Godrej Industries (GI) is one of the holding Company of Godrej group. Besides, it’s also a leading manufacturer of oleochemicals on standalone basis. However, for all practical purposes, it should be mainly looked at as a holding Company – numbers of it’s standalone business are not much exciting. It also borrows to fund various group … Read more
VST has been one of the under performers in the current bull run. From the high of around Rs 4,500 in January 2020 stock is currently trading at Rs 3,500. I personally attribute the underperformance to Covid-19 and it’s related fear about Cigarette smoking. The same is also reflected in the reported financial performance by … Read more
As per my employee contacts at ICICI Bank, lot seems to have changed since Sandeep Bakhshi took over. He is focused, detail oriented and a boring banker. Result – there is less focus on market position but more on effective growth by identifying the available market opportunities. Unit economics and credit quality has become a … Read more
Company’s portfolio comprises of fabric care, home care, personal care and dish wash. It’s brand portfolio includes Ujala, Henko, Margo, Maxo and Pril amongst others. The stock has been an under performer over the last few years primarily due to the increased competitive pressures and consequent average financial performance. Sales and profits just grew at … Read more
Current Market Caps (August 23, 2021) Bombay Burmah Trading Corporation (BBTC) – Rs 8,239 cr Britannia Industries – Rs 93,841 cr BBTC’s stake in Britannia is currently worth more than Rs 40,000 crore i.e., almost 5 times of it’s total current market cap. As such, it’s not unusual for holding companies to trade at a … Read more
Have a look at the following long term SBI chart. The stock after testing it’s long term support in March-April 2020 has recently broken out of 2015 highs. The long term pattern has all classic formations to suggest a sustained upward move for medium to long term investors. If the market corrects, the stock can … Read more
Saira Malik is the chief investment officer for Nuveen’s $420 billion equity division. She runs three different strategies that are succeeding in the post-pandemic world. Malik told Insider how she’s investing in a more gradual recovery after COVID. See more stories on Insider’s business page. Since the start of 2020, few things seem to have … Read more
Most of the times we end up playing someone else’s game and that never works !
Some of my learnings over the years. You will find them simple but effective. Check on….