All time high valuations – will lead to an all time deep fall
Note: The content of this article is suitable for investors looking to deploy capital in equities for 3-5 years, or longer. I will try to answer why I am staying away from equities these days, and why you should too. I am not a trader and do not operate any trading desk. This in no way […]
Aarti Drugs Stock Analysis
Aarti Drugs Limited (“Aarti Drugs” or the “Company”) is engaged in the manufacturing of Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, Specialty Chemicals and also produces Formulations with its wholly-owned subsidiary – Pinnacle Life Science Private Limited. Products under APIs includes Ciprofloxacin Hydrochloride, Metronidazole, Metformin HCL, Ketoconazole, Ofloxacin etc. whereas Specialty Chemicals includes Benzene Sulphonyl Chloride, […]
Do PSU Stocks Offer Great Value?
The BSE PSU stocks index has massively underperformed the benchmark S&P BSE Sensex in the past five years. While the BSE Sensex has appreciated 49.4% (from 27079.51 to 40433.52), the BSE PSU Index has fallen 34.7% (from 6955.32 to 4535.22). The BSE Sensex now trades at 185% premium to the price-book (P/B) multiple of the […]
IPCA Laboratories Stock Analysis
IPCA Laboratories Limited (“IPCA” or the “Company”) is one of the world’s largest manufacturers and suppliers of over a dozen APIs. The Company’s product range includes pain management, cardiovascular medicines, anti-malarial, anti-emetic, antibiotic, analgesic, and anti-diabetic; and formulations for cough and cold therapy, skin problems, and problems with the central nervous system. The Company is […]
Understanding the stock market – a confluence of science, patience and luck
Back in 2014, at the peak of pessimism in stock markets there were hardly any takers for even the most marquee names in the stock market. Today’s Rs. 2300 share of Reliance was trading at 450. Infosys at 400 and HDFC Bank at 320 (both trading above Rs. 1000/ share today). These days things are […]
G G Engineering Limited Stock Analysis
CMP: 62.50 View: Buy G G Engineering Limited (“GG” or the “Company”) is the most well-established players in Gensets & Reverse Vending Machine (RVM) industry in India. A reverse vending machine is a device that accepts used beverage containers and returns money to the user. These machines are popular in places that have mandatory recycling […]
Garware Technical Fibres Stock Analysis
Garware Technical Fibres Limited (“Garware Technical” or the “Company”) is one of India’s leading players in the technical textiles sector. The Company provides innovative solutions in high-performance aquaculture cage nets, fishing nets, sports nets, safety nets, agricultural nets, coated fabrics, polymer ropes, and geosynthetics. The Company enjoys the advantage as its products for fisheries, aquaculture […]
Tech Mahindra Stock Analysis
Tech Mahindra Limited (“Tech Mahindra” or the “Company”) offers innovative and customer-centric information technology experiences. Tech Mahindra is $5.2 billion company with 123,400+ professionals across 90 countries, helping 981 global customers including Fortune 500 companies. The Company’s portfolio of services ranges from designing a strategy to delivering impact including: Infrastructure and Cloud Services, Integrated Engineering […]
Where Investors Should Park Their Money?
Even before the Coronavirus pandemic hit the world, the global economic output was on the downward trajectory with an expectation that the recession is just around the corner. Contrary to the macroeconomic factors, the equity markets across the globe were trading at extremely high valuations. The COVID-19 broke the momentum as markets crashed resulting in […]
All About Stock Selection Criteria
When selecting stocks, it is difficult to review the massive amount of data available from various sources for assessing equity fundamentals. Developing a good stock selection criteria for evaluating stocks can make this tedious task much less stressful. That being said, a bigger problem these days is to select a stock selection criteria. Just type […]