Dipan Mehta

September 4, 2020
Published by Dipan Mehta at September 4, 2020
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Attractive valuations, synergy benefits and focused brand management make Zydus Wellness an interesting investment opportunity

Zydus Wellness is the FMCG subsidiary of the pharma giant Cadilla Healthcare. It is renowned for its brand “Sugarfree” which was the first sugar substitute brand […]
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August 31, 2020
Published by Dipan Mehta at August 31, 2020
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Low profile ISGEC Heavy Engineering may surprise with outperformance vis-a-vis its peer group. Order book position provides earnings visibility

ISGEC is a exceptional engineering company that thrived even when other capital goods manufacturing companies were under stress. The company has a very strong balance sheet […]
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August 31, 2020
Published by Dipan Mehta at August 31, 2020
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Ion Exchange well placed to take advantage of growing concern over clean water. Benefits from negative China sentiment

Ion Exchange a mid sized water management company. It has 3 major divisions – engineering project for water and waste water management, chemicals and resins business […]
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August 22, 2020
Published by Dipan Mehta at August 22, 2020
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Distress valuations for Just Dial provides investment opportunity, however question marks remain on the sustainability of the business model

Just Dial is a leading classified advertising company with focus on B2C segment and is at an advanced stage to launch B2B products. The main strength […]
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August 22, 2020
Published by Dipan Mehta at August 22, 2020
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Brisk sales at Vaibhav Global, even during global pandemic, augur well for long term prospects. Product diversification is driving growth

Vaibhav Global is an e-retailer of fashion jewelry and lifestyle products in the USA and United Kingdom on its TV Shopping channels – ShopLC, USA and […]
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August 19, 2020
Published by Dipan Mehta at August 19, 2020
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Brisk sales of air-conditioners post lockdown augurs well for Voltas once full normalcy is reached. Recent market share gains are impressive

Voltas is India’s largest air-conditioning company with a sizable projects and engineering products and services business. The long term growth potential of all air-conditioning division is […]
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August 19, 2020
Published by Dipan Mehta at August 19, 2020
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Deepak Nitrite on new growth path with higer end products prices and commissioning of new capacity. Effect of Covid-19 pandemic to be transient

Deepak Nitrite reputed chemical company with a wide product basket. Its subsidiary Deepak Phenolics is India’ largest and only manufacturer of phenol in the country. Increased […]
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August 19, 2020
Published by Dipan Mehta at August 19, 2020
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Emami may emerge stronger post Covid-19 pandemic with increased consumer spends on FMCG brands with health benefits

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry. Post Covid, new launches in the health category will […]
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August 19, 2020
Published by Dipan Mehta at August 19, 2020
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Minda Corporation could be an outlier in the auto components industry. Company benefits from BS VI transition but present operations impacted by pandemic

Minda Corp. is a leading auto component company with good track record. The increased emphasis of auto companies for higher safety standards, infotainment and superior interiors […]
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