Harsha Jethmalani, Livemint

Harsha Jethmalani


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Past articles by Harsha:

Oberoi Realty's fate hinges on timely new launches

A slew of Oberoi Realty's projects hit a revenue milestone during Q3, which aided its revenue performance. → Read More

Delayed margin recovery, competition woes dull Kansai Nerolac

In the December quarter (Q3FY23), Kansai’s standalone gross profit margin contracted by 115 basis points year-on-year to 30.2% as the company still has high priced inventory. → Read More

Why the party is not over for bank stocks

The challenging part now is that deposits growth is muted and lags credit growth. → Read More

For mall developer Phoenix Mills, consumption recovery bodes well

The revival in consumption in malls and occupancy in hotels, and liquidation of ready inventory in the housing segment are likely to culminate in robust cash flows going ahead, analysts said → Read More

Adani-led Ambuja Cements rallies 8.5%; rich valuation a party pooper

Both Ambuja and ACC Ltd have been in the limelight after Holciminked a pact with the Adani Group, earlier this year, to sell its stake in these → Read More

Gold loan provider Muthoot Finance's stock slumps 15%; near-term outlook dull

Net new customer acquisition will be a key monitorable in the coming quarters and also the most critical determinant of the company’s gold loan growth trajectory → Read More

Investors in cement stocks can heave a sigh of relief

So far this year, shares of cement companies such as Ultratech Cement Ltd, Shree Cement and Dalmia Bharat have declined by 13-22% → Read More

SBI investors still hopeful despite an unimpressive Q1

Given the cumulative repo rate hike of 140 basis points (bps) so far and SBI’s 74% asset-linkage to floating rates, the bank looks well placed to gain on the margin front in the current upward rate cycle, according to analysts → Read More

Impressive June show, but Asian Paints stock on wobbly ground

Asian Paints saw a solid 37% y-o-y volume growth in its decorative paints business.But given the rich valuation, the stock may not see a big re-rating despite earnings beat → Read More

Wary global investors lose appetite for risk, equities

Global fund managers are moving away from equities to safer assets.Allocation to equities versus cash and bonds has declined to multi-year lows → Read More

RBI closer to its inflation mandate than other central banks

Although global commodity prices have shown some signs of moderation, analysts expect the RBI to keep raising interest rates until CPI inflation eases meaningfully. → Read More

India Inc confident of profits, more than rest of world

Inflation expectations about non-staff costs of firms were lower in June than February.Profit growth outlook of Indian firms in the coming year was one of the highest globally → Read More

India’s  stock  valuations cool  off,  but  risks  linger

Nifty’s valuations measured via the PE and CAPE ratio have eased from recent highs.This is caused by steep market correction amid incessant FII selling of Indian shares → Read More

Is the ‘waste heat recovery system’ a saviour for cement companies?

Waste heat recovery systems help cement firms save on power generation cost.The system also helps the sector reduce carbon emissions by limiting the use of fossil fuel → Read More

Shree Cement’s new capex doesn’t excite

Shree Cement announced a new capex plan to set up a clinker and cement plant in Andhra Pradesh.But the state already has excess capacity. Utilization in the southern region is also low → Read More

Why Investors In It Stocks Remain On The Edge

Despite macro-economic uncertainties, IT cos are confident of robust demand.The sector’s margin is a near-term risk that arises from wage hikes and higher travel costs → Read More

Lemon Tree's stock outlook is improving, but don't expect a run-away rally

The management expects consumption to reach pre-covid levels by 1HYFY23. Further, in FY23, revenue is expected to grow at least 100% and the company aims to have net Ebitda of minimum 50%. However, after a sharp run up in the stock price, a potential upside from the current level is limited → Read More

Coal India’s Fortunes Are Tied To Price Hikes

FSA prices were last raised in 2018 and an adequate hike is key to compensating for pending wage increases → Read More

Inflation Is A Snag In Indian Hotels’ Plan

One goal in Indian Hotels’ new growth plan is to expand consolidated Ebitda margin to 33% by FY26.This is achievable, but inflation may hit discretionary demand in near term, hurting occupancies → Read More

The Odds Are Fast Stacking Up Against The Real Estate Sector

Unexpected interest rate hikes by RBI have dampened sentiment towards the realty sector.Experts say deteriorating affordability is a key headwind for the sector → Read More