Tag: equity research

  • 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…

  • 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…