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, […]
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 […]