Tag: equity research
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Britannia Industries – A Premiumization Play in Foods
23rd April 2015 CMP: Rs 2151 Large Cap – Mkt Cap 26,000 crores Advice: BUY, with a target of Rs 3168, a 47.3% appreciation by Mar’17. Summary Britannia rides not just the consumption theme, but within that the large food segment and also commands a premium image. Britannia is a powerful brand in this space. As…
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Page Industries – The Jockey Rides Too Fast
Date: 13 Jan 2015 CMP: Rs 11,766 Mid Cap – with Mkt Cap 13,020 crores Advice: HOLD now, and buy on dips Overview: Page Industries with the Jockey franchise in India is a pioneer of the premium innerwear market. It is extending the success in menswear to womens wear and active wear, and with the…
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Apple Inc. and the Happiest Moment
———————————————————————————————— Apple Inc., USA Feb 12, 2015 CMP: $125 Global #1 Cap – Mkt Cap $ 727 billion Dear Investor, Almost 2 years ago, I wrote an investment note on Apple Inc. Here it is. There’s nothing wrong with Apple Inc. The key message was that Apple is innovative, cash rich, will reward shareholders, and even…
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Godrej Properties – A Towering Success
——————————————————————————————————————– Date: 12th Jan 2015 CMP: 253, PE: 28.4 times Mid Cap with mkt cap 5,080 cr. Advice: Medium Risk. Buy for minimum 2 year holding. Overview: GPL is a premium end player in housing, commercial and township real estate with a national footprint. It has a good record of projects, and a lean, asset…
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