S H Kelkar – Proxy to FMCG Exposure
S H Kelkar – Proxy to FMCG Exposure Rs 190 In the past few quarters, sectors such as capital goods, infra, power, PSU, defence etc. have gone up several times leaving investors dizzy with confusion …
Kennametal India Ltd – An infra bet?
Kennametal India Ltd Rs 3250 Kennametal India Ltd (KIL) is a 75% subsidiary of Kennametal Inc USA and enjoys its parent’s support in R&D, technology and managerial guidance. The company maintains its accounting year from July …
Som Distilleries – A Heady Brew?
SOM DISTILLERIES Rs 315 Not too long ago, liquor consumption in India was done furtively under shadows, away from the public eye. Society looked down upon drinking as a sin and the government did its …
Medi Assist – A Proxy to Health Insurance Growth
MEDI ASSIST Rs 450 Domestic health insurance industry has been witnessing high growth and this trend is expected to continue for quite some time because of low penetration of health insurance in India, rising awareness …
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Ethos Ltd – A Luxury Retailing Company
Luxury watch market has a long runway of high growth in India. As per Technopack, the market for luxury watches is expected to grow to over 17000 cr per annum by 2028 from around 6000-7000 …
Sky Gold Ltd – Will it glitter?
Direct positive correlation between prosperity and higher discretionary spending is set in stone. Across the world, as incomes grow, expenses on cars, white goods, jewellery, luxury items rise. India is going through this phase of …
Delta Corp – Investment or Gamble?
Investing in stocks is considered equivalent to going to a casino by many. How would then investing in a stock which runs casinos be viewed by them? Russian roulette perhaps! While this is certainly not …
DCB Bank
The business of banking is simple. 1) Borrow cheap 2) Lend high 3) Grow at high rate 4) Recover the money lent. The basics of these facets are briefly discussed below: – 1) BORROW CHEAP …
Embassy Office Parks – A Quasi Debt Opportunity
Net commercial leasing (gross leasing minus exits) is presently weak in India because of slowdown in IT industry and continuation of work from home (WFH) model. Global Capability Centres (GCC) are filling some of these …
Zen Technologies – A Defence Sector Opportunity
How much of success can be attributed to effort and how much to luck has been debated since ages. But the fact that enduring fortune favors the brave, the prepared, the hard worker is undisputed. …