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Sandhar Technologies - An emerging market leader
I came across a really interesting story in the auto-anc space, and wanted to share it with board members. What do they do? Sandhar Tech. started in 1987 as a sheet metal supplier to Hero. Since then,...
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Latent View Analytics Ltd : Indian Analytics For Data Of World
Latent View Analytics Ltd provides analytics services such as data and analytics consulting, business analytics & insights, advanced predictive analytics, data engineering, and digital solutions....
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Sandhar Technologies - An emerging market leader
I came across a really interesting story in the auto-anc space, and wanted to share it with board members. What do they do? Sandhar Tech. started in 1987 as a sheet metal supplier to Hero. Since then,...
View ArticleEverest Kanto Cylinders Ltd. - A long runway ahead!
Everest Kanto Cylinders Ltd. (EKC) is India’s largest manufacturer of high pressure gas cylinders with a market share in excess of 50%. It manufacturers all types of cylinders – CNG, Industrial, Jumbo...
View ArticlePaytm - a bet on digitisation of the Indian economy
From the RHP of Paytm (for my detailed note see the bottom of this post): We are India’s leading digital ecosystem for consumers and merchants, as we have built the largest payments platform in India...
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Sudarshan Chemicals
While many frontline names in Spec chem have become extremely rich on forward valuations, largely on account of rerating in the last 1.5 years, Sudarshan is on the lower side here (vs its own last 5-6...
View ArticleProposed Capex , Revenue Potential & Sources of Fund
Name Industry Current Price Market Capitalization Sales Debt to equity Net block Capital work in progress Net block 3Years back Net block 5Years back Net block 7Years back Proposed capex-PC Time frame...
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Aditya Birla Sunlife AMC (ABSL AMC)- An Underrated AMC
Theme: Financialisation of Savings in India Introduction and History: Aditya Birla Sun Life (ABSL) AMC, a JV between Aditya Birla Capital Ltd and Sun Life AMC, is the 4th largest AMC on the basis of...
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Aster DM healthcare
Hi, I am opening the thread on Aster DM healthcare to seek discussion from the experienced investors. The company was started by Dr Azad Moopen in Dubai with a small clinic and has now expanded to...
View ArticleList of 5 SIP stocks
Looking for a list of 5 stocks , one share of each 5 to buy every month for next 10/15 years. I have shortlisted the following list 1 TCS 2 Asian Paints 3 Pidilite 4 HUL 5 Polycabs 6 Havells 7 Astral...
View ArticleProlife Industries - Emerging chemical SME company
Prolife Industries Ltd is engaged in the business of manufacturing special/ exclusive range of intermediates for dyes, pigments, agrochemicals and others. In 2016, company came to IPO and listed in...
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TARSONS products ltd
TARSONS PRODUCTS LTD. Drhp Notes •TARSONS is among the top 3 plasticware laboratory equipments manufacturing companies of India. As of March 31, 2021,the co has a diversified product portfolio with...
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Arvind Fashion : Value Unlock or Trap
Hello Vpickr’s, While i am not a deep value investor but this one is an exception in my portfolio. Arvind Fashion is a fashion retail chain with brands like U.S. Polo, Arrow, Calvin Klein, Tommy...
View ArticlePanama Petrochem - Bulk to Specialty with Capex & Maiden Con Call
About: Panama Petrochem, started in 1975 in Gujarat, is one of the leading manufacturers and exporters of petroleum specialty products across 80 different variants. The products are vital for various...
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Confidence Petroleum : A hidden multibagger?
Business Model Confidence Group is a vertically integrated company, the cylinder manufacturing units assist in providing an in-house infrastructure for its LPG Cylinder marketing (Go Gas), which is...
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Marvel Decor (Window Blinds Company)
Creating a thread on Marvel Decor. This is a microcap company located at Jamnagar (Gujarat) Request all the members to contribute for better learnings. Company Name : Marvel Decor CMP : 27 rs Mcap :...
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Medplus Health Service second largest pharmacy retailer
Medplus Health Service Ltd. (Medplus) the second largest pharmacy retailer in India. The company was founded in 2006 by Dr Gangadi Madhukar Reddy. He holds a bachelor’s degree in medicine and surgery...
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MapMyIndia - The Map Company
Started in 1995 with clients such as Coca-Cola, Cellular One, Motorola, Ericsson which are facing operational challenges in India on account of limited availability of accurate maps. They obtained...
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Aaron Industries Ltd- The Elevator Play
Aaron Industries is primarily engaged in the manufacturing activities of Elevator doors and parts, and trading in Electrical products (negligible quantity). The Company has also started new business...
View ArticleBrand companies list
I’m putting together a list of companies which have reputed B2C or B2B brands and which are expanding. Here’s a start. I will add to this. Sapphire Foods Sapphire Foods is one of the largest...
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