-
Enhanced screen
- April 4, 2019
- Posted by: Udit
- Category: Uncategorized
No CommentsElections got announced few days back, yet will remain as The News on every channel for the next two months. An event like that will allow media to generate more news everyday – opinion polls, voter surveys, panel discussions just to create derivative content and milk every event to its fullest. In our context, the
-
Fundamentals – Test Match!!!
- April 4, 2019
- Posted by: Priyanka Gandhi
- Category: DistrictD
Hope you grabbed one of the biggest opportunities in the last couple of years. Markets got very jittery (from weak) around Sept last year and remained so till Feb this year. No one can say for sure what it will be like going forward, however in hindsight it seemed like the best opportunity over the
-
Consumer Implied Growth rates
- December 7, 2018
- Posted by: Priyanka Gandhi
- Category: DistrictD, Investing
This is a followup to our previous blog where we had presented the implied growth rates in some companies stock prices. Given the good response that we got, we have decided to run a small screen on implied growth rates every week on Thursdays. Please do send in your requests if there is a specific
-
DCF back in vogue?
- December 6, 2018
- Posted by: Priyanka Gandhi
- Category: DistrictD, Investing
I was just putting in place our Excess Returns based valuation model tools for the financials companies, when my developer, who is btw a finance novice, asked if it was only a theoretical valuation for the company! We all know that there is a wide gap in theory and practice anyways, especially in finance. So
-
Quarterly results – A chore that is now easy to do
- November 21, 2018
- Posted by: Udit
- Category: Uncategorized
Another results season and another set of broker downgrades of Nifty EPS have gone by. I thought the downgrades came a month too late. The markets had already fallen, and the downgrades were only a post-facto reporting of what had already happened. To most informed investors it would not have been any news. Even now
-
It is the commodities we need to worry about
- October 26, 2018
- Posted by: Udit
- Category: Uncategorized
I have been thinking a lot about this – if as an economy we (as in India!) benefited from the low commodity prices over the past 5 years, would it not be an issue for us if commodity prices sustain at the current levels. For example, Oil prices broadly averaged US$50/barrel in 2015/16/17, Aluminium averaged
-
Bright Prospects for Speciality Chemicals
- October 15, 2018
- Posted by: Priyanka Gandhi
- Category: DistrictD
Indian Speciality Chemicals industry is worth USD 30 billion and forms 20% of the Chemicals Industry. Indian speciality chemicals grew 2x global speciality chemicals at CAGR of 13% over FY10-18 and is likely to grow at 14% per annum. It is expected to accelerate to 17% driven by domestic growth and stable exports. The growth
-
Indian Chemicals is the new Sizzle
- October 7, 2018
- Posted by: Priyanka Gandhi
- Category: DistrictD
Indian Chemicals is the new Sizzle India is 3rd largest producer of chemicals in Asia, 6th largest in the world and chemicals sector contribute to around 8% of GDP. India is steadily moving up the rank as global economic power and becoming business magnet for investment. High domestic consumption, Diversified industry, Ease in doing
-
Filter the noise and reanalyze your portfolio
- September 26, 2018
- Posted by: Udit
- Category: Investing
Seeing the massive drop in markets over the past few days, I wondered if this situation presented any opportunities. While India story remains still strong for me, Investing has been tough over the past couple of years, simply because I feel that valuations are irrationally high, which has forced analysts to justify unduly high earnings
-
Analyse market dynamics like a boss
- September 7, 2018
- Posted by: Udit
- Category: DistrictD
The past few weeks have been about currency wars, trade wars and a lot of things moving about and on within India itself. As a result stock markets have also been moving around. This does indeed present opportunities for investors – “buy into interesting stocks which have corrected a bit?” or “play into the export theme?” or “sell
- 1
- 2