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 …
Stocks Discussion
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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Sona BLW – Can It Electrify The Portfolio
SONA BLW Rs 700 First up, a riddle – Is there anything common between diverse Indian industries like Information Technology, Pharmaceuticals, Private Banks, Motorcycles, FMCG? Well, each of these industries enjoyed huge secular tailwinds for …
Safari Industries – Aspiring To Travel Far
Safari Industries Rs 2550 One of the most secular trends in an economy like India is consumerism. While there may be ebbs and flows in this cycle but the long-term trend is undeniably up. Data …
BASF – Positive Triggers Could Play Out
BASF Rs 8500 BASF Ltd is a German MNC with the parent holding 73% equity. It operates in 6 verticals – Agri Solutions with FY24 PBT contribution of 54% (40% in FY23), Industrial Solution with …
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 …
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 …