Tag: equity research
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Capacite Infraprojects IPO: Play the Trump Card
IPO Opens 13-15th Sep at Price range: Rs. 245-250 Small Cap: Rs. 1,700 crore cap Industry – Construction P/E 24.4 and P/B 2.37 times (Post IPO) Advice: Investors can BUY this IPO with a 2 year perspective Summary Overview: It is a Mumbai based construction contracting firm started in 2012; makes Residential & Commercial buildings in…
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IndiGo Airways – Flying High, Wide and Handsome
Date: 30th May, 2017 CMP: Rs 1,060 Advice: HOLD Industry – Airlines Large Cap – 38,500 cr. mkt cap Overview: Overview: IndiGo is the market leader in Indian aviation with a low cost carrier model. They have a leading domestic market share of 40.4%. The revenue and profit were Rs 19,370 crores and Rs 1,659…
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S Chand IPO: An Educational Content Powerhouse
IPO Open 26-28th Apr at Rs. 660-670 Mid Cap: Rs. 2,328 crore Mkt cap Industry – Education Publishing P/E 36.8 times TTM Advice: Investors can BUY with a 3 year perspective Summary Overview: SCL is a 70 year old firm that delivers books, content and services in education to the K-12, higher education and early…
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Vikas Ecotech – Get ‘Vikas’ for your Investments
Date: 24th Apr 2017 CMP: Rs. 21.25 Small Cap – Mkt Cap is 610 crores Industry: Specialty Chemicals Target price is Rs. 52.7 by May 2019, a growth of 143% over 25 months A High Risk but High Gain opportunity for aggressive investors Summary Overview: Vikas Ecotech is engaged in mfg. and trading of specialty…
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CPSE ETF FFO 2 – An Energizing Offer – BUY
FFO Applications: 15-17th Mar; Listing by 7th Apr ETF has 10 PSUs; Oil and Gas heavy Raising amount: Rs. 2,500 cr. Managed by Reliance Nippon Life Asset Management Central PSEs, Exchange Traded Fund, Further Fund Offer 2 Buy with a 1 year perspective Overview: The Scheme is a further follow on issue (FFO 2) after…
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Investment Notes – Euphoria
Three positive events have occurred. Demonetization is over; the Feb 2017 budget was good, and the 5 state elections threw up BJP as a likely winner in 4. At this point, we are overwhelmingly positive on the investment outlook. Investment Notes It was 18th Feb 2015. The Sensex had just closed at 29,320. It had…
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Avenue Supermarts IPO: The Mart of Choice
Date 7th Mar 2017, IPO Open 8-10th Mar at Rs. 295-299 P/E 39.9 times TTM Large Cap: Rs 18,660 crore Mkt cap Industry – Retail Advice: Investors can BUY with a 2 year perspective Overview: D-Mart is an emerging national supermarket chain, with a focus on value retailing. Total income for FY16 was Rs 8,606…
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