Delta Corp Limited (“Delta Corp” or the “Company”) is the only listed company engaged in the casino (live, electronic and online) gaming industry in India. The Company currently own and operate casinos in India, in the states of Goa and Sikkim, offering approximately 1,800 gaming positions. In addition, the Company has also ventured into the…
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IDFC First Bank Stock Analysis
On 18th December, 2018, IDFC Bank Ltd. and Capital First Ltd. announced the completion of merger and the merged entity will be called IDFC First Bank (“IDFC First” or the “Bank”). IDFC First Bank will now offer a wider array of retail and wholesale banking products, services and digital innovations, to a greater number of…
Asian Paints And Kansai Nerolac – Comparative Analysis
Asian Paints and Kansai Nerolac – Business Description Asian Paints – Asian Paints is the industry leader in the decorative paint segment with 53% market share and a dealer network of over 55,000 across India. It derives 77% of its topline from the decorative segment. Asian Paints along with its subsidiaries have operations in…
Oberoi Realty Stock Analysis
Oberoi Realty Limited (“Oberoi Realty” or the “Company”) is India’s leading real estate development company, headquartered in Mumbai. The Company is focused on premium developments in the residential, office space, retail, hospitality and social infrastructure verticals. The Company has delivered 42 completed projects across Mumbai aggregating about 11.89 million sq. ft. of spaces. The Company’s…
TCI Express Stock Analysis
TCI Express Limited (“TCI Express” or the “Company”), the demerged express distribution business of Transport Corporation of India, operates in the surface express, domestic air express, international air express, and reverse express segments though a vendor network of 4000+ containerised trucks, 550 branches and 28 sorting centres. While majority of the sorting centres are leased,…
Hindustan Foods – Indirect Player in the Consumer Space
Hindustan Foods Limited (“Hindustan Foods” or the “Company”) is one of the largest and most diversified contract manufacturing companies for various FMCG products. Price – Rs. 394 The Company has manufacturing units in Goa, Pondicherry, Jammu & Kashmir, Mumbai, Coimbatore and Hyderabad. Business Model: Contract Manufacturing – Provide contract manufacturing solutions for MNCs and emerging…
Greenlam Industries – Market Leader in Laminate Industry Available at Discount
Greenlam Industries Limited (“Greenlam” or the “Company”) is the largest laminate player in the country with 13% market share in the organized domestic market. Price – Rs. 751.10 Distribution Network – Greenlam Industries has the largest and widest distribution network of over 14,000 distributors, dealers and retailers across the country. In the international market, Greenlam…
Karnataka Bank Stock Analysis
Karnataka Bank Limited (“Karnataka Bank” or the “Bank”) is one of India’s largest growing private sector banks with an expanding presence across the country. The Bank currently services through a network of 2,374 service outlets with 829 branches, 1 Extension Counter and 1,544 ATMs (incl. 280 recyclers) in 551 centres across India. Price – Rs.…
Ineos Styrolution India Limited Stock Analysis
Price – Rs. 490.45 View – Buy About the Company INEOS Styrolution India Limited (INEOS or the Company) is the number one producer of Absolac (ABS) and Absolan (SAN) in India. In simpler terms it makes intermediates and chemicals that are used for manufacturing various products in many industries.The Company is an ultimate subsidiary of…
Graphite India Stock Price: One off or have things turned around?
Graphite India Limited (“Graphite India” or the “Company”) is the largest Indian producer of graphite electrodes* and one of the largest globally, by total capacity. Graphite India manufactures full range of graphite electrodes with focus on higher margin, large diameter, ultra-high power (“UHP”) electrodes.Graphite India also manufactures Calcined Petroleum Coke for use in electrode manufacturing.…
Yes Bank Stock Analysis: Valuation and Speculation Based on What Nobody Knows
With all the problems that Yes bank is facing, here’s a lowdown of what the bank is made of and why it is where it is today: Yes Bank Limited (“Yes” or the “Bank”) is one of India’s largest and still fastest growing private sector banks. The Bank currently services through a network of 1,110…
Somany Ceramics – Reasonable Valuation
Somany Ceramics Limited (“Somany Ceramics” or “Company”) is the 2nd largest organised tiles manufacturer in India (in terms of revenue). The Company is engaged in manufacturing of ceramic wall & floor tiles, polished vitrified tiles, glazed vitrified tiles, sanitaryware and bath fittings. Somany Ceramics operates through its two own manufacturing plant in Kassar, Haryana (19.63…
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