The unprecedented crackdown of the edu-tech sector in November 2020 was indeed “The Great Fall of China.” Be it data security, marketing practices, or floating an IPO, the Chinese government imposed stern constraints on its home-grown tech companies. Listed companies can no longer raise funds by way of stock markets to invest in Edu-tech businesses. […]
The chemical sector has created impressive wealth for the investors in the last five years as most of the stocks have turned multifold but there is a concern about valuations in many counters.Speciality chemicals manufacturers have been in focus for a while now, with rising demand and realisations. With Indian markets hitting new record high […]
Shares of Coromandel International, GSFC, Chambal Fertilizers, Deepak Fertilizers and others surged in the range of 5-10% in early deals Fertilizer companies’ stocks are in focus after China’s latest move on suspending exports for some key fertilizer companies in its domestic market. Shares of Coromandel International, GSFC (Gujarat State Fertilizer and Chemicals), Chambal Fertilizers, Deepak […]
We believe the stock is currently overvalued and is trading above its fair value. Also, the stock is currently trading at P/E of 135 which is much higher than its peers and industry P/E of 33, suggest experts. Since its listing, Happiest Minds Technologies Ltd has been treading new highs. The stock has delivered 4x […]
“The big money is not in the buying and selling, but in the waiting.”-Charlie Munger Click here to view Pdf of Key Insights
We started this week with some volatility on the back of fear of tapering. We saw the first Asian country – South Korea, raise its interest rates. Many of our portfolio company’s published their annual reports this week highlighting their bright future prospects Click here to view Pdf of Key Insights
Infosys chief executive Salil Parekh on Wednesday, welcoming the Zomato IPO, said that internet IPOs like Zomato are incredible and will boost technology business and innovation coming out of India. Parekh’s remarks came days after Tata Consultancy Services (TCS) chief executive Rajesh Gopinathan welcomed India’s upcoming Internet IPO rush. Against the backdrop of food delivery […]
Zomato IPO which will close for subscription on Friday has gained a lot of interest given the uniqueness of the company, large opportunity size and some evidence of scale economiesThere is a lot of excitement around the Zomato IPO given it’s the first large consumer tech company getting listed. The IPO which will close for […]
Pre-IPO companies are essentially private companies that have established business model and revenues with intention to list on stock exchanges to raise new capital or unlock existing shareholder value. While many investors wait for the companies to list in order to start trading in them, there are options wherein one can invest in companies before […]
Nifty Realty index has outperformed the benchmark Nifty 50 index during the month of July, surging 17% so far. The real estate index was up 2.51% on Thursday, inching closer to a fresh 52-week high, helped by a sharp up-move in stocks such as India Bulls Real Estate, Phoenix, Prestige, and DLF. Real estate stocks […]
Foreign Portfolio Investors’ (FPI) holdings in companies listed on the NSE went down to 21.66 percent, as on June 30, 2021, from 22.46 percent, as on March 31, 2021, on an aggregate basis by value percentage, data from primeinfobase.com highlighted.In rupee terms, FPI holdings stood at Rs 48.82 lakh crore. This was an increase of 8.46 percent […]