Company Data
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 [...]
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 [...]
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 [...]
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 [...]
