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