Market Analysis
05-Mar-2021
MOrning India (5/March/21): 1. Endurance Technologies (Best proxy for the Indian 2W industry); 2. Wipro (Bold consulting move comes with increased risks); 3. Oil & Gas (OPEC+: Production cuts of ~8mnbopd to continue for Apr’21)
- The underlying demand drivers for 2Ws are still intact. We expect 2W demand to return to 6-8% CAGR over the next five years. We prefer ENDU over 2W OEMs as it is the best way to play the 2W industry, given its strong positioning with all OEMs. It is als
Market Analysis
04-Mar-2021
MOrning India (4/March/21): 1. Gujarat State Petronet (GSPC: Declining debt removes concern on GUJS); 2. Cement (Long-awaited price hikes play out); 3. Textiles (Global levers supporting domestic growth)
- Gujarat State Petroleum (GUJS) has a 54% stake in Gujarat Gas (GUJGA), which amounts to a market capitalization of INR197b, much higher than GUJS' m-cap at INR156b. - Major concerns for the above anomaly have been: a) expected decline in tariffs of GUJS
Market Analysis
03-Mar-2021
MOrning India (3/March/21): 1. Bulls & Bears (Budget propels the market higher in Feb’21; India outperforms global markets); 2. Telecom; 3. Trident; 4. EcoScope (a. EAI, b. Trade Deficit)
- After consolidating in Jan'21 (down 2.5% MoM), the Nifty headed north in Feb'21 (up 6.6% MoM). It closed above the psychological 15k mark on 8 Feb'21 and ended the month at 14,529. The Union Budget was a major positive, with better transparency and high
Market Analysis
02-Mar-2021
MOrning India (2/March/21): 1. SBI Cards and Payment Services | Initiating Coverage (Cashing in on the cashless surge!); 2. BPCL; 3. Aditya Birla Fashion; 4. Automobiles; 5. Telecom; 6. EcoScope
- SBI Cards has strengthened its position as the second largest card player in the country - with market share of ~19% in o/s cards and ~20% in overall spends. The company has an o/s card base of ~11.5m and has doubled its card base over the past three ye
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A MBA by qualification, Siddhartha has more than 15 years of experience in the field of Fundamental Equity Research including Institutional, retail and wealth platforms. He has received several awards and recognitions including the ET Now - Thomson Reuters Starmine Analyst Award, Zee Business ‘Best Market Analyst Award’A MBA by qualification, Siddhartha has more than 15 years of experience in the field of Fundamental Equity Research including Institutional, retail and wealth platforms. He has received several awards and recognitions including the ET Now - Thomson Reuters Starmine Analyst Award, Zee Business ‘Best Market Analyst Award’
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