Vaibhav Global – Vijay Kedia’s Hidden Gem in Jewelry Industry

Reading Time: 6 minutes Source link | Twitter Profile | Website   Market Capitalization: 6,300 Cr Current Price:  1,933 (26 Oct 2020) Stock P/E: 30 Debt to equity: 0.09 Sales Growth (3Yrs): 11.3% Profit Growth (3Yrs): 43% ROCE: 49% ROE: 26.9% Promoter holding: 58.3%              Cash Cycle: 69 days Asset Turnover: 2.23 Net Profit Margin: 9.9% Overview of the Company Vaibhav Global Limited (VGL) was established in 1980 by Mr. […]

Prataap Snacks – A Yellow Diamond in Indian Namkeen Market

Reading Time: 7 minutes Dark Horse Stocks Home Page | Twitter Profile | Join Their Telegram Channel Company Overview Prataap Snacks Ltd. (PSL) is only a 9-year-old completely debt-free company engaged in the business of Namkeen (traditional Indian snacks). It offers multiple variants of products across categories of Potato Chips, Extruded Snacks, Namkeen (traditional Indian snacks) under the popular and vibrant Yellow Diamond […]

What is a Special Purpose Acquisition Company? And why are companies going public via SPACs

Reading Time: 7 minutes The world of finance is not untouched by trends. There are new products and services coming up all the time and then there are those which make a comeback. A special purpose acquisition company (SPAC) forms part of the latter category. It has existed for long, but has come back to prominence only in the […]

Of Bad Boy Billionaires, Dirty Money and Indian Economy – Just Another Investor

Reading Time: 6 minutes Over the last two weeks I watched ‘Bad Boy Billionaires’ and ‘Dirty Money’ on Netflix. Though the former is an Indian-specific series and the latter covers global corporates, the pitfalls conveyed in the polar ideologies – Capitalism and Socialism – in the two series caught my attention. The Bad Boy Billionaires’ stories, one can argue […]

Polycab India Ltd- Q2FY21 Analysis

Reading Time: < 1 minute While the first quarter(Q1FY21) was a washout with a 50% decline in sales on account of 2 months of lockdown. I was amazed by the recovery amidst the ongoing pandemic and intermittent lockdowns across the country in Q2FY21. And that is true for many other publicly listed companies I track. While the B2B segment of […]

Biocon Ltd – Blockbuster for Biologics, Biosimilars & Branded Formulations

Reading Time: 8 minutes Written By: Shuchi Nahar | Shuchi’s Blog | Linkedin Profile Biocon Ltd – Company Overview Biocon is an Indian biopharmaceutical company based in Bangalore, India established as a joint venture between Ms. Kiran Mazumdar-Shaw and Biocon Biochemicals Limited, an Ireland-based multinational. The Company manufactures generic active pharmaceutical ingredients (APIs) that are sold in over 120 countries across the globe, including […]

Making an Impact — Investor Amnesia

Reading Time: 14 minutes Source link Caption: “You have qualified thoroughly as modern philanthropists, now why not do some good?” “Illustration shows Puck tugging at the coat-tails of Andrew Carnegie, as he and John D. Rockefeller pile money bags around the base of a statue labeled “Fame”, which they seek by endowing libraries and universities; Puck is suggesting that […]

Why SBI Cards stock price is falling?

Reading Time: 4 minutes SBI Cards and Payment Services Q2FY21 Results Analysis Introduction SBI cards and Payment services stock plummeted by ~11% in the last week within 2 days after the announcement of its latest quarterly results. In this blog, let us understand what were the main reasons for this fall and also analyse company’s latest quarterly results. Stock […]

Risk and Governance during a Crisis

Reading Time: 3 minutes Source link | LinkedIn Profile | Twitter Profile The theme of the column revolves around Risk and Governance. The Global Financial Crisis followed the episodes of severe repercussions for financial and economic fragility. From the Global Financial Crisis perspective, the crisis highlighted the absence of an enterprise-wide risk decision-making process. Resilience likely to be countered […]

How to Check Management Quality Before You Buy a Stock? – Part 1

Reading Time: 3 minutes Source link | Twitter Profile | YouTube Channel In my early investment years what puzzled me most was the Quality of Promoters of the stocks I invested in. Management Quality is fairly elusive and some veteran investors like Vijay Kedia had an interesting solution: He goes and visits management in person. There, what he focuses most is on “How […]

TCS vs Infosys stock comparison|Q2FY21 Analysis

Reading Time: 4 minutes Why IT stocks are going up? Introduction Recently, both the IT giants, TCS and Infosys declared their quarterly results. Both the companies have delivered results that beat the estimates of analysts. In Q1FY21, management commentaries of these companies were a bit skeptical about continuing such stellar performance in future, however Q2FY21 results have turned out […]

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