Stock price of BHEL is out of power. It is around its multi-year lows. So many friends are asking for a view as many are at losses and some wants to invest. I am a proud employee of BHEL. Our company is in tough weather…I am using the word weather because weather is mostly “imposed” on us; it is not the result of our actions. Power sector in india is grappled with double whammy, there is surplus capacity and still huge unmet demand. So we can see that problems are structural not commercial. Distribution losses are huge due to erratic…

For earlier study, click here Quite a few queries are coming for SKM Egg as it has fallen to 90 levels from the high of 230. However i do not see anything wrong with SKM Egg except for the fact that it has started its fantastic journey from around 7 to 230 and actually this was the reason that i was telling everybody to refrain from buying it at higher prices unless it shows some marked improvement in its next leg of journey which is exploring new products and new markets for the existing and new products. It is coming…

We always wonder that in spite of so much noise about our IT industry’s clout in placing india as global hub for IT solutions, none of our IT behemoths like Infosys, TCS or Wipro have ever developed a product like Windows, IOS, Oracle. These companies operates on cheap Labour to win business; term cheap labour because that is what most of our IT professionals are doing in the labs of these behemoths…they just type the codes of a program developed somewhere in USA which is as lengthy as millions of lines. So I am never a big investor in indian…

Vacuum Fillers: Presently I am studying some companies which have the strength or can achieve the scale to fill up the huge demand supply gap in the near future for some much needed products or services which have in them to make our production very competitive. Study is under progress but I am sharing the snapshots just in case somebody likes it and have it right at the moment. Incidentally these are related to indian logistic sector which is so far a drag to the economy as logistics cost in india are 14% of GDP as compared to 6-7% of…

For earlier study Click here Greeks worshiped the geometry like God. They were of the view that these intelligent designs were a proof of the some super Creator. They were very near to the truth. There lies a system, a thought, intelligent design behind our universe…and if we have open minds we can see that even pattern of petals of flowers are following a system, our DNA is following some pattern, so as tree branches, Galaxies etc…it is called Golden Mean; the Fibonacci series where every successive number is a sum total of preceding two numbers (1, 1, 2, 3,…

I have covered most of the technical details of the business of Hinduja Ventures in the earlier post on it. It has already touched 450 from last recommendation at 396. I am just pasting the old analysis again to get the complete picture. (It is one of the biggest player in digital cable tv (Incable) and invested huge amount in next generation cable tv via satellite, HITS via name NXT Digital. MSO like Siti, Den, Hathway, Incable are still far away from realizing the full benefit of digital cable tv. People are thinking that with digitization now they are getting…

Click here for the old post on EID Parry. I do not like sugar at all. I seldom feel the craving for sweet. But regardless of whether I like sugar or not, my body converts everything I eat into sugar to use it as energy because our bodies are designed to operate in this way…nothing big here…it is just a Design. Here I want to share something about sugars as most part of my early life was about sugar when the passion of a great powerful body blessed upon me. In bodybuilding or we can better say in muscle building…

Off late I am planning to post a study on some companies who are at a crucial juncture in their lifeline; one right step and they will belong to another league. But I am not being able to post the study as i am very busy these days due to shifting to Nagpur. But in just a week Future Consumer Enterprise has been zoomed from 14 to 20. I have been sharing my views about this via personal emails to some readers of this blog but couldn’t post a study on this. So I am writing this post on some…

Our friends Sanjeev and Darshan have posted queries about Pioneer Embroideries Ltd. Earlier also I am getting queries on this. So let' have a small look. Que: Can you share your thoughts on pioneer embrioderies,godavari drugs and bambino agro. These are in my list of less than 100cr mcap and some risk. Also would like to know about investing in GATI at current market price after correction in logistics space. I am not tracking these. Gati, picked at 30 and already sold around 150 as i was not comfortable with valuations, these low entry barrier firms were getting. For logistic…

In my earlier posts on E-commerce valuation Click here and here, I have explained the power of network effect enjoyed by e-commerce companies and the threats to these. As I have mentioned that from the current flood of e-commerce startups in india, very few will survive because most of the times these startups are not adding any value to the service they are offering. Most of the times they are just an ordering platform; one can use them to order something. There is not any differentiation, no value addition. I have explained earlier also that a business must add some…