Krishna institute of medical science
KIMS is one of the largest corporate healthcare groups in Andhra Pradesh (AP) and Telangana in terms of the number of patients treated and treatments offered. It provides multidisciplinary integrated...
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Listed Microcap- Frog Cellsat- Opportunity
Market Cap- 440 cr PE- 25 Newly appointed CEO- Pankaj Gandhi, he is formerly Managing Director, of the India subsidiary of ACE Technologies, Read more at:...
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Dodla Dairy - South India Focused Dairy Player
Dodla Dairy is a south India focused milk player. Installed capacity of 22 LLPD (Lakh Litres of Milk per day) – 19 LLPD in India and 3 LLPD in Africa (Uganda and Kenya). Procurement volume was 13.8...
View ArticleHazoor Multi Projects Ltd. (New Management)
About the Company Hazoor Multi Projects Limited (HMPL) incorporated in the year 1992 is a Mumbai based public limited company which got listed on Bombay Stock Exchange (BSE) in the year 2002, was...
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ETHOS LIMITED - Growth Play on Luxury Retail
*** Size of Global Luxury Watch Market & Pre-Owned Market** Luxury Watches have evolved as the new object of desire. *2021 sales of new luxury watches reached a record €52bn. ( 6% growth) 2021...
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Nava : Turnaround story
NBV was established as a ferroalloy plant in India in 1972. Since then, the company has expanded in power (734 MW), agriculture (25000 hectares) and healthcare across Southeast Asia and Africa....
View ArticleSpecialty & Fine Chemicals and Pharmaceutical Intermediates
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View Article360 One WAM Ltd (Erstwhile IIFL Wealth)
Sharing what I learned while analyzing 360 One WAM ltd. for the SOIC league by @Worldlywiseinvestors. Summary: Number of HNIs and UHNIs in India are growing at double digit CAGR. Indian wealth...
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OkPlay India - Can it turnaround?
Hello Everyone [Ref: AR, Mgmt Interviews, Screener, Investor Presentation] PS: While i have contributed in small ways to certain threads, first instance of starting a new one. Apologies for anything...
View ArticleQuarterhill Inc (QTRH.TO/ QTRHF.US)
Quarterhill Inc Ticker: QTRH CN/ QTRHF US Market Cap:C$168M Price: C$1.45 EV/EBITDA= 4 x Price Target= C$7.00+ www.quarterhill.com Overview: Quarterhill is an under the radar Canadian technology...
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B C C Fuba India Ltd: PCB Manufacturing Nanocap
About the company: Set up in 1985 for the manufacture of professional-grade PCBs, BCC Fuba India Limited was one of the early entrants in the Indian PCB market. It took root as a joint-venture...
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Kothari Petrochem Ltd~ A hidden moated small-cap company?
Company Overview The company is the largest producer of PIB compounds in the country & among the largest players across the globe. About the industry Polyisobutylene (PIB) is a Polymer made from...
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Brookfield India Real Estate Trust (BIRET) - Institutionally managed REIT
About Brookfield India Real Estate Trust (BIRET) BIRET is India’s only listed Institutionally managed Trust, run by Brookfield Asset Management, one of the largest Real Estate investors in the world....
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Allied Digital Services Ltd
This is my first write up and open to learn if mistakes are there. Allied Digital Services Limited(MCap 740Cr) was established in 1984 under the name of Digital Data Services and was then incorporated...
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Cantabil India - Betting on Tier 2 and Tier 3 Consumption
We have all seen various posts on different social media platforms about how the Indian economy will soon become a consumption economy. While this is true due to our increasing population and more...
View ArticleOriental Rail Infrastructure Ltd
Can some one share view on Oriental Rail Infrastructure Ltd ? Invested 1 post - 1 participant Read full topic
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Shriram Pistons & Rings Ltd(SPR)
Shriram Pistons & Rings Ltd is incorporated in 1963 and primarily engaged in the manufacturing of pistons, piston pins, piston rings ,engine valves, Electric Motors, Electric Motor controllers and...
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Schneider Electric Infrastructure: A global company with advantage of a...
Background: Schneider Electric Infrastructure Ltd (SEIL), is part of Schneider Electric France. in 2010. Alstom Schneider consortium finalised on the joint acquisition of Areva’s transmission and...
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Avalon Technologies - EMS Play with US heavy and Proxy to Clean Energy
Avalon Technologies Concall notes - August 2023 Leading EMS, started 1997, 12 manufacturing units in India and US and two units in Chennai Offers services to Clean Energy, Industrials, Railways,...
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Add Shop Retail - PE can double in coming months
ADD SHOP RETAIL- As profitability grown but PE shrink, after consolidation at 5 PE now it can easily go to 10 PE. 1 post - 1 participant Read full topic
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