Blogs

February 29, 2020

Sobha, south based realtor well placed to benefit from consolidation in the reals estate industry. Company has good earnings visibility

Sobha is a leading South based realtor also engaged in construction contracts for third parties. The company’s focus is on affordable housing with high sales velocity. […]
February 21, 2020

Despite promoter debt problems; performance at Zee Learn remains on track; long term wealth creation possible as K-12 schools mature

Zee Learn is India’s largest pre-school operator. The management is confident of steadily growing its business of pre-schools and K-10 schools given the huge potential for […]
February 19, 2020

Greenfield commissioning of new plant at Dahej and better industry trends to drive growth at Camlin Fine

Camlin Fine Sciences is the leading integrated manufacturer of antioxidants aroma ingredients, health & wellness and performance chemicals. The operations are global with presence in most […]
February 7, 2020

Minda Corporation could be an outlier in the auto components industry. Company benefits from BS VI transition

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 […]
February 6, 2020

Deepak Nitrite flying on the back of higher products prices and decent volumes due to restricted Chinese competition

Deepak Nitrite reputed chemical company with a wide product basket. Its subsidiary Deepak Phenolics is India’ largest and only manufacturer of phenol. Increased environment oversight in […]
February 2, 2020

Mahindra Holiday a unique play on rising domestic spends on leisure and travel. Strong balance sheet and value in land bank / international subsidiary are additional plus points

Mahindra Holiday is India’s largest vacation ownership company. The business is a direct play on rising consumer aspirations leading to higher spending on vacations and holidays. […]
January 30, 2020

Quess Corp a good long term bet as acquisitions start to contribute to bottomline

Quess Corp is India’s largest staffing company with global presence. Post its listing in 2016 the company has been pursuing inorganic growth options which has boosted […]
January 29, 2020

Long term prospects bright for SIS due to rising urbanization and new commercial facilities

SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]
January 29, 2020

SIS on strong growth trajectory. Benefits from increased urbanisation and consolidation within the industry

SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]
January 26, 2020

Industry leading growth rates and traction from products and platforms key positives of HCL Technologies

HCL Tech is one of India’s leading software company. The industry in facing major challenges caused by intense competition in traditional IT services. Digital projects, the […]