Jitendra Kumar Gupta
moneycontrol
Mumbai, MH, India
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Past articles by Jitendra:
Thermax Q4FY19: Good show, though margin remains a key concern
Thermax ended the fiscal year 2019 with strong growth in revenues and profits backed by good order backlog → Read More
The art of finding bargains: A strategy that global contrarian investment firm Brookfield follow
Canadian investment firm Brookfield Asset Management is known for its unique contrarian philosophy → Read More
A high quality stock pick from the transformer space
It has been the survival of the fittest for Indian transformer makers in recent years. A slowdown in demand, increasing competition and surplus capacity in domestic markets have even forced some companies to shut stop. Voltamp Transformers is an exception. It survived the lean years by prudently managing capital, conserving cash, postponing capital spending and keeping a rein on borrowings. As a… → Read More
Why increasing business complications are eroding Tata Steel's predictability
On its part, the company has also been making efforts to simplify and explain the earnings nuances to analysts through multiple presentations. → Read More
Quick take|Indian steel — on shaky ground
Steel companies face the heat as buoyant Chinese production puts pressure on steel prices → Read More
BHEL’s buyback: Is it throwing good money after bad?
It would be worth noting that the success of any buyback would only yield results with the commensurate turnaround in the fundamentals of the business → Read More
Reliance Infrastructure: Turning “D” rating into a re-rating?
The company now expects to cut interest cost by about Rs 1,800 crore and improve its liquidity and financial profile → Read More
Adani Ports & SEZ trades at low valuations despite strong earnings visibility
Valuations too remain supportive, based on the FY19 estimates earnings of Rs 20 a share → Read More
How Tata Steel is reversing its sunk cost fallacy
Tata Steel is rectifying its capital allocation to tap opportunities in the domestic market and strengthen its competitive edge as competitors gain power → Read More
Why you should keep your expectations from construction plays low
It is prudent to remain with construction players having balance sheet strength and industry expertise, but have lower return expectations in the interim → Read More
Arfin India: Emerging smallcap riding value added aluminium products wave
We would like to highlight the management's penchant for innovation and hunger for growth, strong return ratios and prudent financial risk management → Read More
Why should investors stay away from firms facing insolvency proceeding?
The Securities and Exchange Board of India has placed 109 stocks under surveillance and included companies that are undergoing insolvency proceedings causing a lot of panic and speculation among investors. → Read More
RITES IPO: Low capital needs, robust cash flows make it a good train to board
The company requires a bare minimum amount of capital to operate because its business generates free cash flow consistently, which is distributed in the form of divided → Read More
KEC International: Valuations reasonable, new businesses to sustain momentum
Valuations are reasonable in light of the strong order book and superior earnings visibility → Read More
Construction sector: Strong order book, lower lending cost to ensure strong footing
In Q4FY18 itself, these companies have delivered strong 31 percent growth in earnings on a sales growth of close to 17 percent → Read More
Cummins India: Fixing the growth engine, stock to languish
At the current market price, the stock is trading at 5 times its FY18 book value and 31 times FY18 earnings → Read More
Indian Metals & Ferro Alloys: Rise in chrome prices make it an attractive play
The stock is trading at 8 times its annualised cash profit in one of the worst quarter, which is quite attractive, particularly since chrome prices have moved up. → Read More
Tata Steel: Solid Q4 and more on the anvil
Realisations and steel prices are much better compared to last year’s average, which makes the management even more confident of delivering better numbers → Read More
The Dhandho Investor: Mohnish Pabrai is betting big on India; here's his strategy
The ace investor recently talked about opportunities in the Indian market, saying it is one of the most fertile markets in the world for opportunities to make multi-fold returns. → Read More
Ideas for Profit: Acrysil – Dissecting the hidden small cap
Acrysil, a niche player in the growing consumer space, has a strong brand identity and manufacturing capabilities supported by its German partner Schock & Co → Read More