Company Data
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 Feb, 2010
Name
Qty
CMP
Value [...]
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 are very [...]
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 the [...]
Manjushree Technopack – In depth snapshot
We covered Manjushree Technopack recently and the stock has shown a pretty good movement since then (as was expected). MTP (Manjushree Technopack) is one of the companies we have loved to work upon. Together with Donald and his esteemed team, we had collected all the data and did some very useful research and compared the same with [...]
Manjushree Technopack (MT)
This was the article in “Economic Times” which specially attracted Dad. At number one, in respect of brand value, it was none other than Coca-Cola, and on a bit of research, it was revealed that Manjushree Technopack (MT) was providing bottling services to them. Yeah, it became an instant favorite :D .
MT is a packaging solutions provider with an experience of [...]
Excellent Q2 nos from Shilpa Medicare
Shilpa Medicare (reviewed on July 26) has posted fantastic Q2 nos. Few highlights are:
Approx 54.00% rise in standalone turnover YoY & 24.20% rise QoQ.
Approx 77.57% rise in standalone OPM YoY & 20.33% rise QoQ.
NP = 12.62 Cr resulting into an EPS of 5.74.
OPM very healthy around 31-32%.
The loss in the subsidiary has narrowed down substantially.
The [...]
Warm up to Q2 results
Quarter two results are are almost there, and we will keep our eyes on the stocks which are undergoing expansion and have come out with good Q1, yet available at cheap valuations. Focus sector is the pharma sector (as it is in the pink of health) and here are two stock ideas:
Ahlcon Parentals: The company [...]
Siemens Healthcare
I came across this very interesting stock idea and I think we all should dig into it more and accumulate on declines.
Background:
The company was earlier known as Bayer Diagnostics. Siemens group took over this company last year.
Positives:
Tiny Equity capital of just 1.57 Cr hence at CMP of 1100 – Mcap of 165-170 Cr is not [...]
Changes in Promoter Holding
Promoter’s Holding form a very important part in the stock analysis. Stocks with large Promoter Holding generally shows that a business is run by a family.
The factor that usually works in favour of companies with large promoter holdings is the fair amount of confidence in the promoters. The reason is that promoters are holding a [...]
CHI Investments – proposed merger impact
Dear Friends,
RPG group has proposed the merger of the listed finance cos viz. CHI Investments, Summit Sec, Octave Investments, Brabourne Ent with RPG Itochu Finance. As per the preliminary analysis, I feel the scheme and ratios are unjust to the shareholders of CHI Investments.
There are two issues in this amalgamation:
1) RPG Itochu Finance Ltd shouldn’t [...]
