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
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.
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
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
Cmp-93 | Market Cap- 27,535 | Potential Return- 30% | Industry- Automobiles Company Overview Ashok Leyland (AL), flagship of the Hinduja Group, is the 2nd largest manufacturer of commercial vehicle (CV) in India and 12th largest manufacturer of trucks globally. It is headquartered in Chennai and has 9 manufacturing facilities, out of which 7 are based out of India and the rest provide AL international … Continue reading Stock Note : Ashok Leyland – Contrarian Trade
Phoenix Capital 