On year-on-year basis (from Q2 FY 2018 to Q2 FY 2019), Nifty 50 earnings – Q2 FY 2019* showed a growth of 8.19%. In comparison, average stock prices went down by 2.49% during the same period**. *Based on 44 companies which have declared results **Based on stock prices as on 12th November for each year. Current PE Valuation of…
Date – 29th October, 2018 Price – Rs. 156.25 About the Company Hikal Limited (“Hikal” or the “Company”) offers solutions across the life sciences value chain. The Company is in the business of supplying research services, active ingredients and intermediates to global pharmaceuticals, animal health, biotech, crop protection and specialty chemicals companies. Pharmaceuticals – Hikal…
Since August 2018, Nifty has lost 762 points (10.6%), from 11,346.2 to 10,224. With stock markets falling, many investors are worried about poor performance of their equity investments and wonder if they should continue investing in their monthly SIPs. It is obvious for the investors to feel discouraged as their investments are earning negative returns…
Piramal Enterprises Limited (“Piramal” or the “Company”) is one of India’s large diversified companies, with a presence in Financial Services, Pharmaceuticals and Healthcare Insight & Analytics. [1] Financial Services – Engages in various financial services businesses. It provides both wholesale and retail funding opportunities across sectors. [2] Pharma – Piramal sells a portfolio of niche…
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…
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