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Capital Goods

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Capital Goods

SECTOR | 08 Jul 2022

Result Preview: Capital Goods

Capital Goods

ICICI Direct

Capital Goods

SECTOR | 05 Jul 2022

Capital Goods

Capital Goods

Prabhudas Lilladhar

Capital Goods

SECTOR | 27 Jun 2022

Capital Goods Sector Update

Capital Goods

ICICI Direct

Capital Goods

SECTOR | 08 Apr 2022

tender pipeline has improved over past few quarters, though pace of order conversion will be key monitorable, as there can be some spill over in near term due to higher commodity price and current geopolitical tension. In domestic market traction continues to remain strong from sectors such as infrastructure, data center, railways, metro, pharma, cement, chemical, metal, mining and F&B. With higher crude price we expect capex to boost from oil exporting regions like Middle East (ME). On exports front enquiry pipeline stands strong from regions like Africa, ME, US, and SAARC. In our view, long term ordering activity likely to remain strong...

Capital Goods

SECTOR | 23 Mar 2022

Capital Goods

Capital Goods

Prabhudas Lilladhar

We hosted nine capital goods companies for PL Capital Goods Week where company managements highlighted 1) strong enquiry pipeline 2) likely impact on margins and execution due to of geopolitical tension arising due to Russia & Ukraine conflicts, 3) Govt. initiative to push capex spending 4) working capital may get impacted as payment cycle from government may get prolonged due to increasing crude price. Overall commentary seems to be positive on enquiry pipelines for product companies, though some tenders may witness delay in order conversions for EPC companies. Most of the...

Capital Goods

SECTOR | 11 Mar 2022

Thermax to benefit from ESG theme, says Jefferies

livemint

In the last one year, shares of Thermax have risen around 38%, beating the S&P BSE Capital Goods index which rallied by 21% in the same time span

Capital Goods

SECTOR | 25 Feb 2022

Capital goods and engineering: Early indications of bottoming of cycle

Business Standard

Orders are improving, cost inflation and supply chain issues are among potential headwinds

Capital Goods

SECTOR | 17 Feb 2022

BHEL stock has outdone Capital Goods index, yet caution prevails

livemint

BHEL's poor balance sheet, sticky working capital cycle and high receivables, in particular, continue to be a pain point for its investors

Capital Goods

SECTOR | 12 Feb 2022

76 smallcap stocks fall 10-93% as market resumes selling in week after budget

Moneycontrol

Among sectors, BSE Capital Goods index shed 3.8 percent, Realty index fell 2.7 percent and FMCG index slipped 2.2 percent. However, Metal index added 3.8 percent.

Capital Goods

SECTOR | 14 Jan 2022, 06:04AM

Capital goods looks ripe for a long-term bull run

Economic Times

Capital goods stocks could possibly be at the cusp of one of the most rewarding long-term bull markets after remaining on the sidelines for almost 14 years, according to technical analysts. Some stocks have already started their upmove while many others are entering the new uptrend or making the first progress after their big base breakouts, said analysts.