Please Click here for earlier PostUkraine is still standing; not sure whether on one leg or two but the same is irrelevant in the face of great fighting spirit shown by Ukraine. This we can say is a fantastic fight back. When US and NATO declared that they won’t support Ukraine against Russia; Russia was smiling at that time at the pitifulness and helplessness of Ukraine and just like Russia everybody discounted them as a loser without any will left to fight. But these types of events are the reason that history books have something interesting to tell; these are…

Dear All, I am regularly receiving messages to share my views on Ukraine-Russia war. First of all I am extremely sorry for not being able to post updates/studies on this blog for a long time. Actually I am working on something related to stock analysis/advisory work and hence not getting time for posting the studies as of now. But I will start the same shortly.About the war- I am sharing my messages on this which I am regularly sharing with the newsletter club of this blog. Please note that I am not a war or geopolitics expert and my views…

Click here for last year post on HCGToday HCG has sold its stake in Strand life to Reliance Industries. HCG had 38.4% stake in Strand and it has sold it for Rs. 158 cr. Reliance is paying Rs. 550 cr for 80% stake in Strand. I always liked the work being done by Strand in Genomics, Genetics and diagnosis and I was thinking that HCG would sell their IVF business (Milann brand) and use the same for increasing their stake in Strand. But looks like the focus has changed after the arrival of a new majority shareholder in the form…

These days I get a lot of queries on whether the stock market is overheated and is going to have a crash. I think people are expecting a crash since Sep-2020 but we have been investing regularly and never stopped. This strong journey has taken many by surprise as market is not seemed to be in any sort of negative mood. Every fall witnesses strong buying afterwards. I see reports about the linking of USD, Bonds, Oil, Gold, Interest rates/yield curve, FED policy, inflation etc. with the stock market and all try to conclude the coming crash (sometimes jump) of…

Stock Idea: Heritage Foods LtdCMP: 410Heritage Foods is a Hyderabad based dairy company operating predominately in AP, Telangana, Karnataka, Tamil Nadu but off late expanding in Maharashtra, New Delhi, Haryana and Punjab. Its topline is 2473 Cr and NP of 148 cr in Fy-2020-21. At CMP of 410 it is trading at 12 PE whereas Dodla dairy which was listed two days back is trading at a PE of 25. In the IPO analysis reports from brokers, they were surprisingly comparing the PE of Dodla to Parag milk who is trading at a PE ratio of 32 but whose business…

Stock Idea: UTI AMCGrade: TIER 2(This business study of UTI AMC is taken from the Monthly Newsletter (Jan-21 Edition) of this Blog. The sample of Jan-21 edition was shared at this blog on 28th Jan, 2021.)UTI AMC is a melodrama but the drama started with the debacle of US-64 fund of UTI in early 2000 forced Indian government to split UTI in 2003 into UTI Asset Management and Special Undertaking Unit Trust of India (SUUTI, having the junk/illiquid assets of UTI). First melody was tried with the likes of SBI, PNB, LIC and BOB acquiring 25% stake in the troubled…

Dear all, Off late receiving many queries regarding lesser stock ideas/studies being posted at this Blog in the last 5-6 months. Actually as I have shared earlier, we have started a monthly newsletter of this Blog in Sep-2020 and most of the stock analysis reports and ideas are being shared with the Newsletter club. The main focus of the Newsletter is on the education and learning part related to equity research covering financial and fundamental analysis. In case anybody wants to join the club please send an email at oscillationss@yahoo.in giving brief introduction. I am sharing the names of some…

Grade: TIER 1 (This business study of Tata coffee Ltd is taken from the Monthly Newsletter (Jan-21 Edition) of this Blog. The sample of Jan-21 edition was shared at this blog on 28th Jan, 2021.)Coffee: A global Drink 1) Coffee truly is a global drink and a global commodity. However there are disputes related to this being second most traded commodity after oil. Many argue that this is not the case as agro commodities like Wheat or rice are having much bigger trade value. But I think, Coffee may be a big trade commodity if we take into account only…

Stock Idea: Redington India.(This business study of Redington India Ltd is taken from the Monthly Newsletter (Jan-21 Edition) of this Blog. The sample of Jan-21 edition was shared at this blog on 28th Jan, 2021) Stock: Redington India Ltd Financial Performance (Fig in Cr) Description (Amt) Description Up to Dec-20 FY-2019-20 CMP (On 28.01.2021) 135 Sales (Inc other income) 41500 51500 Market Value 5240 Net Profit 483 534 PE Ratio (Annualized) 7 Cash 3100 2368 Net worth (Sep-2020) 4500 Purchases-Stock in Trade 39200 48600 Dividend Yield 3.00% Purchases/Sales 94% 94% Debt 827 2537 More than the perfection of the market…

TTK Healthcare Ltd. Grade: TIER 3 Value trigger: Level 3. Management is going to take certain decisions which will put the company on a strong growth path. Stock: TTK Healthcare Ltd Description (Amt) CMP 562 Market Value 794 cr PE Ratio (Annualized) 35 Net worth (Sep-2020) 275 cr Dividend Yield 0.50% TTK is a very confusing company- Not for analysis point of view but as a company because somehow they don’t seem to be certain about their path. And in all this confusion they have created a mess of products and divisions which are going nowhere. Their portfolio of pharmaceuticals,…