Saturday, 22 November 2014 00:00

Big Potential For Debt Capital Markets In India

With an investment friendly government in India, the economy is accelerating and we expect big changes over the next 5-10 years in terms of economic growth as well as the development of financial markets. In particular, we are bullish on the growth prospects for India’s debt capital market. As the chart below shows, India’s debt capital market penetration is way…
On January 15, 2014, we had given a "Buy" call on Treehouse Education & Accessories. Investors can read that initiating coverage on Treehouse Education HERE. Eight months down the line, Treehouse Education has provided returns of 100% and the stock has comfortably beaten the market returns during this period.     We, at Disruptive Investor, remain bullish on the long-term…
Sunday, 29 June 2014 00:00

Are Indian Markets Overvalued?

The positive developments related to the Indian general election has sparked a meaningful rally in the Indian equities. We analyze if the markets are expensive at these levels and we advise on what investors should do at this point of time. A Historical NIFTY PE Analysis An analysis of the NIFTY PE in the last 14 years (2000-2014 YTD) provides…
Introduction To Our Recommendation We initiate coverage on Prozone Capital Shopping Centre and believe that this stock is a long-term multibagger. Disruptive Investor would recommend an investment horizon of five year and we will access the stock on a quarterly basis to point out any changes in our recommendation or any red flags. We believe that the company is a…
Overview We had recommended Treehouse Education and Accessories on January 15, 2014. That time, the stock was trading at INR240 and we had recommended the stock as buy with a target price of INR370. Treehouse Education touched a high of INR380 before correcting to current levels of INR316. We remain bullish on Treehouse Education and we are also bullish on…
We had initiated on Treehouse Education and Accessories with a target price of INR370. Certain investors have raised the query that a low promoter holding is a cause of concern. We therefore decided to elaborate on the shareholding pattern. The conclusion first – A relatively low promoter shareholding is not a matter of concern. We wish to remind our readers…
Disruptive Investor believes that Treehouse Education and Accessories is a potential long-term value creator. This article will discuss the reasons why we believe that our first stock pick is bound to be an outperformer. Treehouse Education is in the business of pre-schools and is India’s largest self-operated pre-school chain. At a current market price of INR240, Treehouse Education is trading…
Friday, 03 January 2014 00:00

Disruptive Investor On Indian Equities

The Indian equity markets are still at an early stage of growth in terms of retail participation. There is no second thought on the point that the Indian markets are largely driven by FII investing. At Disruptive Investor, we believe that things are bound to change in the long-term and retail participation will be significant as the markets develop further…
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