Zen Technologies – A Defence Sector Opportunity
How much of success can be attributed to effort and how much to luck has been debated since ages. But the fact that enduring fortune favors the brave, the prepared, the hard worker is undisputed. …
Stock Discussion
Goldiam International – Diamonds are Forever
Diamonds are aspirational. Diamonds are forever. Diamonds are a girl’s best friend.Diamonds are also expensive. Diamonds are a poor investment. Diamonds are not ESG friendly. Enter LGD (lab grown diamonds) which have the same characteristics …
KDDL – Times of Luxury
As per past global data, consumer spending especially in the high-end luxury segment explodes as a country’s per capita income rises from lower middle to upper middle income level. India’s present per capita income is …
SAREGAMA – Sound of Music
At first glance, there seems to be no similarity between the science based pharmaceuticals industry and the fine arts based music industry. Surprisingly, there is one characteristic that makes their business model eerily similar viz …
NIIT Ltd and Reskilling Opportunity
Advent of Generative Artificial Intelligence (AI) and Data Science is being considered by some experts to be as world changing as the transition from horses to cars. Time will tell whether human life changes as …
Zomato – A Healthy Bite?
Entertainment, Travel, Luxury purchases, Eating Out/Ordering-in, etc. These aspirations accompany rising incomes across the length and breadth of the globe. And this universality gives investors of developing economies an opportunity to foresee the consumption patterns of …
How BSE Is Trying To Regain Its Mojo
BSE celebrated its 149th Foundation Day on 10th July 2023 with perhaps much more enthusiasm than in the past couple of decades when it kept losing market share to the new more efficient, tech savvy …
Dreamfolks – Can it be a proxy for high consumer and premiumization spending
Most air travellers would have availed lounge access in domestic and international airports through their debit or credit cards. They would also have correctly figured that card issuing entities like HDFC Bank, SBI, ICICI etc …
Dreamfolks – Can it be a proxy for high consumer and premiumization spending Read More »
Could Biocon Lead a Pharma Rally
Indian pharma industry saw its sunny days between 2010 and 2015 when drug patents worth $100 expired. Indian companies saw phenomenal growth due to generics exports. The Nifty pharma index went up 4x during this …
Is Paytm a Worthy Bet
Paytm is synonymous with digital payments and is one of the leading players for digital transactions in India. Earlier, its revenue streams were fluctuating but with passage of time, they have become crystallized into following …