March 2019 has marked the return of FII flows in our markets. Most stocks were upwardly poised and we witnessed a much-anticipated relief rally in Small and Midcap stocks. We at Plus Delta Portfolios have been constantly urging investors to…
Newspaper stocks have been facing challenging times in the last two years with increasing newsprint costs, lower advertisement revenues and disruption in reading patterns. In the past 12 months, There has been substantial correction in the stock prices of Key…
When expectations are running low, the scope for positive surprises is high. Ashok Leyland Ltd, whose shares have more than halved in the past year, is a case in point. In the December quarter (Q3), its sales volume, revenue and…
The sector regulator proposed continuation of current incentives. In a positive surprise, the draft note from the Central Electricity Regulatory Commission (CERC) suggests continuation of the 15.5% regulated return on equity (RoE) for generation and transmission companies. The regulated RoE…