Info Edge India Limited (“Info Edge India” or the “Company”) is India’s premier online classifieds company in recruitment, matrimony, real estate, education and related services. Its business portfolio comprises: [1] Recruitment – Online recruitment classified, www.naukri.com – market leader in the Indian e-recruitment space. [2] Matrimony – Online matrimony classified, www.jeevansathi.com – among the top…
Indian Pharmaceutical Market The Indian Pharmaceutical Market (IPM) accounts for approx.1.5% of the global pharmaceutical industry in value terms and 20% in volume terms. In last ten years, India’s domestic pharma market has grown to Rs 1.1 trillion from Rs. 363 billion in 2008 on the back of around 97,240 brand launches, and exports led…
India is going to become third largest economy by 2030 backed by strong demographic, economic factors and conducive regulatory environment. With growing middle class, young demographic, uptake on digital and a rise in the consumer’s income, the propensity to spend on media and entertainment is growing faster. Source: EY-Reimagining India’s M&E Sector| March 2018 Favourable…
Future Lifestyle Fashions Limited (“Future Lifestyle” or the “Company”) owns and markets over two dozen fashion brands through exclusive brand outlets, department stores and multi brand outlets, as well as company operated chains such as Central, Brand Factory and Planet Sports. It collectively operates around 400 stores spread over 5 million square feet of retail…
When you buy mutual funds from any fund house, you can choose between getting your mutual fund units in demat account or you can hold it with the AMCs. Please note that once mutual funds units are in demat account, investors can sell/redeem units either through stock broker or through the Exchange platform (BSE Star…
[1] Motilal Oswal Value Strategy PMS Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for investors looking to invest in large cap companies for long term wealth creation view…
Date – 31 July, 2018 Price – Rs. 120.60 WHAT’S DRAGGING THE STOCK Resignation of Deloitte as Auditors Manpasand Beverages stock tumbled more than 67% from Rs 448.15 on May 22, 2018 to Rs 149.15 on 22nd June 2018. Reason being: Deloitte Haskins & Sell, the Company’s auditor has quit, a few days before…
Product – Kotak Special Situations Value Strategy PMS Benchmark – Nifty 500 Portfolio Composition – the portfolio typically consists of 15-20 stocks Kotak Special Situations Value Strategy PMS – Investment Philosophy The portfolio shall be a mix of Value Opportunities and Special Situations. Value Opportunities – Investing in those stocks which are available at a…
Over the past few days I have heard much about not being out there with my recommendations and stock market outlook. This is true. I have been very passive over the last few weeks. This is in stark contrast to how I usually go about my affairs. Part of the reason why I have not…
Date – 9th July 2018 Price – Rs. 1091.20 About the Company NIIT Technologies Limited (“NTL” or the “Company”) was set up in April 2003, when NIIT Ltd (NIIT) spun off its software solutions business (excluding knowledge solutions) into a separate legal entity. NIIT holds 25% stake in NTL through a wholly owned subsidiary, Scantech Evaluation…
Price – Rs. 259.60 About the Company Incorporated in 1998, Indraprastha Gas Limited (“IGL” or the “Company”) is a Joint Venture of GAIL and BPCL. Govt. of NCT of Delhi also holds 5% equity in IGL. IGL is engaged in retail gas distribution business, supplying Compressed Natural Gas (CNG) and Piped Natural Gas (PNG) and…
Date – 25th June 2018 Current Price – Rs. 829 Persistent Systems Limited builds software and serves other software product companies and enterprises with software at the core of their digital transformation. “Building Software is Its Business” Persistent develops best-in-class solutions in key next-generation technology areas including Analytics, Big Data, Cloud Computing, Mobility and Social,…
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