Stock Analysis of Dr Reddys Laboratories Limited
The factors considered below present stock analysis of Dr Reddys Laboratories Limited. For a financial report: visit here – Dr Reddys Laboratories Limited. WHAT’S DRIVING THE STOCK Strong financial position Dr Reddy’s Laboratories Limited (“Dr Reddy” or the “Company”) has grown consistently over the last few years and continued to expand its operation despite the subdued […]
Asian Paints Stock Analysis
Asian Paints Limited (“APL” or the “Company”) operates in Decorative Coatings and Industrial Coatings segments across India and in the geographies of Asia, Middle East, Caribbean and South Pacific Islands through its subsidiaries and joint ventures. Decorative paints account for over 75% of the overall paint market in India and include wall finishes for interior […]
Gaming Industry in India
The factors considered below present an overview of the gaming industry in India. The analyses below are based on the circumstances of Delta Corp Limited which runs the largest casino operations in India. WHAT’S DRIVING THE STOCK Rising internal consumption and favorable demography Over the last few years, domestic consumption in India has kept the economy insulated from […]
Tata Motors stock analysis
The factors considered below present an overview of the Indian Automobile Industry in general and stock analysis of Tata Motors in particular. Tata Motors operates in 2 business segments – Automotive Operations and Others [1] Automotive operations accounted for 99.5% of the total revenues in FY 2015. The Company’s automotive operations segment is further divided into Tata and other brand vehicles (including […]
ONGC Stock Analysis
Performance of the oil and gas sector in India has a significant impact on the broader economy. With deregulation of petrol prices, prospective reforms in the oil and gas sector and rising energy needs, driven mainly by urbanization, companies in this sector are poised for good growth over the next few years. The factors considered below present an overview […]
Hostile Takeover defenses in India – Business Judgment Rule
Hostile takeovers in India are not very common. The use of advanced takeover defenses is hardly ever required and directorial conduct in such situations never comes under any serious scrutiny. Sometime back, I wrote about the standard of conduct required of board of directors in India (click here to view the post). The post elaborates on that and […]
Cipla Stock Analysis
Unlike the real estate or automobile sector, healthcare sector is not as vulnerable to economic fluctuations. Despite the fragile global economic environment over the last few years, Indian Pharmaceutical companies have seen good growth and the industry is on the threshold of becoming a major global market by 2020. The factors considered below present an overview of […]
Disinvestment in Public Sector Enterprises
Over the years the public sector has played a central role in enabling India to accomplish the national objective of self-reliance. It is therefore natural to feel uncanny about the idea of disinvesting, specifically, when the issue is of disinvesting profitable Public Sector Undertakings (“PSUs“). Those who support the idea of disinvestment in public sector enterprises claim that dis-investing […]
Offer Document-SEBI’s Publicity Restrictions
This is the part 2 of – this article on ICDR Regulations Let’s take the example of Confused Publicity Limited (“Issuer”). The Issuer is a media company primarily engaged in the business of writing about the lifestyle of the rich and famous and regularly features celebrity interviews in many of its magazines. Many of its clients are famous […]
Price Earnings Ratio Method–Standalone and consolidated Methodology
The Price Earnings Ratio Method is one of the most basic and widely used methods for valuing companies. In this approach, the price of a company’s share listed on an exchange is divided by its reported Earnings Per Share (“EPS”). The Price to Earnings Ratio thus derived is compared with the industry PE Ratio to determine if there is […]