HEG Ltd – Turnaround Times?
HEG Ltd. Rs. 2435 Truth is elusive. It hides behind the fog of fuzzy data, distorted facts, faulty logic, wrong correlations, personal biases etc. But however tough it may be, it is necessary to form …
Stock Discussion
Krystal Integrated – Clean Way to Growth
Krystal Integrated Services Rs 800 ‘Nobody gives a damn about maintenance as long as something is well maintained’. This was a wry quip from an underappreciated hard-working manager of a facility management company. Tough as …
Borosil Ltd – Will The Outperformance Continue
BOROSIL LTD Rs 415 Nobody knows a company better than its management. Average managements knowingly over-commit and under-deliver. Great managements under-commit and over-deliver. But sometimes a company can outperform without its management being aware of …
COCHIN SHIPYARD – Destiny In Its Own Hands
COCHIN SHIPYARD LTD Rs 2400 Not many people would have heard the name Neeraj Chopra before he won the Gold Medal in 2020 Tokyo Olympics though he had been holding India’s national record since 2015. Fame …
PCBL – 5x Profits in Next 5 Years
What does an investor’s textbook dream company look like –market leader, reasonable valuations, low debt, great management, good industry, high growth prospects, stable/growing margins. The list could be expanded but then it would probably be …
Narayan Hrudalaya – An Interesting Pivot
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 …
Sky Gold – Will It Glitter More
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. …
GMR Airports Infra – An Alternative Aviation Bet for the Intrepid
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 …
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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 …