Stocks
Poly Medicure
Poly Medicure is one of our favourite small cap stock which has carved out a niche for itself and has grown well over the last few years. The company is the one of the biggest exporter of IV Safety Cannulae and other healthcare disposable products. This business segment is always growing and with development of [...]
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 [...]
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 [...]
Few Updates
Refer to our earlier posts, we were quite optimistic on selected pharma sector stocks. Albert David: Has risen from 70 levels to 130. Fresenius Kabi: Has risen from 70 levels to 113. Shilpa Medicare: Mentioned at our blog @ 90, is trading at 190 now. I hope our readers had acted on the calls and [...]
Asian Hotels
About Asian Hotels: · They operate three 5 star deluxe category hotels. Locations: Delhi, Mumbai & Kolkattta. · They operate the Hyatt Regency brand on the above three locations. The stock is still undervalued based on the following logics: · The hotel sector is also recovering with the upturn in the economy. Going by the [...]
IST Ltd
IST Ltd is little known and highly undervalued real estate story. The company has 28.41 acres of land at Dundehra (Udyog Vihar), Gurgaon, at a distance of 5 Kms from New Delhi International Airport. The company had tied up with Unitech Developers & Projects Ltd (‘UDPL’) to develop an IT SEZ. The project is designed [...]
Delivering on Q2 expectations
Most of the stocks we have discussed till now have done very well in Q2 nos. In reference to the post on the pre Q2 stock ideas : , both the companies have done well. Ahlcon Parentals: http://www.bseindia.com/xml-data/corpfiling/announcement/Ahlcon_Parenterals_India_Ltd_311009_RSt.pdf The company seems to be back to decent profitability. The expected growth may come up by next [...]
Suprajit Engineering
“I am more confident today, than a year ago, that Suprajit is better prepared” - Managing Director , Suprajit Engineering Ltd. Hi Friends, Keep a tab on this company. This is a good company in a good sector with very good long term prospects. The company is known for it’s leadership position in the automotive cable market – [...]
Majestic Auto
Hero Honda has once again come out with brilliant performance. I have been missing investing into this company for quite some time. Another beneficiary of the stock price of Hero Honda is Majestic Auto. Majestic holds 16.25 lac shares of Hero Honda valued at 262 Cr, as of today, while it’s own M Cap is [...]
Jaihind Projects – Report
Friends, I had released a formal report on the company today. Download the Report Views Invited.
