Dalal Street Investment Journal Magazine - July 17, 2023

In this issue

📢 Exciting News! 📰🔥 DSIJ Magazine Vol. 38 Issue No. 17 has just been released, and it's packed with insightful articles to supercharge your investment journey! 📈💼

🔍 Cover Story: "Decoding Growth Expectations in Investments" 📊✨ Discover expert insights and strategies to help you navigate the world of investments and unlock your true potential.

💡 MF - Cover Story: "Are Exchange Traded Funds The Right Investment For You?" 🤔💸 Uncover the secrets of Exchange Traded Funds (ETFs) and learn how they can be a game-changer for your portfolio. Find out if they align with your investment goals.

👉 Don't miss out on this valuable resource! Grab your copy of DSIJ Magazine Vol. 38 Issue No. 17 today and empower yourself with knowledge that could shape your financial future. 💪💰

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#stockmarket #nse #bse #Nifty #Sensex #giftnifty

Bulls Take Charge of Dalal Street

Indian headline indices are setting fresh highs in back-to-back sessions, fuelled by optimism amid robust FII inflows and an expected solid earnings season.

2 mins

TCPL PACKAGING: GROWTH DRIVEN BY SUSTAINABLE SOLUTIONS

The demand for packaging in India has skyrocketed, driven by strong expansion in consumer markets particularly in the processed food, personal care and pharmaceutical end-user industries.

2 mins

Servotech Power Systems Ltd Fixes July 28 as Record Date for Stock Split

The company implemented Advanced ERP Solution, SAP S4 HANA Grow in Record Time

2 mins

MENON BEARING ON A PROFITABLE ROLL

The Indian automobile sector is expected to experience robust growth in FY24, driven by domestic demand, positive export outlook and new product introductions.

2 mins

A Cautionary Tale in a Bullish Market

While the sector outlook for automobiles and automotive components is very bright given the government's emphasis on transition to electric mobility, JBM Auto has a valuation that is extremely expensive as the share prices have soared significantly.

5 mins

Preserving Value: Exploring MRF's Choice to Avoid Stock Split

This report by Bhavya Rathod elucidates how stock price, in isolation, may not convey the true value of the company. The price of one share, among other factors, is also a function of the outstanding shares of the company. When shares' outstanding are low, and if the demand for that stock is high, the lower supply translates into a higher price for that share. When the price of a share keeps rising, it may reach a level that may become unaffordable to a lot of investors. Therefore, some companies opt for a 'stock split' so as to make the shares affordable and reach out to more retail investors

9 mins

We are attempting to differentiate ourselves from the competition

We are very bullish on Sainik Laminates with the new catalogue having been launched, and by the year-end, we should have larger size capacities coming into play.

3 mins

Tax Column

Interview: Jayesh Dadia, Chartered Accountant

4 mins

Driving Growth: The Significance of India's Automotive Sector

The automotive industry in India plays a vital role in the country's economy, serving as a major pillar of growth. With strong backward and forward linkages, it contributes significantly to the overall development.

5 mins

Decoding Growth Expectations in Investments

By employing this expectation investing approach, investors can gain insights into the growth expectations priced into the stock and assess whether they align with their investments. However, before employing expectation investing, investors should exercise caution and consider the assumptions and uncertainties when determining growth expectations. The article explains the process to be followed and highlights the pitfalls

10 mins

Zydus acquires 6.5 per cent stake in Mylab for ₹106 crore

Zydus Lifesciences stated that it will purchase a 6.5 per cent equity holding in Mylab Discovery Solutions Limited for ₹106 crore.

1 min

HPL Electric & Power bags huge orders worth ₹900 crore

The company informed the exchange about the successful acquisition of smart meter orders worth ₹903 crore.

1 min

Gensol Engineering receives substantial orders worth ₹277 crore

During the first quarter of the fiscal year 2023-24, which ended on June 30, 2023, Gensol Engineering Limited received substantial orders from reputable clients.

1 min

Samvardhana Motherson enters into a partnership with Honda Motor

Samvardhana Motherson International Limited (SAMIL) is a globally diversified manufacturing specialist and leading automotive supplier for original equipment manufacturers (OEMs).

1 min

Titagarh Rail Systems receives LOA worth ₹875 crore

Titagarh Rail Systems Ltd received a Letter of Acceptance (LOA) from the prestigious Gujarat Metro Rail Corporation (GMRC) Limited, on the auspicious date of June 27, 2023.

1 min

Companies With Consistent Growth in Generating Free Cash Flow

Although financial ratios and other factors are often considered to reflect the current earning potential while investing, can they also predict future prospects? This is where free cash flow of a company assumes importance. Mandar Wagh explains the concept of free cash flow, the benefits it delivers to the company, and why it is critical for investors to consider. Also, check out the leading companies that are consistently growing their free cash flow

5 mins

Volatility Prevails as Markets Gauge Critical Indicators

Oil prices oscillated due to the looming supply concerns and fears of interest rate hikes. However, despite this volatility, the prices managed to register both, weekly and monthly gains, supported by a significant drawdown in US inventories and an unexpectedly positive US GDP report.

2 mins

Global Equities Weather Recession Concerns, Find Stability in H1 2023

The first half of 2023 witnessed a series of noteworthy events in global equity markets. It encompassed a remarkable upswing in tech stocks, driven by the influence of artificial intelligence (AI). Additionally, there was substantial decline in the commodity market, and a profound banking crash, arguably the most severe since the Lehman Brothers crisis

2 mins

Are Exchange Traded Funds The Right Investment For You?

Exchange Traded Funds (ETFs) have emerged as a popular investment option in India, providing investors with a convenient and cost-effective way to gain exposure to a diversified portfolio of securities. These funds have achieved significant traction due to their unique characteristics and potential benefits. Vardan Pandhare explores the world of ETFs as an investment avenue

9 mins

From Underdogs To Superstars: Small-Cap Investing Defies Expectations

Intelligent investing involves buying more than what you are paying for. Imagine the returns netted by investors who decades ago bought and held on to today's giants such as Reliance Industries, TCS, Infosys, L & T and the likes?

3 mins

Expense Ratio & MF Returns

With the Securities and Exchange Board of India expected to soon release a consultation paper on total expense ratio (TER), it is time to understand how this impacts the investor's cost of investment as well as the income of the asset management companies

4 mins

Have an Optimal Asset Allocation for Each of Your Goals

Sector and thematic funds fund should be avoided until you are confident about your ability to pick the right sector and have clarity on when to enter and exit

2 mins

Read all stories from Dalal Street Investment Journal

Dalal Street Investment Journal Magazine Description:

Thirty one-years old but conventional, Dalal Street Investment Journal (DSIJ), India’s No 1 equity research and capital investment magazine is published every fortnight to cater to the needs of its reader-investors. Armed with a set of chosen experts on markets and corporate India, the fortnightly magazine has its focus on stock market research and recommendations, capital market analysis, personal finance investment advice and also analysis of various economic activities in the country along with its impact on Indian share markets. This is the one and only complete resource guide for a wide loyal base of over 8 lakh HNI readers.