Havells India Stock Analysis
IN FOCUS BEFORE FY 2016 RESULTS PRICE: Rs. 342.75 VIEW: BUY Havells India Limited (“Havells” or the “Company”) is a leading Fast Moving Electrical Goods (FMEG) Company with a strong global footprint. Havells is India’s second largest manufacturer of domestic and industrial cables with an annual manufacturing capacity of 11, 50,000 kms of cable. The […]
Performance Update – Budget Day Stocks Recommendation
On the budget day I had recommended A TOTAL OF 10 stocks the video link (of the first part) of which is linked above. Here is a performance monitor for those stocks recommendation: Stocks Price on 29th Feb 2016 Price on 13th April 2016 Change (%) IDBI 56.2 70.15 24.82% ACC 1195 1470.5 23.05% Dhanuka Agritech 528 647.05 […]
Pidilite Industries Stock Analysis
Pidilite Industries Limited (“Pidilite” or the “Company“), together with its subsidiaries, manufactures consumer and craftsmen products, and specialty industry chemicals in India and internationally, (most famously it makes the Fevicol brand). The Company’s product range includes adhesives, construction and paint chemicals, automotive chemicals, art materials, and industrial & textile resins. The Company has 19 manufacturing […]
Siti Cable Network Stock Analysis
This article is based on a subscriber query on ‘investment potential in Siti Cable Network’. View: I have no views on this. Siti Cable Network Limited (“Siti Cable” or the “Company”) is one of India’s leading Multi System Operator (MSO). The Company offers the following services: Analog Cable – provides cable services in India’s 250+ key […]
Top 5 Blue Chip Stocks to Buy Right Now
Over the past 6 years, a majority of blue chip stocks have remained range bound. Naturally, the broader markets have gone nowhere. Not only is this unusual, it has resulted in sound investing principles being questioned by the most well educated investors. Micro caps, and small and mid caps are now almost treated as best […]
Indian Infrastructure Sector Analysis
The Indian Government has identified infrastructure as one of the key drivers of economic development in the country. The infra sector continues to suffer with the high concentration of poorly performing assets and lower-than-expected returns. Infrastructure sector Breakup (for the purpose of this article) Roads & Highways Power Railways Ports Water & Solid Waste Management […]
Dhanuka Agritech Stock Analysis
Current Price: Rs. 555.05 Disclaimer: I gave a buy call on this stock on 29th February 2016 on the Union Budget show on BloombergTvIndia Indian Agrochemical Sector – India is the fourth largest producer of crop protection products globally, after the United States, China and Japan. Exports account for ~50% of the total production of agrochemicals in the […]
IDBI Bank and SBI – Top PSU Banks at Current Prices
Just before the union budget, I recommended 2 PSU banks that you could buy – IDBI Bank and State Bank of India (SBI). Click the video below: DATE: 29 February 2016 Watch 6:20 Onward. Of course I have been negative on PSU Banks for 4 years. Let me take you back a few years […]
ONGC Stock Offers Pure Value at Current Price
At Rs 190/ share, Oil & Natural Gas Corporation Limited (ONGC) remains one of my strongest buy ideas in the current market environment. ABOUT ONGC ONGC is the second largest oil and gas exploration and production company in the world and ranks 23rd among leading global energy majors. The Company’s primary business includes exploration and […]
Hindustan Unilever Limited (HUL) Stock Analysis
Hindustan Unilever Limited (“HUL” or the “Company”) has its presence in five segments. Soaps and Detergents segments comprises categories of Soaps, Detergents and Household Care, Personal Products segment includes categories of Skin Care, Hair Care, Oral Care, Colour Cosmetics and Deodorants. Beverages segment covers Tea and Coffee. Packaged foods segment includes Culinary and Bakery Products, […]