The banking sector stocks in India have been depressed in the recent past and this has been as a result of several factors including rising NPAs for public sector banks and sluggish economic growth impacting credit growth. However, I see this weakness in the banking sector stocks as a good opportunity to consider exposure to quality banking stocks in India.…
Analysis Overview – Sunil Healthcare, a producer of empty hard gelatine capsules, is already a multibagger with 241% returns in the last 12 months. This article discusses why Sunil Healthcare still has immense growth and stock upside potential in the coming years. Company Overview – Sunil Healthcare is the second largest producer of empty hard gelatine capsules in India with…
Analysis Overview – Since Mr. Narendra Modi assumed power, the NIFTY Infrastructure index has declined by 16% and Larsen and Tubro has declined by 17%. The index and the stock indicate that infrastructure sector investment has been sluggish. The chart below gives the returns for the infrastructure index, L&T and NIFTY since May 2014. Clearly, the infrastructure sector has significantly…
Friday, 18 March 2016 00:00

Can Dynacons Technologies Make It Big?

Unbelievable Returns Don’t be shocked to hear that Dynacons Technologies has returned 5,062% in 24 months. The company was trading at INR0.37 on February 18, 2014 and the stock trades at INR19.1 two years down the line. The returns are stellar, but the story for Dynacons Technologies is still to commence. This article discusses the reason behind the 5,062% returns…
Investment Summary – Chembond Chemicals, listed in BSE with a current stock price of INR359 and market capitalization of INR240 Crore is a multi-bagger in the making. Chembond Chemicals is involved in the manufacturing a diverse range of specialty chemicals like water treatment, polymers, construction chemicals, high performance coatings, animal nutrition’s and industrial biotech products. In my view, the company…
Research Overview – In the last 12 months, Garware Wall Ropes has provided investment returns of 48% as compared to negative returns of 16% for the NIFTY index. In the next 5 years, I expect Garware Wall Ropes to outperform the index and potentially give investors multi-fold returns. This article elaborates on the bullish factors. Garware Wall Ropes – A…
I had initiated Raunaq EPC International on January 27, 2016 with a view that the stock is worth accumulating. The stock has been marginally higher since then even after the broad market carnage and I remain bullish on the company’s long-term prospects. This article discusses the company’s 3Q16 results that were released on February 4, 2016. Overall, the results can…
Thursday, 11 February 2016 00:00

Mallcom (India) 3Q16 Result Review

I had initiated coverage on Mallcom (India) on January 2, 2016 with a buy recommendation for long-term. There has been deep carnage in global markets for YTD16 and the NIFTY index has declined by nearly 11% for the year. Mallcom (India) has not been spared with the stock correcting by 23% since recommendation. However, I remain bullish on the stock…
My Second Value Creator For 2016 On January 2, 2016, I discussed my first value creator for 2016 – Mallcom (India). The stock has remained largely sideways in turbulent markets and I continue to expect great days ahead for the company. In this article, I will be discussing my second value creator for 2016 (another company from the mid-cap space).…
Saturday, 02 January 2016 00:00

Mallcom (India) Is A Potential Value Creator

My First Value Creator For 2016 The year 2015 presented several value creators to investors and most of the multibaggers were from the mid-cap and small-cap space. I continue to believe that 2016 and beyond will be years when mid-caps and small-caps provide stellar returns. Mallcom (India) is my first value creator idea for 2016 from the mid-cap space. The…
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