Tag: equity research
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Colgate Palmolive (India) – A Shiny Idea
Date: 25th May 2020 ; CMP: Rs 1,313 Large Cap – Mkt Cap Rs. 35,700 and Industry: Consumer – FMCG Valuation: P/E at 37.3 Advise: BUY Summary Overview: Colgate Palmolive (India) is the leader in India’s oral care market with a 49% share. Their range includes toothpastes, toothpowder, toothbrushes, mouthwashes and personal care products products…
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Indian Speciality Chemicals Sector – A Spotlight
The Indian economy has been hit by the Covid-19 epidemic. Even in this tough market, we find that the Indian Specialty Chemicals sector has the potential to not just survive, but actually grow rapidly. Introduction The Chemical sector constitutes a significant part of Indian economy. It’s a very diversified industrial sector, as chemicals cover over…
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SBI Cards – IPO is an Easy Transaction
IPO Opens 2-5th Mar at ₹750-755/share Large Cap: ₹ 71,000 cr. Mkt cap Sector – BFSI, Credit Cards Valuations: P/E 51.4 times TTM, P/B 14.6 times (Post IPO) Advice: SUBSCRIBE Summary Overview: SBIC offers credit cards to individual cardholders and corporate clients for a range of lifestyle, rewards, travel and fuel and shopping needs. SBIC…
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Reliance Industries – A Firm to Rely On
CMP: ₹1,532 Industry: Refining, Petrochem, ++ Conglomerate Large Cap with ₹9,85,000 crore mkt cap Current Valuation: P/E: 23 times and P/B: 2.4 times BUY with a target of ₹2,200 by May 2022 Summary Overview: Reliance Industries is the largest private sector firm and #1 by market cap in India. RIL has over decades proven its…
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Spandana Sphoorty Financial IPO – A Spunky Player
Date 06th Aug; IPO Opens 5-7th Aug at Rs. 853-856 Valuations: P/E 17.6 times TTM, P/B 2.4 times (Post IPO) Mid Cap: Rs. 5,505 cr. Mkt cap Industry – NBFC MFI Advice: SUBSCRIBE Overview: Spandana is a rural focused NBFC-MFI with a geographically diversified presence in India. It offers income generation loans under the joint…
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IndiGo – Spreading Wings but Oil Squeeze
Date: 09th May 2019 Industry – Airlines CMP: Rs 1,575 Large Cap of Rs 58,000 cr. mkt cap Overview: IndiGo is the market leader in Indian aviation with a low cost carrier model. It has a dominating domestic market share of 46.9%. The revenue and profit were Rs 23,967 crores and Rs 2,242 cr. resp. for FY18.…
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RVNL IPO – Railways’ Growth Engine
Industry – Railway Transportation PSU in PMC space Mid Cap of Rs. 4,000 crore IPO Opens 29th Mar – 03rd Apr 2019; Price range Rs. 17-19/share Valuations: P/E 6.9 times TTM; with a discount for Retail investors Advice: SUBSCRIBE for listing gains Summary Transportation Infrastructure is a crying need in India. With Airlines, Roads and…
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