WINDMILL CAPITAL
Some & simple diligence is all what is required for wealth creation: 5 smallcap stocks for long term investors
On a day when Nifty and sensex are trading with a big cut and all the segments are in red. Talking of small caps which is one probably riskiest segment of the market might appear to be going in the wrong direction. But the fact is that it is a day like this which serves as a reminder of two things. First, however strong the bull run might be, corrections are bound to take place. Second, finally in the end, it is business and the management which manages the business which matters for earnings and earning is what matters to the street. So, if you are looking to invest in markets and especially in the small cap segment there has to be a checklist which if followed, the probability of making mistakes gets reduced and also one is able to get to stocks which create wealth over the long term.
Capitalism hasn’t failed — we’ve actually greatly benefited from freer market
Schumpeterians believe that government attempts to help, help and help again are the root cause of all that has gone wrong. They link this to declining GDP growth, angst among workers that 'decent jobs' are disappearing, rising inequalities, a soaring number of billionaires, rising inflation, crazy stock market valuations, Trumpist populism, protectionism and soaring fiscal deficits.
Election cycles and stock market performance: Don’t ignore the long-term
National elections can create market anxiety due to policy uncertainties, impacting market and economy. Understanding election results' relation to equities market performance is crucial for investors' long-term outlook.
Looking for stocks to buy before election result? Insiders scanning these 5 sectors
Investors are looking at sectors like capital goods, defense, and real estate for growth opportunities post-election. The focus is on infrastructure development and capex growth in line with BJP's manifesto.
ETMarkets Fund Manager Talk: Election outcome will drive returns for investors in FY25: Naveen KR, Windmill Capital
Naveen KR expects robust stock market performance in FY25 if election outcome aligns with public opinion. He is bullish on gold and PSU stocks, skeptical about market return moderation despite high valuations and strong earnings growth. He believes that the business fundamentals for mid and small cap companies are pretty strong.
Stronger parent company is key to sustained growth: 5 NBFC stocks with upside potential of up to 31%
One change for making higher provision for unsecured loans and we see all the NBFC stocks tumbling. But four weeks later what is the situation, no one on the street is even talking about it and stocks have crossed the level when the announcement was made. The fact is that some regulatory measures are indicators of overall growth potential which the regulator is just trying to moderate in order to avoid overheating of some segment of industry. The other question is that an industry like NBFC which is bound to grow given the fact that capital was, is and will remain a scarce commodity, which are the benchmark which one should use to take exposure with a long term perspective.
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ICC World Cup & Investing: How to handle a tricky pitch for a winning portfolio?
"Leaving aside the endowment bias, we reckon that a simplistic platform like smallcase is one of the best ways to encourage the investing culture in India. You see, in today’s day and age, simplicity is all one looks for given the clutter in the market. So, there is no donut that smallcase has been one of the best technological innovations in Indian markets. "
6 stocks from different segments of gas sector have an upside potential up to 24%, say analysts
After remaining under pressure for a long time, analysts are forecasting a comeback of Utilities stocks. IGL is back on the radar and so is GSPL. For the purpose of this report, we have selected stocks wherein the count of analysts is at least 20 and the average stock report plus score is a minimum of 7. The reason for having a minimum count of analysts for a particular sector is because higher coverage by analysts indicates higher institutional interest in individual stock. The list is based on upside estimated by the analysts, with the highest potential stock coming on the top of the list.
Why is the $9-10 billion market cap of Zomato, Paytm justified? Hiren Ved explains
“If for the whole of the country, there are going to be only two food delivery companies, then the opportunity is much bigger and today maybe a 100 million customers out of 1.4 billion are using a service like this. Five years out, 200 million, 250 million of the middle class households might use that and then the frequency of use might improve.”
Possible outliers! 7 NBFCs which also have strong parentage can rise up to 28%
If one looks at the survivor of the NBFC aftermath of 2018, it is very clear that it was a strong parentage which was the common binding factor in all the NBFC and financial services companies which not only survived but after a point of time also thrived. Now with a strong new player like Jio financial entering this space, what opinion analysts holds for other companies in this space with strong industrial backing.
