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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
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.
Goldiam International – Diamonds are Forever
Diamonds are aspirational. Diamonds are forever. Diamonds are a girl’s best friend.Diamonds are also expensive. Diamonds are a poor investment. Diamonds are not ESG friendly. Enter LGD (lab grown diamonds) which have the same characteristics
KDDL – Times of Luxury
As per past global data, consumer spending especially in the high-end luxury segment explodes as a country’s per capita income rises from lower middle to upper middle income level. India’s present per capita income is
SAREGAMA – Sound of Music
At first glance, there seems to be no similarity between the science based pharmaceuticals industry and the fine arts based music industry. Surprisingly, there is one characteristic that makes their business model eerily similar viz
NIIT Ltd and Reskilling Opportunity
Advent of Generative Artificial Intelligence (AI) and Data Science is being considered by some experts to be as world changing as the transition from horses to cars. Time will tell whether human life changes as
