#MintToMarket
Colgate is making the right moves, though valuations offer little cheer
Colgate's performance showcases its commitment to growth amid challenges, with innovative products and an expansive reach. However, the stock’s pricey valuation is a sore spot even though the shares are down almost 25% from their 52-week highs
Does Siemens’ India growth outlook justify its rich valuation?
With a strategic focus on renewable energy, Siemens Ltd is positioning itself for growth. Yet, concerns linger over its high valuation.
Can M&M’s new electric vehicles help it overcome industry hurdles?
The BE 6e and XEV 9e have bigger batteries, more powerful electric motors and better features than the XUV 400, and are priced attractively compared to rivals’ offerings. But can they surmount industry-wide challenges such as poor charging infra and weak resale value?
LTIMindtree readies recipe for $10 bn revenue, but near-term woes a spoilsport
LTIMindtree aims for $10 billion revenue by FY31-32 with a focus on Fortune 500 accounts and AI. But investor concerns due to near-term issues and merger integration challenges remain
Telcos to ring-in profit gains. Airtel leads the pack in September quarter
It was a foregone conclusion that Indian private telecom companies would do well in the September quarter (Q2FY25) thanks to the tariff hikes taken in July and the ongoing premiumization trend of SIM card upgrades. This has played out with aggregate wireless revenue for the three private telcos—Reliance Jio Infocomm Ltd, Bharti Airtel Ltd’s India arm, and Vodafone Idea Ltd—rising by 8% sequentially.
Bhargav - The startup school
3 个月Interesting