Year: 2011
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Gold as an Investment – Should you buy Gold now?
September 2011 Introduction: Gold has been in the news of late for a number of reasons, including the recent steep rise in prices. This metal caused a ‘gold rush’ – the migration in USA from East to unexplored West in the 1800s It has been a currency and a store of value for man since…
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Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
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Bharat Forge – the Forging Giant Returns
CMP: 291 Date: 12-08- 2011 Advice: Invest in SIP fashion Till 2006 Bharat Forge (BF) was primarily an auto components firm. A number of mergers and acquisitions in the 2004-07 periods saw BF also enter in several new geographies. Manufacturing is in 11 locations and 5 countries: India (4), Germany (3), China (2), Sweden…
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The Demographic Dividend in India
And how you can profit from it. Get my reports and articles first, right in your inbox – subscribe for free to this blog, on the right hand side panel. We’re hearing the term ‘Demographic Dividend’ bandied about quite a bit, when describing India. What does it mean, and what are the implications? What’s happening…
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L&T Finance Holdings – IPO – Invest
Price band 51-59 ; Issue period Retail – July 27 – 29, 2011. (For a detailed note on L&T Finance Holdings IPO with analysis, business charts and IPO risks, subscribe for free to this blog, on the right panel) Update on July 28th On the second last day, the IPO has already been subscribed 1.21…
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A Titan for the long term
——————————————————————————————————- There is an update of this report dated Nov2012, Titan – The Jewel in the Crown Titan Industries is a power brand and the largest specialty retail chain in India. It is translating the success in watches into new categories by adding one every 5-7 years, and now also straddles jewellery, eye wear and…
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Sparkling Power Finance Corp FPO – May 10-13
Update on late May 12th! PFC FPO got over subscribed 3.6 times on Thursday. While the FII portion was subscribed a healthy 6.9 times, the HNI (0.01 times) and Retail (0.34 times) subscribers are waiting for the last day. This indicates a likely surge tomorrow in the latter two categories. The maximum subscription amount for…
