Michael gorbachev. And then the president ronald reagan, which in hindsight effectively ended the cold war. So im not expecting any such breakthroughs here. So its a meeting to establish a stable and predictable work in grenade. Dont stop there is that theres been some willingness to try and get a new start to feel up and running from from the russian side. The us, perhaps maybe a little more records than to do. Is there a chance of a Start Treaty . Perhaps, maybe not being agreed here in geneva, but the those baby steps to what agreeing an agreement . Well, i think they extended the existing stock on the phone. So that was a really good stay for the 1st, i think 11 of the stumbling blocks for a new cartridges at both ends. And thats actually where the interest in converge one to bring in another nuclear power, namely in china. And so i think i could see some agreement here that both want this and maybe work out something how to address china and this together that would be a success i
Check the brokerage calls and comments on the stocks in action. Today we cover Titan, Kotak Bank, DMart and others following their Q4 FY24 financial results.
Investors, while optimistic, are not unaware of the potential risks facing the market. Yet, the market s overall sentiment has been relatively buoyant. Moneycontrol Analyst Call Tracker for March highlighted a strong preference for banking stocks, with IT stocks facing scepticism. The emphasis is on selective investment strategies.
Broker’s call: Buy Westlife Development
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Updated on
CMP: ₹507.35
Our bullish investment thesis on Westlife Development rests on three pillars: superior unit economics 30-40 per cent higher revenue per store than peers; supported by value pricing and strategies aimed at increasing in-store visits; and offering complementing menus. Its recent initiatives on digital could provide a further fillip; comparison with Domino’s highlights a 3x store roll-out potential, offering a long visibility into penetration-led growth. We expect mid-teen revenue growth for several years with an upside risk; and our relative analysis of a peer at a similar scale throws a strong case for a 500 bps upside in EBDITA margins. Higher unit economics should lead to industry-leading ROEs as high upfront overheads get more corralled with scale. The pandemic has already reset the cost curve lower, commensurate with a 20 per cent lower revenue.
Broker’s Call: Buy Hero MotoCorp
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Updated on
CMP: ₹3,254.05
We expect Hero MotoCorp to post strong volume growth in FY22 over a low base and on the back of continued positive rural sentiments. Strong rural demand is good for its motorcycle segment, which is nearly 94 per cent of is volumes.
The effect of new launches in the scooter and premium segments is visible from the market share improvement in FY21, and we expect these segments to start contributing in a material way from FY23 onwards. This drives our expectation of FY21-23 CARG of 16 per cent for motorcycles, 24 per cent for scooters and 16.5 per cent overall.