ENAM HOLDINGS
New-age tech may replace banks as market leaders: Sridhar Sivaram
Sridhar Sivaram from Enam Holdings suggests that consumer down-trading impacts brand loyalty, driven by shrinking disposable incomes rather than a shrinking middle class. He anticipates potential shifts in market leadership from financials to sectors like pharma, particularly CDMO, and new-age tech.
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.
E-bus maker Eka Mobility raising Rs 200-300 crore from Enam Holdings
Eka Mobility, an electric vehicle manufacturer, is reportedly raising Rs 200-300 crore from Enam Holdings to fuel its expansion plans. The deal, structured as a convertible, could potentially elevate the company to near unicorn status, contingent on achieving specific performance targets.
Brace for volatility, build for the bull run: Sridhar Sivaram’s take on market mayhem
Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that US demands for fair play are justified. Sivaram predicts short-term calm with many countries offering zero tariffs, though significant uncertainty persists around China.
Sterlite Power unit raises ₹725 crore
Sterlite Power Transmission Ltd.'s unit secured ₹725 crore in funding from GEF Capital Partners and Enam Holding. The investment will fuel the expansion of power conductor, OPGW, and cable manufacturing, including a new plant in Baroda. This move aligns with rising global demand and aims to capitalize on opportunities arising from geopolitical shifts.
Insurtech startup Coversure raises $4 million in funding from Enam Holdings
Insurtech startup Coversure raised $4 million in pre-series A funding led by Enam Holdings. They plan to build a consumer-centric insurance engagement platform using data intelligence and machine learning capabilities.
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Here's why Sridhar Sivaram is bullish on power sector
So, what will happen is the entire ecosystem will benefit. One will have to investigate which one does well. But I think if we are going to add so much capacity, it takes me back to 2003 to 2007 period, when this entire ecosystem did very well.
Valuations of PSU Banks still very supportive: Sridhar Sivaram
I do not think there is a debate on the credit quality of banks in general. Provision numbers are very good. Bank balance sheets looks good. And for whatever reason the credit cost has been very moderate even on the retail side.
Be careful about chasing IT stocks from here on
The last time we saw such high multiples for tech stocks was back in 2010-11 and maybe going into 2012 when the world was coming out of the Lehman crisis, says Sridhar Sivaram.
Need to ban concept of promoter share pledging: Manish Chokhani
The move will be like servicing the nation for all the benefit of investors.
Enam's Manish Chokhani bats for DDT cut
Speaking at the Times Network India Economic Conclave 2019, Chokhani said investors were paying tax up to 56% of the profits they earned through dividends. “The government can follow the same approach they followed during the corporate tax cuts. Take out all the exemptions and bring down the overall tax paid,” he said.
Buy largecap banks, be agnostic to valuation: Sridhar Sivaram, Enam Holdings
In six months, base effect will start kicking in for revival in consumption demand, says Sivaram
Sridhar Sivaram on sectors to buy into and avoid with a five-year view
The consumption cycle could turn soon. The investment cycle will take much longer.
Start NPA detection in HFCs and corporate facing NBFCs: Sridhar Sivaram, Enam Holdings
We will see a catch up in Indian market taking us closer to EMs, says Enam investment director.
Undeclared fiscal stimulus led to strong growth of companies: Sridhar Sivaram, Enam Holdings
“The Indian market's performance relative to its peers has been a standout.”
Go for quality and build a portfolio for 2019 & beyond: Sridhar Sivaram, Enam Holdings
"Pick from top 3-4 PSU banks. It is a 18-24 month trade and I do see earnings growth coming back."
After a great 2017, 2018 could be the consolidation year: Sridhar Sivaram, Enam Holdings
“In a five- year horizon, IT biggies unlikely to emerge as game changers”
Bullish on 5 sectors post GST: Sridhar Sivaram, Enam Holdings
On an average, earnings because of interest cost savings, should go up by 10%.
Markets grappling with excess liquidity: Manish Chokhani, Director, Enam Holdings
Manish Chokhani, Director, Enam Holdings, says bond markets don't suggest an end of low rate regime.
Stay defensive and nimble, stock selection holds key: Manish Chokhani, Enam Holdings Director
Manish Chokhani said that foreign investors’ interest remains high but they are losing patience with India’s inability to execute on its promise.
Enam to lease a floor in Mumbai express building: Sources
Enam group is taking on lease an entire floor at Express Towers, a premium office building in the traditional business hub, said sources.
Axis Bank wins Enam, buys its best for Rs 2,067 crore
Axis, led by CEO Shikha Sharma will acquire Enam Securities’ key businesses such as investment banking, institutional & retail broking in an all-stock deal.
Enam Holdings, Ariston to bet big on infra boom
Enam Holdings and Ariston Advisors are aiming to scoop up around $750 million between them, joining the rush of private equity firms, hoping to strike it rich by investing in the Indian infrastructure sector.
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