Vmart retail - lowest cost operator in India's T2/T3 towns - very efficient and virtually no competition from organized retail. Adds 20% retail...
No view on any companies. But would like to offer view on time horizon. 1 year view is not medium term.You are thinking on too narrow frame....
I run a concentrated pf. I do know a lot of people who run very diversified pf and make lot of money doing that. But my experience is that most...
yes relatively hospitals are better than hotels. But in absolute terms I don't like either industry. Personal preference.
I meant helios & matheson. Sorry for confusion.
Avoid the stock completely.
Portfolio construction is a very fine art which develops over a period of time. There is no one size fit all here. Some people sleep well with 5...
1. Fortis health: - i genrally don't like hotel/hospital business - high capex business 2. Kitex garment: okay business + hungry mgmt - i feel...
You have to value it on SOTP basis - retail + manufacturing basis. Current market size of the business is about 2200cr. It has market share of...
Separate names with a comma.
