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

Updates on the Quarterly Results – Q4FY14

First of all a heartiest congratulations to everyone for giving such a clear mandate. It was the need of the hour for our country and society to have a better and stable government. It is heartening to see that this time the election has been won on the agenda of development. From inaction and scams, … Continue reading Updates on the Quarterly Results – Q4FY14

Alembic Pharma Q&A and other updates

Alembic Pharma Management Q&A We have an US CEO who has been with us for last 5 years and assembled together a top Team in International Generics business. Success has come because of Product Identification ability. Year-wise market-wise plans are drawn up till 2024 We have built a strong IP Culture/Team over last 5 years … Continue reading Alembic Pharma Q&A and other updates

Happy Diwali: Muhurat Picks and Quarterly result updates

Wish you a very Happy and Prosperous Diwali friends. Tomorrow is the Muhurat Trading session from 3:45PM to 5PM and we would recommend all our readers to take part on this auspicious day. Our muhurat picks are (in no particular order): Atul Auto Balkrishna Industries GRP Mazda Polymedicure We are also studying Maithan Alloys and … Continue reading Happy Diwali: Muhurat Picks and Quarterly result updates

Manali Petrochemicals Ltd. – A safe midterm stock idea

Manali Petrochemicals Ltd. has posted an excellent set of numbers for FY 2012 and looks undervalued based on the improving financial numbers & growth ahead: Particulars Mar 12 Qtr Mar 11 Qtr % Variation FY 2012 FY 2011 % Variation Sales 161.87 127.80 26.70% 573.03 451.90 26.80% PBIDT 24.29 13.30 82.60% 66.69 40.76 63.60% Tax … Continue reading Manali Petrochemicals Ltd. – A safe midterm stock idea

Apcotex Industries Ltd (NSE, BSE : 523694)

Apcotex Ltd was spun-off from the prestigious Asian Paints in 1991. Since then the co is part of the “APCO” group of companies headed by Mr. Atul Choksey (former MD – Asian Paints). The company is one of the leading producer of polymer products namely Synthetic Latices & Synthetic Rubber. They have one of the … Continue reading Apcotex Industries Ltd (NSE, BSE : 523694)

Company Results Update…

The results season is finally over and it has been a mixed bag. There haven’t been much instances of major outperformances but overall good topline growth is being witnessed while margins are under pressure. It’s a good time to buy into selected good companies as margins would come back over the long run. Results & … Continue reading Company Results Update…

Sunflag Iron – Update & Ideas

We had discussed about Sunflag Iron and provided an update earlier. At that time the company had been posting substantial improvement in operating margins and hence much better net profits and it seemed that the improved was because of the backward integration the company had been doing over last 2-3 years. But since last 2 … Continue reading Sunflag Iron – Update & Ideas