The sector will bottom out when pricing power of builders collapses. At least in my city I don't see significant drops. Builders are holding on...
Based on what people tell me, in Gurgaon, inventory is around four years; excluding WIP and fresh stock. Situation is not dramatically different...
Sorry guys. Just saw this. Calculating cost of capital is about calculating the cost of equity and the cost of debt, figuring out the proportion...
Real estate business in India, for the most part, is shady. The smart way to play it, and also the safe way, I think, is thru housing finance...
Comparing the two would be incorrect, I think. The premium HDFC Bank enjoys is based on superior execution over long periods of time. While IDFC...
There is a change in their strategy. They have stated they are doubling branches in 1 year. Implications on EPS in the short and medium term are...
I understand your points but why I am not clear is : 1. While you say profit margins will be lower in the future, in your calculations you have...
which is a 2.5 X on a reasonably large base. While you are applying a profit margin of around 23.5% ( which is in line with todays margins, more...
I agree with all your observations. My interest in Infosys has been kindled by one factor only - Vikas sikka and the team he is building. Oh yes,...
UBS seems to agree with you entirely; Carl Icahn - https://www.ibtimes.co.in/ubs-not-sure-about-infosys-vision-2020-631726
If they do what they say they want to do, this is what the end result would look like. So it needs to be watched rather closely. But you are...
Based on some very simple numbers there is some interesting money to be made in Infosys. In the Long term. I have attached some numbers based on...
Here is another report on Camlin Fine Sciences.
I like the fact that there are very clear short term, mid term and long term triggers. Multiple new product launches in the short term and the...
Reg. Tata Motors. Keep in mind that JLR sales is a large component of Tata Motors. About 50 % of JLR sales are Diesel engine vehicles. This is...
When there are so many compelling opportunities in the market why would one look at a sector which is in a global downturn and whose main consumer...
In my mind a fresh investor should look only at IDFC Bank
https://www.livemint.com/Opinion/fmciyiWALItBCRcGhvfuwN/Change-is-in-the-air-for-Indian-banking.html
I liked two things about this scrip. One, the second generation scion did not take the easy way out of just growing the existing business. He...
The EPS of Eicher has had a CAGR of 64.6% over the last four years. The PE multiple is 69.8. The all important PEG works out to 1.08, which...
Separate names with a comma.