Q2 FY2022

Margin Strain

Editorial  Are we greedy or fearful? Its always good to keep assessing whether market is pre-occupied with positives or overwhelmed by negatives	Cover Story  Q2 of FY 2022 Margin pressure to stay in Q3FY22 Caliberated price hike as well as better demand with increasing economic activity and consumer demand to sustain revenue ...
IPO Centre  C.E. Info Systems (MapmyIndia) Leader in digital mapping Strong moat by capitalizing on early mover advantage, proprietary and integrated technologies, and full stack product off...	IPO Centre  Metro Brands Well-known footwear retailer Company intends to expand its store network in existing and new Indian cities
IPO Centre  Medplus Health Services Leading pharmacy retailer Well-positioned to capitalise onshift from unorganized to organized retail of pharmaceutical products	IPO Centre  HP Adhesives Largest solvent cement Co. Increasing solvent cement capacity by 36% while other adhesives and sealants capacity by 264%
IPO Centre  Data Patterns (India) Electronics solution provider To benefit from growing defence/space spend due to in-house design and manufacture	Sector  Banking Focus shifts to growth Profit at a fresh record high, better asset quality, higher loan growth and healthy balance sheets
Sector  Automobiles Margin under pressure Judicious price hike of OEMs only partly offset the input inflation exerting pressure on margin	Sector  Capital Goods Execution to pick up in H2 Better OB burnout to be driven by better manpower, and normalisation of supply chain
Sector  Cement Cost impact margin Rural housing, infra push to boost demand	Sector  Paints Pressure on margin Decorative volumes robust despite price hikes
Sector  Oil Refineries Rising volumes OMCs to gain from rebounding economy, margin	Sector  Software Deal pipe line robust Strong and sustained demand aids growth momentum
Sector  Steel Robust demand Re-imposition of mobility restrictions remains a risk	Market watch  Market Report Running helter-skelter A new covid-19 variant and signs of sooner-than-expected withdrawal of liquidity by the Fed, leading to a rate hike, spoo...
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Archives of Ideas  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch Idea  An interesting idea worth tracking.
Market watch  Market Report Running helter-skelter A new covid-19 variant and signs of sooner-than-expected withdrawal of liquidity by the Fed, leading to a rate hike, spoo...	Capitaline Corner  Spotlight on our choicest idea.