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Narayan Hrudalaya – An Interesting Pivot

July 16, 2024 July 16, 2024

NARAYAN HRUDALAYA Rs 1250 Surprisingly one area where India ranks much higher than developed countries like UK, USA etc is medical facilities. Anyone who has family or friends staying in these countries would know that …

Narayan Hrudalaya – An Interesting Pivot Read More »

Sky Gold – Will It Glitter More

June 26, 2024 June 26, 2024

SKYGOLD Rs 1650 It is an 18 year old B2B jewellery maker mainly supplying 22k light weight jewellery to brands like Malabar, Kalyan, Joylukkas, Senco, Thangamayil etc. Company is in talks with Tanishq for supplies. …

Sky Gold – Will It Glitter More Read More »

GMR Airports Infra – An Alternative Aviation Bet for the Intrepid

June 11, 2024 June 11, 2024

GMR Airports Infra Rs 87 As per industry observers, air passenger traffic for domestic airlines is expected to grow by 14-15% for the next several years. Unsurprisingly, investors are excited. An industry with prospects of …

GMR Airports Infra – An Alternative Aviation Bet for the Intrepid Read More »

S H Kelkar – Proxy to FMCG Exposure

June 1, 2024 June 1, 2024

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 …

S H Kelkar – Proxy to FMCG Exposure Read More »

Kennametal India Ltd – An infra bet?

May 25, 2024 May 26, 2024

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 …

Kennametal India Ltd – An infra bet? Read More »

Som Distilleries – A Heady Brew?

April 13, 2024 April 13, 2024

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 …

Som Distilleries – A Heady Brew? Read More »

Medi Assist – A Proxy to Health Insurance Growth

March 21, 2024 March 21, 2024

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 …

Medi Assist – A Proxy to Health Insurance Growth Read More »

Ethos Ltd – A Luxury Retailing Company

February 19, 2024 February 19, 2024

 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 …

Ethos Ltd – A Luxury Retailing Company Read More »

Sky Gold Ltd – Will it glitter?

February 3, 2024 February 3, 2024

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 …

Sky Gold Ltd – Will it glitter? Read More »

Delta Corp – Investment or Gamble?

January 31, 2024 February 1, 2024

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 …

Delta Corp – Investment or Gamble? Read More »

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