The Indian Government has identified infrastructure as one of the key drivers of economic development in the country. The infra sector continues to suffer with the high concentration of poorly performing assets and lower-than-expected returns. Infrastructure sector Breakup (for the purpose of this article) Roads & Highways Power Railways Ports Water & Solid Waste Management…
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Which Cement Stocks Should You Buy?
With nearly 390 million tonnes of cement production capacity, India is the second largest cement producer in the world (after China) accounting for about 8 % of the total global cement production. Large cement plants account for 97% of the total installed capacity in India. By 2020, cement production in India will reach 550 million…
Top 5 FMCG Stocks To Buy in India
Indian FMCG sector is the fourth largest sector in the economy with a total market size in excess of Rs. 2,000 billion. The sector has grown at a CAGR of 11 % over the last decade. Food product (43%) is the leading segment followed by personal care (22%). The Indian FMCG sector is expected to grow…
SJVN Limited Stock Analysis
Price – Rs. 27.80 2 November, 2015 INVESTMENT RATIONALE Diversification Efforts to Augment Growth SJVN- diversified presence in different set of power projects. The Company has 3 operational power plants projects with combined operational capacity of 1,959.60 MW including the country’s largest Hydropower plant (Nathpa Jhakri) with 1,500 MW of operational capacity. The Company has…
Top 5 Banking Stocks You Should Consider Buying
With banking stocks making a comeback, I got a lot of queries on potential investment opportunities in this space. Let me know in comments section below if you agree with me on this: For a well diversified equity portfolio, you should own financial services stocks with a weight-age of at least 30% (in the current…
Power Sector Stocks : Deep Value or Junk Buying?
There is a shortage of power in the country – there is excess power available with power producers – consumers have the capacity to pay – distribution companies (i.e. State Electricity Boards (SEBs)) can’t afford to buy power! THE PROBLEM Concession Agreements Over the past 2-3 decades projects were awarded to power companies with clearly…
Are Telecom Stocks Heading for a Crash?
Sometimes it is hard for people to agree when you make a crazy sounding prediction, no matter how strong the facts backing you. During a 3 hour film on TV, I must have seen Airtel 4G challenge ad some 25 times. Then I looked at my Airtel phone – No Internet coverage! — Rajat Sharma…
Top Pharma Stocks in India – Performance Overview
The Indian pharmaceutical industry is 3rd largest in the world in terms of volume and the 14th largest in terms of value and is expected to grow to U.S. $55 billion by FY 2020 from U.S. $24 billion in FY 2015. Exports constitute ~50% of the total industry size **. * * McKinsey Report – India Pharma 2015…
Future of Metal Stocks in India
Like Chinese goods, the Chinese Bull Run came with no guarantees. It also met with a similar end. As the world looks for a new growth engine, can India provide an alternative? Over the last few months, metal stocks in India have taken an absolute hammering. This has more to do with a slowdown in…
Indian IT Stocks – Industry wise Revenue and Exposure
Much against the overall market trend of are super expensive valuations, large cap IT Stocks are optimally poised and are likely to provide green shoots going forward. Nifty PE Ratio (28 July 2015) 23.21 Average PE Ratio for top 5 IT companies (5 year average) 20.43 Average PE Ratio for top 5 IT companies (Current…
Why Indian Aviation Stocks Will Not Make You Money?
Indian Aviation Sector Overview While airlines like Indigo are still hopeful of a successful IPO, if the performance of current aviation stocks is anything to go by, not a single airline has generated any positive shareholder returns over the last many years. While Federation of Indian Chambers of Commerce and Industry (FICCI) expects that the…
How do E-commerce Companies Make Money?
E-commerce companies around the world are running in losses; By any measure, E-commerce industry commands the most extreme valuations; Having received million in private equity funding over the years, big E-commerce companies in India are planning their IPOs; Most big companies in India including Amazon, Flipkart, e-Bay and Snapdeal are focusing on developing high end…
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