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Contents
Volume 12, Issue 26, December 22, 2017 | Released on stands on December 8, 201722 December 2017 / Outlook BUSINESSPerspective
8 Graphically speaking: In a market
that was on a tear, which stocks rose
the maximum and how in CY16 CX Partners’ Ajay Relan is high on
APL Apollo, which is building a brand
in a commodity steel pipe business22 Why Ajay Jaiswal of Stewart &
Mackertich believes the worst is over
for this iconic hotel chain28 Jyothy Labs’ prima facie bad news
should be seen as an investment
opportunity, feels Ambareesh Baliga32 Arunagiri of TrustLine is bullish on
a company whose platform runs the
back-end of lending institutions36 Bhavin Shah of Sameeksha
Capital is impressed by PSP Projects’
execution and capital effi ciency40 Ekansh Mittal of Katalyst Wealth
has picked up a gold loan company
that is derisking its core business44 Gaurav Parikh of Jeena Scriptech
feels HOV Services’ price does not
capture the value of its US investment10 Neelkanth Mishra of Credit Suisse on why he believes
growth is unlikely to revive in the New Year88 Chetan Parikh of Jeetay Investments on how capital
misallocation can even impact moat-rich companies