Q2 – Year 2013

Grasim Industries… Is it right time to invest in it?

  Value Operations Verdict Value Prospect As of 5th Nov 12 Quality Rating 2012 Performance Rating 2012 Past Future Safety of Margin B 1 27% […]

By |November 8th, 2012|Q2 - Year 2013|0 Comments|

Hits & Misses so far…

Many analysts and brokers are talking about start of great Bull Run. I have also read and heard about the index hitting 6700 levels in a year! Let’s get clear with what index is even before understanding those numbers. Well, the index is simply aweighted market, capitalisation weighted, index of prices of companies that […]

By |November 4th, 2012|Q2 - Year 2013|0 Comments|

Reliance: Waiting on earnings growth

Reliance is India’s number one company by market capitalisation. Millions of people had invested in this business from almost 4 decades and have made decent money. But four years back when world had to face financial crisis, suddenly a very lucrative business started loosing its charm or in other words its competitive advantage. When […]

By |October 18th, 2012|Q2 - Year 2013|0 Comments|

HDFC Bank: One of India’s Multibagger

This business is one of the multibagger of India for last one decade. But when I get into my capitalist role, I would never park my money at this price and buy this business. While buying any business I don’t look at stock market price trends or 52 week high/lows to make a […]

By |October 13th, 2012|Q2 - Year 2013|0 Comments|

So what is your Fair Value of Infosys now…?

Last year they reported net profits of Rs 8332 Crore for the whole financial year and they didn’t came out with any guidance. Half year had past away and if we look at their results then revenues have grown by 25% and net profits have grown by 28% to Rs 4658 Crore in comparison […]

By |October 12th, 2012|Q2 - Year 2013|0 Comments|