Caplin Point & Poddar Pigments

We earlier talked about some developing ideas for 2013. This post is to discuss them in more detail. Caplin Point (BSE: 524742) This seems to be a very interesting pharma company at an early growth stage. We have been tracking it for some years but it really caught our interest when we received its FY12 … Continue reading Caplin Point & Poddar Pigments

Can Fin Homes & other updates

Can Fin Homes (BSE: 511196, NSE: CANFINHOME) is a housing finance company promoted by Canara Bank (having 42% stake). Housing Finance has been a very rewarding sector in past (look at HDFC, LIC Housing and GRUH Finance). Thus the discussion on Can Fin caught our immediate attention. Can Fin focuses on affordable individual home loans … Continue reading Can Fin Homes & other updates

Update on Quarterly Results

The third quarter of the financial year 2013 has generally been very weak. The common problem has been the demand slowdown and the pressure on margins due to inflation and competition. In most of the cases results have been below expectations. On the positive side, these challenging times are the best times to re-structure your … Continue reading Update on Quarterly Results

The Best Ideas and stuff of 2012

Welcome 2013!!! Hello Friends, we wish you and your family a very Happy & Prosperous New Year! 2012 has been a good year for our financial markets with the sensex gaining over 25% this year and beating all other asset classes. The best thing was that the mid caps (the area we focus on) outperformed … Continue reading The Best Ideas and stuff of 2012

Changes in Promoter Holding

Promoter’s Holding form a very important part in the stock analysis. Stocks with large Promoter Holding generally shows that a business is run by a family. The factor that usually works in favour of companies with large promoter holdings is the fair amount of confidence in the promoters. The reason is that promoters are holding … Continue reading Changes in Promoter Holding