Modi wave is taking us along. He said “Swatch Bharat” and whole country lifted brooms. Big corporate houses announced big plans for bringing cleanliness in villages under their CSR activities. We are counting sanitryware companies to be the biggest beneficiaries of this (Our HSIL is doing great, it is at 415/- from our price of Rs. 90/-). But we just forget the humble cement fibre sheets because every toilet made in villages or town is going to use these. We can’t forget the rocket…E-commerce sector…which is going to create huge investments in warehousing which is also about cement fibre sheets.…

I couldn't post for a long time since i was busy in quarterly results and filling of various tax returns. In this period, I have bought Future Retail from Rs. 80 to 90, redington india at 120/- and Borosil Glass from 1750 to 1600/- Current market prices are higher but these still offer value. due to time constraint i couldn't write full analysis but i am posting small study here in this post in order to have some quick overview of these. Future Retail and Redington India: Online retail is giving Offline retail a run for their money. Many has…

There was great noise regarding environmental pollution and we were made to think that our earth is going to die unless we reduce our excessive consumption pattern. Parallel ly there were growing concern regarding whether we had reached “Peak oil” and whether looming oil shortage would distort the rhythm of our life at earth. To counter these fears…Sun and Wind came to our rescue…USA started the fight with Shale boom…efficiency of our vehicles were improved…we were making serious dedicated efforts to reduce our carbon emissions by being more responsible in energy consumption. These were just the steps that should have…

Transcorp international ltd belongs to TCI group (Transport corporation of india) which is one of india’s largest logistics company, transporting almost 2.5% of Indian GDP. Transcorp is into Money exchange, inward remittance, tour and travel, real estate and taxi hire business. Money exchange and inward remittance forms the major chunk of the business. I am also holding Thomas cook from 100/- which is also into same business but with much larger scale. Tourism sector is going to witness huge growth in india due to inherent geographical and cultural dividend. Development of infrastructure will provide the necessary nutrition for the growth.…

I am always of the view that sometimes user of a product or service derives more profits/business than producer of that product or service-just like pharma sector where many companies invest huge sums of money and time for developing a new medicine or product. Only one or two of those will succeed. But a hospital can harness their success for its benefit much better and longer than them. It doesn’t matter for a hospital, who invented the medicine…it can simply use the same irrespective of the producer. The risk of production is only for the producer. I can see the…

This is another gem from the house of Godrej but is not understood much by market like it does for Godrej Consumer products and Godrej Properties. It is the holding company of Godrej Properties with 60% shareholding and it also holds around 23% shares of Godrej Consumer products. But its real gem is Godrej Agrovet ltd which is investing big in agriculture related businesses. GIL’s standalone business is chemical which deals primarily in Oleo chemicals like fatty acids, fatty alcohol, Glycerin and surfactants . These are chemicals derived from plant and animal fats. GIL was the first in india to…

This is 4th in the series. Read the first three at following links: Death-a contemplation-1st Death-a Contemplation-2nd Death a contemplation-3rd

Radico Khaitan: Liquor…this is one sector which is going to witness huge activity going forward. First…we Indians don’t yet know what is really a whisky? What we drink in the name of whisky is nothing but neutral spirit extracted from molasses (By product of sugar) which is then blended with imported malt and grain scotch whiskies to get the flavor and colour of whisky. In india, they have given it a very funny name; Indian Made foreign Liquor (IMFL) which comprises Whisky, Beer, Vodka, Brandy, Rum etc. In foreign countries, Indian whisky gets the tag of rum as it is…

This is the third post in the series. Kindly read the first two at the following links: Death-a contemplation-1st Death-a Contemplation-2nd Why there is so much darkness here around everything? We, in spite of our desperate efforts to understand something of this process life, are just having huge numbers of opinions…of which we are sure of nothing. If life is for living for a purpose then why there is death? What is the purpose? Most of it… why this mystery is still unsolved? Why so much darkness? It seems that with our untiring efforts, we should have it solved if…

I can't post detailed studies on these stocks right now due to time constraint. but will post short analysis on these...