Tata Power – Shinning for a green future

TATA POWER – Shinning for a green future. CMP – Rs 63 Market Cap – Rs 19900 Cr Why buy Tata Power The revenue of  the company is distributed into 3 segments – Power distribution – 44% Thermal and hydropower generation – 36% Wind and Solar energy – 7.2% Renewable Shift  Company has produced major of its electricity from thermal and hydro power plants, and … Continue reading Tata Power – Shinning for a green future

Lumax Industries : An EV disruption Proof Story

Market Cap-1,240 cr CMP- 1325 Industry- Auto Components Business Overview Lumax Industries is renowned company under the DK Jain group. It started as a trading company in 1945 and today it is a full-fledged provider of premium quality automotive lighting solutions for two-wheeler, four-wheeler, trucks, busses, tractors, farm-equipment’s and other various applications. It has a market share of almost 55%-60%. The company entered into a … Continue reading Lumax Industries : An EV disruption Proof Story

NOCIL

NOCIL Market Cap- 1,660 cr CMP- 103 Industry- Rubber Chemicals Company Background NOCIL today is the Largest Rubber Chemicals Manufacturer in India, NOCIL’s involvement in the Rubber chemicals business is over 4 decades with a 45% market share. NOCIL is one of the few players in this business to offer a wide range of rubber chemicals to suit the customer needs. NOCIL is today acknowledged … Continue reading NOCIL

Ultramarine Pigments Ltd.

ULTRMARINE PIGMENTS LTD Market Cap- 800 CMP-275 Why Buy Ultramarine The company has done no dilution in its share capital and zero debt. Fresh capex comes from the back of internal accruals in sector that is witnessing huge tailwinds and businesses/customers finding alternative to China. Inspite of being in specialized commodity business, the company has made consistent ROCE in last 10 years. Over 10 years, … Continue reading Ultramarine Pigments Ltd.

Motilal Oswal Financial Services- Survival of the biggest

Market Cap-8,610 CMP- 580 Key Business Segments Asset Management The company has an overall AUM of 30,000 crores as on March 2020 with AUM of 16,000 crores from mutual funds, PMS AUM at 11,600 crores and AIF AUM at 1,900 crores. The company has a strong SIP contribution with its average SIP ticket size greater than the industry average. SIP’s bring along a lot of … Continue reading Motilal Oswal Financial Services- Survival of the biggest

IIFL SECURITIES – Solid FIN TECH play on rising household financial savings

Market Cap-1500 cr CMP-45 Business Overview- IIFL Securities offerings Broking: Retail/ Institutional Investment Banking Distribution Broking_ Strong Presence in Institutional & Retail space Strong presence in 2500 locations covering 500 cities. Total retail customers in IIFL sec are 8.5 lac. Business offerings comprise equity, commodities and currency broking, DP services portfolioadvisory, distribution of mutual funds, bonds, portfolio management services, alternativeinvestment funds and other investment products. … Continue reading IIFL SECURITIES – Solid FIN TECH play on rising household financial savings

Welspun Corp- Soon out of the Woods

CMP- 60 Market Cap- 1,565 cr Industry- Pipes & Plates Company Overview The company is engaged in manufacturing of welded line pipes and has a diversified product portfolio which includes HSAW line pipes, LSAW line pipes, and ERW/HFIW line pipes. Additionally, it offerscoating, bending and double jointing facilities thereby giving a 360-degree pipe solution to itscustomers. Welspun Corp is one of the largest players in … Continue reading Welspun Corp- Soon out of the Woods

Delta Corp Ltd- An 800 cr gaming behemoth

Cmp-74 Market Cap- 2,016 cr Industry- Gaming/Casino Company Overview A potential multibagger, Delta Corp only listed casino operator in India enjoying 50% market share in organized casino market providing a significant competitive edge in current times of crisis. Along with its casino business, company also owns Adda52 a leading online poker.  Delta Corp, India’s premier casino operator having licenses in all casino destinations of the … Continue reading Delta Corp Ltd- An 800 cr gaming behemoth

Nalco- A State owned Government Gem

Cmp – 50Market Cap – 9450 cr Target- 100 Potential Return-100%Industry- Aluminium and Aluminium Products Company Overview NALCO was established in 1981, started production in 1987, and was listed in 1992. The company has been given “Navratna” status by the government, which gives it a significant amount of autonomy in areas such as capital expenditure and investment in joint ventures and subsidiaries. National Aluminum Company … Continue reading Nalco- A State owned Government Gem

Stock Note : RITES

Cmp – 250Market Cap – 4,957 crTarget – 435 Potential Return- 75% Industry – Railway Infrastructure & Consultancy Company Overview Rail India Technical and Economic Services Ltd. (“RITES”) a wholly owned Government Company, a Mini Ratna, is a leading player in the transport consultancy and engineering sector in India. RITES Ltd. was incorporated by the Ministry of Railways, Government of India (“MoR”), in 1974. It … Continue reading Stock Note : RITES