to increase.

There is a high growth expected in Electric Two wheeler segment in India