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 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 …
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 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 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 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 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 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 »
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 …
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 …
