Everytime there is a bull run in the market, it revives the debate around Active vs. Passive investing. This is because Index funds are most popular at the peak of
INVESTMENT THESIS Revised and from date of Original Publication: 16 July 2023 for news on Special Dividend ASTER DM has a unique business model with a presence in India’s growing
Until about a decade back, FMCG and pharma stocks were considered the most lucrative investment options. Over the past 10 years however, pharma stocks have underperformed the broader markets. The
Unitech got into financial constraints and mismanagement as has been alleged sometime from 2013-2014 onwards, which resulted in non-delivery of sold units to the Homebuyers. This followed litigation at various
VALUATIONS We maintain a positive view on Mold-Tek Packaging. Our Call – Buy We expect a 36% upside due to the company’s earnings being at an inflection point. Mold-Tek Packaging
Valuations- The company has guided for 1200 cr revenue and 16-17% margins in FY 24, at current valuations available at 4.73X Book and 36X EBDITA for FY 23. If the
SEBI Registered Investment Advisor INA100004608
