Indian IT Stocks – Industry wise Revenue and Exposure
Much against the overall market trend of are super expensive valuations, large cap IT Stocks are optimally poised and are likely to provide green shoots going forward. Nifty PE Ratio (28 July 2015) 23.21 Average PE Ratio for top 5 IT companies (5 year average) 20.43 Average PE Ratio for top 5 IT companies (Current […]
Infibeam – IPO Review
Key Facts: [1] Integrated Business Model – Infibeam Limited (“Infibeam” or the “Company”) operates in the following divisions: Infibeam BuildaBazaar (BaB) – an ecommerce platform which provides cloud-based and customizable digital solutions and other value added services to enable merchants to set up online stores. As of March 31, 2015, the Company had 33,489 registered merchants on the […]
Why Indian Aviation Stocks Will Not Make You Money?
Indian Aviation Sector Overview While airlines like Indigo are still hopeful of a successful IPO, if the performance of current aviation stocks is anything to go by, not a single airline has generated any positive shareholder returns over the last many years. While Federation of Indian Chambers of Commerce and Industry (FICCI) expects that the […]
Cafe Coffee Day- IPO Review
Key Facts: [1] Diversified Business – Coffee Day Enterprises Limited (“Coffee Day” or the “Company”) operates in the following divisions: Coffee and related businesses – Cafe Coffee Day (CCD), Cafe Coffee Day Lounge, Cafe Coffee Day Square, Coffee Day Xpress, CCD International and coffee vending machines; Leasing of commercial office space – Technology parks and Special Economic Zone […]
L&T Finance Holding Stock Analysis
L&T Finance Holding Limited (“L&T Finance” or the “Company”) is promoted by one of India’s leading construction companies- Larsen & Toubro (L&T). L&T Finance is registered with the RBI as an Non Banking Financial Company (NBFC) and a Core Investment Company (CIC). The Company offers a comprehensive portfolio of financial products and services through its […]
Vedanta Cairn Merger: The Good, Bad and the Ugly
VIDEO UPDATED AS ON 22 JULY, 2015 Ever since news of Vedanta Cairn merger started doing rounds in brokerage houses and among the helpless retail investor community, analysts and experts have given all sorts of views on things ranging from valuation to regulation. This is typical of big mergers. On the one hand, PR firms […]
Unitech Limited – Stock Analysis
Unitech shares crashed 35.27 % on June 03, 2015. Speculations that lenders were planning to sell off pledged shares of the promoters led to this massive decline in share price. While 90.32 % of promoter’s equity is pledged (as on 31 March, 2015), the promoters on have denied any sale / prospective sale from any lender. […]
Tech Mahindra Limited – Stock Analysis
Tech Mahindra Limited (“TechM” or the “Company”) operates mainly in two sectors – Telecom business and Enterprise Solutions business. Telecom business provides: (1) consulting-led integrated portfolio services to telecom equipment manufacturers and telecom service providers; (2) IT infrastructure services, business process outsourcing as well as enterprise services to various industries such as banking, financial services and insurance (BFSI), […]
Why Companies Do Rights Issues and Should You Subscribe?
What is Rights Issue Offering? Rights Issue is one of the many ways in which a company raises capital by issuing new equity shares. Unlike other means of raising capital, in a rights issue, new shares must be offered to the existing shareholders of the company in proportion to their holding on the date on […]
Colgate vs. Procter & Gamble – Market Positioning Analysis
India offers huge potential growth opportunities to global companies like Procter & Gamble (P&G) and Colgate-Palmolive being one of the fastest-growing consumer markets. According to Deloitte, factors which drive India’s growth are: Young demographic profile Rise in India’s middle class Rising income level of the Indian middle class By 2020, Deloitte expects India to be the world’s largest middle […]