Tag: wealth management
-
Real Estate v/s Equity for personal wealth creation
10th Apr 2023 Lets evaluate several publicly available asset classes and try to answer this question. In addition, we will have a face off among two of the largest asset classes – Real Estate and Equity. This will help investors to build clarity and help choose among these assets. Wealth Options and Components In this…
-
Equity Portfolio Thoughts – Control, Wealth and your Reflection
——————————————————————————————————- Date 28/01/2022, first published 23rd March 2015 Summary An Indian investor is free to invest in any of 5000+ stocks listed on the exchanges. He may have a range of needs in his equity portfolio, which we have captured in a hierarchy. He may like to progress on this range and exercise his…
-
Star Health IPO – A Toast, to your Health!!
Date 30th Nov; IPO Opens 30-2nd Dec, at ₹ 870-900/share Large Cap: ₹51,800 cr. Mkt cap; Sector – Insurance, Health Advice: SUBSCRIBE Why Buy Now: The waves of Covid have pushed SHI into losses but 1) we do not anticipate more severe waves in future, and 2) SHI should be able to recover through faster…
-
IEX – Indian Energy Exchange
‘Indian Energy Exchange is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables, and certificates.’ – from IEX website. Did you know, the IEX share has gained 4X in the last one year? See IEX on MoneyControl. Waaat? Why? How? It is at a PE of 104…
-
New into Equity Markets? Consider the Large Cap Stocks Basket from JainMatrix
The Large Cap Stocks Basket was created 8 years 9 months ago Its a concentrated 7 company basket of Blue Chip, well known and well respected large caps This Basket has done very well over this period, doing better than the Sensex and Nifty indices There have been only 6 changes in the portfolio in…
-
Indian Markets, Over or Undervalued? – A discussion
Summary: In this note, we debate on the current levels of the Indian markets, using several well-known ratios, in the context of local and global events. We are perhaps continuing from my previous Outlook article – Equity Outlook, Nov’20: Rising like a Phoenix from the Ashes Introduction The Markets are at an all-time high as…
-
Nestle India – Healthy Food, but High Valuations
Date: 02nd Sept 2021 CMP: ₹19,950 Industry: Food & Beverages Large Cap: ₹1,88,000 cr. mkt cap P/E: 82.46 times and P/B: 88 times HOLD with a Jan’24 target of ₹26,400, a 33% gain in 2.5 years. Summary About Nestle: in India since 1912, Nestle has brands like Cerelac, Nescafe, Maggi, Milkybar, Kit Kat, Bar-One, Milkmaid…
