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AR Nuggets: Will the Goliath of the Steel Pipe Industry get Stronger?
APL Apollo is the leader in the ERW pipe market with 40% market share. The company is well placed to take advantage of use of structural steel in construction ...
United Spirits – Are the spirits high for shareholders?
When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
AR Nuggets: Where’s the Two Wheeler Giant Going?
In our new series, AR Nuggets, starting with the Hero Motors FY20 Annual Report, we separate the wheat from the chaff and highlight the most relevant takeaways ...
Mahanagar Gas: From Growth Story To Now A Dividend Play
In the four years since listing, the volatility in the share prices of Mahanagar Gas is much more compared to its peers – Indraprastha Gas Ltd. and Gujarat ...
TCS: Deep Inside its Buyback is a Tax-Efficient Dividend
You have to love buybacks. A company buys back its own shares, and you're thinking: Wow, they also like their share price! You are being naive, brother. Let's ...
An Opportunity in the Boring Old IDFC
When stocks keep going up 5% a day, it's very boring to think of a stock that might give you like more than 20% in 6 months. Which is why ...
Taking Stock: How a 73 Year Old Chemical Company Works
Atul is one of India's leading chemical company. It has a product portfolio of 900 products and 400 formulations. Atul's products are used across 30 industries ...
Reliance Industries Bites Its Own Bullet
India’s most valued company – Reliance Industries Ltd. – has managed to attract investors to buy a stake in its telecom, retail and tower assets, but ...
The UTI AMC IPO: Should you invest?
The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC ...
Mazagon Dock Shipbuilders IPO: Should you invest?
State-owned defence company Mazagon Dock Shipbuilders Ltd. is launching its initial public offering this Wednesday. The IPO joins the issues of Likhitha ...
