@Farhan Ghumra one thing that I noticed was that companies like MS, Amazon dont have a data center in India yet. They might plan to set one up...
I have identified AGC networks in India which is providing private cloud options for businesses. 8k miles is also interesting but I am not...
@Farhan Ghumra Thanks for this. Looks like a good product company. But the products that I see are built on top of a cloud architecture. So it is...
Guys, I am from the tech sector and what I see is that product companies make much more money than the consulting/outsourcing companies because...
Thanks everyone for their opinions. Just would like to clarify that the assumption here is that the NPAs have been more or less priced in, and the...
@New_Investor If you believe NaMo and his statements along with FM's statement, then you would realize that the central banks are going to get...
I am betting on Tata Elxsi and HSIL. Former is a tech co. growing at fast pace and latter is the leader in sanitaryware space.
Every bank has NPA issues, but the Govt. cant let these banks collapse. They will recapitalize them and provide greater autonomy. Govt. is the...
HC has approved Max India demerger into three companies for which the date of demerger is set to be announced in January. Seems like value...
Risky bet in my opinion. The main problem I see is that it is selling its core assets. Yamuna Expressway is up for sale, Cement plants etc. I mean...
@ronak my 2 cents. Add a bit more stocks to diversify your risks. A lot also depends on the price at which you bought the stocks. I would prefer...
Mine has been Bhushan Steel...bas naam hi kaafi hai :). I bought it in Sept last year when I was new to investing. Couldn't read balance sheets...
Just to clarify, I have problem with BHEL's cash flow, so I am concerned about the order execution and money required for it. Otherwise, it has...
Man! I hate write it, but I dont like any of your stocks except maybe Motherson and TaMo. Get out of BHEL, JPA, RIIL for sure I think. BHEL and...
I feel that not many people are focusing on the media/entertainment sector. Its a sector thats growing fast, and with the advent of faster/cheaper...
I think we should. Its a great opportunity and available at decent valuations.
One of the best in the business and most efficient. Also opening of their plants in Tanzania is going to reduce their input costs. Its definitely...
Sachin primarily the stock ipad undervalued. Recently government gave exemptionts for export houses to improve exports. The opm is low, but stock...
Ever since Govt. has announced a stake sale in Concor, stock has been sliding downwards. But I feel it is one of the biggest beneficiary of the...
If you are looking in infra, then maybe you can look at Arvind Infra as well. Seems like already rallied too much, but wait for a correction and add.
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