Info Edge - Peter Thiel model
@phreakv6 wrote: Surprised that there isn’t a thread for Info Edge so trying to put in whatever I know to get the conversation going. Info Edge is the company behind Naukri - India’s No.1 Job portal....
View ArticleBandhan Bank - in a sweet spot?
@kanwalpreet18 wrote: Bandhan Bank IPO is out. Issue details along with business summary and investment rationale is given blow. Most of this data is from the Red Herring Prospectus along with my...
View ArticleCDSL - Stable Cash flows
@SSRN wrote: Surprised to find that CDSL doesn’t have a dedicated discussion thread. Would like to know the views of investors considering the recent correction despite good results and stable cash...
View ArticlePoona Dal and Oil - A debt free high cash generator
@KC1986 wrote: Poona Dal and Oil Industries Ltd. is an India-based company. The Company is engaged in the oil and food grains industry. The Company operates in two divisions: oil division and agro...
View ArticleFineotex chemical
@vipinsays wrote: Very impressive last 3 yrs for company Both in terms of growth n improving margins High promo stake of 72% Negligible debt But valuations high Posts: 2 Participants: 2 Read full topic
View ArticleFortis Healthcare :
@Ravindra83 wrote: My thought on Fortis Healthcare. I believe stock has priced in all the negatives and is set for re-rating in next 12months fuzzylogikk.blogspot.in Curious case of Fortis Healthcare...
View ArticleVardhaman Textiles
@Harsh04 wrote: VARDHAMAN TEXTILES DATE – 02 FEB 2018 Industry : Over the last decade, the global textile and apparel trade has been growing at a CAGR (compound annual growth rate) of 5.6 %. In 2014,...
View ArticleOrient Green - Cash Flow Turnaround Story
@kapilgokharu wrote: ORIENT GREEN POWER COMPANY LTD Market cap as on 05.02.2018 on BSE is 803 Crore The company was incurring the huge losses in the past three four years. The Company came with IPO...
View ArticleSom Distilleries and Breweries
@kanwalpreet18 wrote: Business Summary: • Established in 1993, SDBL is a Bhopal based company engaged in manufacture of beer and IMFL. • As of March 2017, it had total capacity of 59200 KL (kilo...
View ArticleVeljan Denison- Capital Goods
@shreys wrote: Veljan Denison, is a relatively unknown company in the capital goods industry. It manufactures hydraulic pumps, valves, motors and power packs. It derives almost 85 percent of its sales...
View ArticleShreyas Shipping & Logistics Ltd. – A coastal shipping story!
@RajeevJ wrote: Shreyas Shipping, a transworld group Co. is not a conventional shipping Co. Being mainly into Indian coastal shipping, it is largely unaffected by the movement of the world Contex time...
View ArticleMangalam Organics - A growth Story Ahead
@harshb232 wrote: Hi, I am new to this forum. So please pardon mistakes if any. I have been following this stock for quite a some time. About the company (Copied form its website) Mangalam Organics...
View ArticleDividend Yield Portfolio - for Wife
@dcoolsam wrote: Hi, I am planning to create a low maintenance - High dividend yield portfolio for wife. Growth investing for wife is being taken care mostly using smallcap and midcap funds. The...
View ArticleShivalik Bimetal Controls Ltd
@ankitgupta wrote: Shivalik Bimetal Controls Ltd (Market cap - Rs.408 crore) Shivalik Bimetal Controls Ltd (Shivalik) is engaged in manufacturing of Bimetals and Shunt Resistors. The company’s plant...
View ArticleHSIL Demerger in to two companies-SHIL and HSIL
@annapurna wrote: ALl, Posting notes from various links for HSIL demerger for evaluations. MUMBAI: Shares of HSIL could rally 20% in the next two-three months as the company decides to unlock value by...
View ArticleCL EDUCATE - Less Down side and unlimited upside
@amitverma21 wrote: CL educate among the largest organized listed player in education market which trading at deep discount. Though of initiating thread to jointly collaborate on this thread. There is...
View ArticleStock Talk: ANI Integrated Services
@saggy98 wrote: Value investing – 3 Apr 18 Stock Talk: ANI Integrated Services Business overview: ANI Integrated Services Limited is engaged in the business of manpower deputation to the organized...
View ArticleBIG BLOC Construction -Building Material
@shrpatil wrote: Hi All thanks for the fantastic forum with expertise in cathing the value stocks at an early stage! Can I request all of you to give a thought about this stock? Big Block...
View ArticleInditrade Capital Ltd - another evolving NBFC
@sammy11 wrote: Current price 72, Mcap 169cr (as on 09.02.18) Listed on BSE Background Inditrade Capital Ltd. (Inditrade) was set up in 1992 in Kochi as JRG Securities Ltd., and was engaged in broking...
View ArticleSintercom India Ltd (NSE Emerge Platform)
@kunal_patel wrote: Sintercom India Ltd Market Cap @ 65/- ~156crs Revenue 1H18: 36.3crs / FY17 – 66crs Margins: ~24% Why to read more about Sintercom One of the three company in India making Sintered...
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