Market is falling as expected. But no need to panic...i was always negative on china growth story. China made a big mistake by focusing big on exports rather than focusing more on stable internal growth. It was never a good strategy to provide excessive loans to go overboard in building export capacities that too at the cost of internal stable growth. You can not sell your car by removing all the workers from factory by using robots because who will have the money to buy your car when most of people are unemployed. China becoming a global production factory was…

For earlier post on this topic, Click Here Our company BHEL is building a 500 MW power plant in MP. It is a small town of MP. Once our entire team was having a party when one of our Engineer remarked, "we are doing a Great work by building this power plant”. Although his intention was of common welfare but I just shared with them my view. I just asked what great “value” this power plant would bring in the life of the people. What they will do with this power? What Great? They will use fans, lights, AC’s, watch…

For old study on Venky's, Click Here Results are great. Further improvements in raw material prices with low inflation coupled with normal monsoon may result in even better results in the future. Scope of growth and expansion is always there. So just hold it. Chicken is just marinated...Enjoy the full Barbecue. Venky's Quarter June-15 Results ( In Cr ) Q1-2015-16 Q1-2014-15 Var% Turnover 558 441 26.53% Operating Exp 522 429 Operating Profit 36 11 227.27% Net profit 15.82 1.58 901.27% (Views are personal and should not be taken as a recommendation for buying or selling a stock. Stock markets are…

Starbucks is not just a Coffee chain in USA….it is not something out of normal life. In fact its owners always wanted it to be a part of people’s life. And they have indeed made it a 3rd most important place in anybody’s life after home and office. It has become a place where people come and absorb the atmosphere and leave afresh. Starbuck coffee is like a staple food for an ordinary American. This is the meaning of a restaurant/Coffee House etc…these are not for selling food items. You come and leave with full stomach. It is much more…

American Netflix deals in online streaming of movies and video content. Is it a very complex business? No, it is as simple as watching movies. But Netflix is a Giant. Its market value is $49 billion (around 3 lac crore), Revenue is $ 5.5 billion with NP of $ 267 Million. It is trading at a massive PE ratio of 250. Its NP is lower mainly because of huge investments being made for global expansion and acquiring licensing rights for new data which will only add to the bottom line once it is over with its investment phase. It is…

Dear Friends, Just made a Page for our Blog at Facebook. Address of the page is https://www.facebook.com/oscillationss Regards Gurpreet Singh.

For earlier post on Gujarat Borosil: Click here and here Gujarat Borosil is still under scrutiny and I am buying it very slowly at every fall. But due to current scenario of solar power in india and globally , I feel it is better to wait for some more time to let the things fall in place and in order. However one of our reader Sh Sridhar has posted some interested queries on Gujarat Borosil. I am trying to answer them with this post. First, let us have a firsthand detail of the solar panel industry. Solar panel is a…

Made a small entry in TVS Electronics Ltd around 43.50. i remember when i picked Gati/TCI and other logistic companies 2 years back focusing on coming demand from E-commerce sector when nobody was aware of it. It worked great and all of these turned multibaggers. stock market is all about seeing in the future; that too ahead of others. Now I am focusing on outsourcing of warranty and after sales services sector. There are crores of Laptops and smart phones in india and number is rising fast. Companies need to invest big in setting dedicated Warranty services units. But they…

For earlier post on Bajaj Electricals ltd Click here As expected, Bajaj electrical has delivered great results in Mar-15 Quarter. Turnover at 1311 cr from 1271, almost same but NP at 47 cr from loss of 11 cr. I always prefer to use operating profits to make something out of a statement as it evens out the impact of debt and differential tax rates. Here its operating profit is at 70 cr from loss of 78 lac with its engg division has posted 20 cr operating profit from loss of 20 cr…big turnaround. I was putting my money on that….and…

Recently bought these two stocks. Full study is under progress, so just giving brief introduction on the business model of these two. These can be bought at current levels. Indian Hume Pipe Company: Water is the next oil. World over, water levels and resources are depleting fast. In india, situation is worse. Over last 5 decades, per capita water availability has fallen 60%. Around 60% of agriculture land is rain irrigated; which is very risky and cause of low yield per acre. But even with 40% ground and surface irrigated land, still ground water levels are depleting fast. Around 90%…