Trump Tariff Trauma
Trump has done what many are describing as ‘worse than the worst imagined’. The quantum of tariffs is so high that almost the entire world trade with the US becomes unviable. Economies of all countries …
Gokaldas Exports – Constrained By Capacity
Gokaldas Exports Rs 815 Indian apparel export industry is sitting at an inflection point with global supply chains shifting from China, Bangladesh, Vietnam etc to India, gradually but surely. Any company which can grab this …
A Cognitive Mistake Not To Be Repeated In Future
Trailing 5 Year, 3 Year and 1 Year returns are strong indicators of future returns. As a thumb rule, other factors remaining constant, equity returns are commensurate with nominal GDP returns. In Indian context, nominal …
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Tata Consumer Products – Taking A Pivot
Tata Consumer Products Rs 965 Tea and Coffee companies have been around for decades but have not been wealth creators as these are by and large low growth commodity businesses which go up and down …
IGIL – Past Perfect Future Uncertain For This Global Duopoly
IGIL Rs 570 IGIL is a 50 year old company engaged in the business of certification of natural diamonds, lab grown diamonds (LGD), coloured stones and studded jewellery. It is the second largest certification agency in …
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BASF – Change In Stance to Wait & Watch
BASF Rs 5600 BASF was discussed on 9th October 2024 at a price of Rs 8500 as a potentially decent performer if certain positive triggers played out. Post the Q2FY25 results on 12 Oct 2024, company did …
J M Financial – To Be Or Not To Be
J M FINANCIAL Rs 140 Valuation of non-cash generating assets like art, gold, unrented real estate, vintage cars, crypto etc depends mainly on the push and pull between demand and supply which in turn is …
Bajaj Housing Finance Rs 135 – A Long Term Bet
Bajaj Housing Finance Rs 135 There is growing need for housing in India as the young population leaves semi urban, Tier 1, Tier 2 cities and migrates to larger cities for jobs. This trend is …
Narayana Hrudalaya Rs 1250 – Stance Changed To ‘Only For the Patient Investor’
Narayana Hrudalaya Rs 1250 Narayana Hrudalaya (NH) is one the most trusted names in healthcare having significant market share in cardiology, oncology and nephrology. It has 5789 operational beds as on September 2024 spread over …
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Goldiam International Rs 360 – Stance Changed To ‘Not Sure’
Goldiam International Rs 360 Almost exactly an year back, in November 2023, Goldiam International was discussed, then at market price of Rs 160. It has more than doubled to Rs 360 today. But now the …
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