Nykaa, Fino Payments Bank preferred picks among IPOs, says Gaurav Hinduja of GEPL

Nykaa, Fino Payments Bank IPOs: In the long run, competition from deep-pocket players and their ability to constantly improve the platform to stay ahead of the race will be a challenge, says Gaurav Hinduja Sunil Shankar Matkar November 01, 2021 / 11:32 AM IST ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ […]

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Daily Voice | Many companies might delay IPOs if market decline persists, says Divam Sharma of Green Portfolio

Divam Sharma, cofounder of Green Portfolio, a portfolio management company and research house, likes the Paytm and Nykaa IPOs. He said they make a good addition to investment portfolios because they will continue to lead and disrupt their respective spaces. Key stock market indices have declined more than 5 percent from their recent record highs. […]

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MC Interview | Nykaa may be a good addition to portfolio with consumer-facing ideas, says Piyush Nagda of Prabhudas Lilladher

Piyush Nagda, Head of Investment Products at Prabhudas Lilladher, believes Nykaa can sustain a CAGR of around 35 percent in sales, 50 percent in EBIDTA over the next few years with double-digit margins. “These factors, combined with increasing Gen-Z and millennial population, provide strong headroom for growth in fast-growing Beaty, Personal care and fashion market,” […]

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Daily Voice | Any major correction unlikely, but muted trend may hit listing gains, says Vinod Nair of Geojit

It’s time to review and recast the portfolio with a balanced mix of defensives, debt, cash and stocks in upcoming sectors, says Vinod Nair, Head of Research at Geojit Financial Services, suggesting caution to avoid any major setback in an unpredictable and over-appreciated market. “We can expect further correction in the near-term,” he says. “The […]

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MC Interview | 5-10% correction looms on short-term prospect in market, says Rajiv Kapoor of Trustline

Rajiv Kapoor, Vice-President at Trustline Securities, says that buying quality stocks at reasonable valuations is a prudent strategy for the moment. “A correction of 5-10 percent looms over a short span in the market. Long-term investors can hold and accumulate stocks for long-term gains,” he says in an interview with Moneycontrol. Most of the momentum […]

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MC Interview | Nykaa deserves premium valuation and it#39;ll remain for some time, says Karan Taurani of Elara Capital

Nykaa’s valuations are at 100-150 percent premium as against the global valuations because the growth rate in India is far higher. Sunil Shankar Matkar October 30, 2021 / 10:00 AM IST ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); //}else if(resData[stkKey][‘percentchange’] = 0){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); }else if(resData[stkKey][‘percentchange’] […]

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Daily Voice | First-mover advantage, profitability, growth prospects make Nykaa a top pick, says Jyoti Roy of Angel One

Jyoti Roy, DVP- Equity Strategist at Angel One, believes that given Nykaa’s unique business proposition and the fact that it has turned profitable in FY2021 will certainly give it an edge over the other IPOs which are lined up. “Nykaa is our top pick from the list of IPOs lined up. We are more positive on Policybazaar despite […]

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Daily Voice | Improving asset quality augurs well for banks, says Ajit Mishra of Religare Broking

Ajit_Mishra1 The upbeat financial scenario in the country sees banks posting a steady improvement in asset quality. This will be important in sustaining the positive environment, says Ajit Mishra, VP – Research at Religare Broking. “Investors, however, should remain selective in this space and stick to large private banks as they have a strong brand name, stable […]

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Daily Voice | We#39;re into a multi-year bull run, says Santosh Joseph of Germinate Investor Services

Santosh Joseph, Founder and Managing Partners at Germinate Investor Services LLP, believes India is into a multi-year bull run with occasional breaks. “We will grow for many more years, but can’t be like the last 15-18 months,” said the veteran banking, insurance and asset management professional. He thinks that as the economy recovers, most consumption-led themes would continue […]

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MC Interview | #39;India may witness huge inflows in coming time and surprise the world market#39;

Ankit Yadav, Wealth Manager (USA) and Director of Market Maestroo, thinks consumer stocks look very attractive and can create wealth in the long run. “If I have to compound my money for the next 10-15 years, then for sure, consumer stocks will be my top priority,” he says in an interview to Sunil Shankar Matkar of Moneycontrol. Yadav expects the Sensex […]

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