Nifty Results Analysis – Q3 | 2016
Yesterday we analyzed earnings trend for constituent companies of the S&P CNX Nifty. On year-on-year basis (Q3 2015 to Q3 2016) earnings showed a growth of 5.0%. In comparison, average stock prices went down by 7.5% during the same period*. * Based on stock prices as on 1st January for each year. Current PE Valuation of the Nifty = 19.46 Excel […]
Britannia Industries Stock Analysis
Britannia Industries (‘Britannia’ or the ‘Company’) is one of the leading FMCG Company in India, delivering products in over 5 categories through 3.5 million retail outlets. The primary business segment of the Company – (i) Bakery products – Biscuit, Bread, Cake and Rusk (ii) Dairy products – Milk, Butter, Cheese, Ghee, Dahi, Milk-based ready to drink […]
Dabur India Stock Analysis
Dabur India Limited (“Dabur” or the “Company”) is the fourth largest FMCG Company in India with Revenues of over Rs 7,073 Cr. The Company operates in key consumer products categories like Hair Care, Oral Care, Health Care, Skin Care, and Home Care & Foods. Leadership Position Dabur Honey – 75 % market share Dabur Chyawanprash – […]
Titan Stock Analysis
Date: 8 January 2016 Price Rs. 340 View: Buy Titan Company Limited (“Titan” or the “Company”) manufactures precious jewellery under the Tanishq brand name and is a market leader in the organized jewellery market with a market share of ~ 5%. The Company has done particularly well to eat into the market share of unorganized jewellery segment […]
Schneider Electric Infrastructure Stock Analysis
Schneider Electric Infrastructure India Limited (“Schneider Electric” or the “Company“) is a subsidiary of Schneider Electric Singapore Pte. Ltd and is engaged in the business of power transmission and distribution. The Company’s products include transformers, electrical equipment and components (switchgears), ring main units, and automation. Schneider Electric Product Offerings Transformers Switchgears Substation Automation (Smart Grids) […]
Which Cement Stocks Should You Buy?
With nearly 390 million tonnes of cement production capacity, India is the second largest cement producer in the world (after China) accounting for about 8 % of the total global cement production. Large cement plants account for 97% of the total installed capacity in India. By 2020, cement production in India will reach 550 million […]
Larsen & Toubro (L&T) Stock Analysis
Price – Rs. 1,285 (After adjusting for June 2017 Bonus- 1764)** 16 December, 2015 VIEW – BUY Larsen & Toubro Limited (“L&T” or the “Company”) has business interests in sectors ranging from engineering, construction, manufacturing, information technology and financial services. It has a dominant presence in India’s infrastructure, power, hydrocarbon, machinery and railway-related projects. ► […]
Quick Heal IPO Analysis
Disclaimer: The article below should not be taken as a buy/subscribe view on the upcoming Quick Heal IPO. Particularly, in the absence of pricing / valuation, assessment of the issue will be in vain. The article below presents an overview of the upcoming IPO. I am bullish on stocks in the internet space. About the Company […]
D-Link India Stock Analysis
D-Link India is engaged in the marketing and distribution of networking products in India and SAARC region. The Company’s product offerings extend across all areas of network infrastructure including switches, security cameras, wireless routers, IP surveillance, and structured cabling. D-Link India is a subsidiary of D-Link Corporation (Parent), a Taiwanese company which (indirectly) holds 51.02% […]
NESCO Stock Analysis
Price – Rs. 1,638.10 18 November, 2015 VIEW – BUY Diversified Business Operations Nesco Limited (“Nesco” or the“Company”) operates in four businesses: IT Park; Bombay Convention & Exhibition Centre (BCEC); The Industrial Capital Goods Division, Indabrator; Hospitality Division. IT Park – cater to companies engaged in software, BPO, call centers and other IT and ITes activities. […]