Stock picks of the week : 3 stocks with consistent score improvement and upside potential of up to 27%
As earnings season progresses at a time when sentiments are turning in favor of bulls, stocks from different sectors have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Top picks of the week: 4 stocks with consistent score improvement and upside potential of up to 49%
After three months of volatile movement with bearish bias, the underlying trend in the volatility has shown the first sign of turning toward bulls. But the overall trend remains volatile. Even in such times during this period, some stocks have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Back testing high dividend yield stocks, it works in bearish markets; 4 such stocks for tough times
One of the hypotheses of investing in high dividend yield stocks is that dividend yield acts as a cushion in bearish markets and makes them outperform. We back tested four stocks in bearish markets conditions, it works for some.
Where's the capital for climate?
There are three sets of challenges, and each requires government action. The first is mitigation or reducing the potential environmental damage by India due to its actions. At COP26, the PM set a clear target that India, with the help of global investment, will achieve net zero greenhouse gas emissions by 2070. For this it will undertake actions such as greater use of renewable energy, reduced energy intensity, etc. It's a tough task, but the process is on and is reflected in the budget.
Weekly Top Picks: 5 stocks with consistent score improvement and upside potential of up to 49%
Even as NIFTY gets into correction mode, there are some pockets where stocks have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Leasable area under REIT expected to grow by over 10% in the coming quarters: Report
As per the study, Mindspace REIT delivered the highest absolute returns of 8.11% year to date till October 31, 2022. For the same period, Brookfield India REIT was the second best performing listed REIT with 7.30% absolute returns followed by Embassy REIT with 1.40% during the same period.
Midyear wrap up: Most of the sectors bleed, newly listed players suffered most
Benchmark indices- BSE Sensex and Nifty50- dropped 10 per cent each during the given period. Among the indices gauged to second rung stocks, BSE midcap index dropped 13 per cent, whereas smallcap index plunged 16 per cent.
CBIC notifies GST hike on green gear including solar panels
Solar panels and modules, bio-gas plants, solar power generators, windmills, solar lamps, tidal waves energy devices or plants and their parts, will be charged a GST of 12% against 5% earlier.
How America became the craft beer capital
Craft beer is expected to have character, unlike the homogenous ones that big companies often produce.
How in the second wave of craft beer, the action is shifting to canning and bottling
In Bengaluru, the original beer capital of India, three of the best known brewpubs — Arbor Brewing Company, Toit and Windmills Craftworks — are preparing to launch packaged craft beer.
India Leads in Venture Funding for Wind Power
Wind downstream companies also accounted for most of the VC funding with $505 million out of $520 million raised.
Suzlon to focus on domestic market, plans offshore mills in Gujarat
Suzlon has said it will focus on the domestic market in the short-to medium-term while it comes out of the debt burden.
Suzlon to focus on domestic market, plans offshore mills in Gujarat
Wind turbine maker Suzlon group, which had recently sold its German arm Senvion to pare debt, has said it will focus on the domestic market.
Removal of debt positive for Suzlon: Deepak Shenoy, Capital Mind
Number of FCCB conversions being crossed before we take a position but the accelerated depreciation is the biggest thing over here, nothing else.
Everstone Capital Advisors not just a private equity fund, but an incubator par excellence
Set up in 2006, Everstone has invested about 80% of the $1 billion raised by it, via two funds, and one-third of it has gone into incubating ventures.
Startups shell big bucks for ideas; part of seed capital used for investing in R&D
“Earlier big corporations such as IBM, and Bell, used to invest in R &D labs and hire top notch scientists, now startups to drive innovation,”
Startups like Perpetuuiti, Shopsense, DF3D, iSpirt now set aside big bucks for research and development
Several of these ventures are setting apart nearly a fifth of their seed capital for investments in research & development in sectors ranging from IT to online retail & clean tech.
Union minister Surya Prakash Reddy wants Kurnool as capital of Seemandhra
Union minister from Rayalaseema region Surya Prakash Redd has demanded that Kurnool be made the capital of Seemandhra.
Expecting the power sector to accelarate from June: Chandrakant Sanghvi, Sanghvi Movers
ET Now talks to Chandrakant P Sanghvi, Chairman & MD, Sanghvi Movers on November IIP numbers as well as the company's expansion plans.
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