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Fredun Pharmasuticls - Another Caplin in the Making?
Fredun Pharmaceuticals was started in the 90’s and was originally a contract manufacturing company , it has grown and come a long way and now contract manufacturing is only about 2% of the sales of...
View ArticleHindustan Adhesive Ltd- Mispriced bet with strong growth visibility?
Hindustan Adhesive Ltd (CMP- Rs.70 ; MCAP- 35 Crores ; EV- 87 Crores) Company Brief Established by Mr. Madhusudan Bagla, a first generation entrepreneur, pioneered self-adhesive water based Carton...
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Chalet Hotels - Playing on discretionary spend
Hoteling company from the stable of K Raheja group, Chalet Hotels Limited (CHL) is an owner, developer and asset manager of high-end hotels in key metro cities in India. Company has 6 hotels, 1...
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Diamines and Chemicals Ltd - Navigating for a long-term growth
Intro: Diamines and Chemicals Ltd (DACL/Diamines) is a Vadodara-based based speciality chemical player and is the one of few manufacturers of ethyleneamines in India. The company enjoys barriers to...
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Majestic Auto - An Undiscovered Real estate/Facility Mgmt Stock
Hello everyone , hope you are fine and in good health this is my first post in VP. Over the years i have learnt a lot from this forum as well another kinda predecessor forum (he now runs a famous pms...
View ArticleTotal Transport - A big emerging story
Total Transport is listed in NSE Emerge SME platform. Total Transport Systems came with an IPO on July 25, 2017. It offered 3.78 million shares at fixed price of Rs 45 per share of face value of Rs 10...
View ArticleJ Kumar Infraproject : Next Mumbai metro super star?
My blog: https://www.smallcapvaluefind.com/2020/06/j-kumar-infraproject.html Hi All - I have recently joined VP and glad to be part of this family. I have been in the stock market for the last 10yrs...
View ArticleWelspun Corp - A solid Saudi Order book
#WELSPUNCORP Starting a new thread since there was no thread for the Said company. These notes are not mine sharing only for educational discussion : Crude from a high of $60 in Jan, 20 crashed to $20...
View ArticleUsing the Ben Graham and Buffet formula to build a portfolio during the downturn
Hey guys, New member here and also just getting started with investing. Was waiting for a downturn for a while and was mostly invested in debt till now. Slowly converting the debt to equity positions....
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Gujarat Themis Biosyn Ltd - Bulk Drugs growth momentum
Intro: https://www.screener.in/company/506879/ Market Cap: 290.21 Cr. Current Price: 199.75 52 weeks High / Low 205.00 / 31.40 Book Value: 29.05 Stock P/E: 12.26 Gujarat Themis Biosyn Limited (GTBL),...
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KEI Industries Ltd - A consistent performer over the last decade
Note: Starting this thread as the previous thread is locked and the mods do not want to open it. About the company: “KEI Industries Limited is amongst India’s top three wire and cable manufacturers,...
View ArticlePrataap Snacks Ltd - Set for a crunchy bite!
Prataap Snacks is one of the top players in the Indian snack food companies in terms of revenue and amongst the fastest growing company in the organised snack market. The company sells its product...
View ArticleHexaware Delisting
Hexaware Limited Special Situation Play Situation: Voluntary Delisting. Offer Price: Rs 285/- share. Floor Price: Rs 264/- share. CMP: 321/- share. 52week High/Low: 455.70/201.70 Shareholding pattern:...
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ICICI Lombard - Quality franchise in under penetrated industry
About the company: ICICI Lombard is one of the largest general insurance company in India based on Gross Direct Premium Income in FY19. It was founded as a JV between ICICI Bank and Fairfax Financial...
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Bharat Parenterals - Small cap pharma with multi-year growth potential?
Hello all, this would really be my first post here at VP… would request others to chime in with observations. Quick summary: This company is growing profits at decent pace of around 15-20% and trading...
View ArticleBeginner portfolio (kumar)
Rain Industries Procter & Gamble Hygiene Jubilant Foodworks PVR IDFC First Bank Bharat Rasayan Ltd HDFC Bank Bajaj Finserv Maruti Suzuki TTK Prestige Dixon Tech Reliance Industries V Mart Retail...
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Float Businesses in India
Hello guys, I am starting this thread to find what are some Float businesses in India. It will be very helpful if you guys could share some name here. Let me start with some: All insurance business...
View ArticleCrane Infra- Amaravati play in Infra
There is a small company called Crane Infra from Guntur, Andhra Pradesh where the new capital city of AP- Amaravati is being built. The promoter is the son of the uneducated 1st gen entrepreneur Mr....
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Rossari Biotech Ltd - Promising IPO!
Hi everyone, I wanted to discuss an upcoming IPO - Rossari Biotech which looks really interesting given recent market share gains, relatively smaller size and its unique flexible chemical...
View ArticleICRA- The Indian Moody's?
ICRA is a credit rating agency in India similar to CRISIL and CARE. The promoter of ICRA is Moody’s, one of the big three in international credit ratings. There has been a lot of discussion on CRISIL...
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