Archive for February, 2010
BNK Capital – Hidden deep value
BNK Capital is a small finance company with experience of over several decades. The company provides brokering services across the various products such as equities, commodities etc and serves several HNIs and corporates. The interesting part is the market value of the investment the company holds. Some of the major investments are: As on 18th [...]
Balkrishna Industries – Not just any regular tyre company
Its logical not to go for tyre companies as long term investment as the business model is not very attractive cause: 1. No competitive edge hence no pricing power and high competition 2. ROCE are low This is where Balkrishna Industry (BKT) stands out. This company has had a spectacular track record of: 1. Growing [...]
Jaihind Projects – Update
There’s a whole ocean of oil under our feet! – Plainview in “There Will Be Blood” (Oscar Winner) We had recommended the stock earlier on our blog here. Though the stock is up more than 65% now, it still has a lot of potential. The company had held an analyst meet yesterday and the updates [...]
Post Demerger impact of Asian Hotels – Unlocking the hidden value
Hi friends, this is exciting! Asian Hotels (which we recommended recently for its demerger news) has filed a document with BSE detailing the post-demerger financial aspects including the post-demerger balance sheet of the three new companies. We were flirting with the data to guess the post demerger scenario and here are the possibilities (provided in [...]
Update on Q3 nos
“Its’ the work on your desk…It’s the work on your desk. Do well with what you already have and more will come in.” – Charlie Munger Dear Friends, This post is to bring an update and review of all the stocks discussed till now. Performance till now: S.NO SCRIP NAME Date of Recommendation Price of [...]
