This is a general post for all business owners; not directed towards anyone in particular. Build a business, not stock price. though not asked for, this is my humble advice Don’t pay heed to only what ‘looks’ good. These are subject to change, depending on the daily mood.…
Year: 2020
Pa(pe)r excellence
The Indian paper industry is in an transition phase. Few large players, with established capacities and a good grip on the raw material front could gain incremental market share thereby continuing to deliver robust revenue growth. Investments to get the cost structure in place is behind us and most companies…
Large caps had their share of fun, now its the time for some small caps to run
It’s been almost 6 months (20th March ’20) since I last released a note on my market view. Read it here. That the market bottomed out on 23rd March ’20, exactly 3 days after I wrote my note, is purely coincidental in nature and I don’t make any claims of…
Satia Industries Ltd. – an interesting paper play
The Union Cabinet has recently given a green signal to the New Education Policy (NEP), by replacing a 34 year old legacy policy system and proposing sweeping reforms in schools and higher education. Parallely, an interim report has been reportedly prepared by the HRD Ministry on the New Curriculum Framework,…
Karda Constructions Ltd. – Mgmt interaction
Real estate is a difficult industry to be in. If the fragmented nature of the industry (dozens of unorganised, local small developers) wasn't sufficiently challenging, demonitisation and the subsequent slowdown in the economy proved even more challenging. And then the RERA blow (welcomed by consumers though) broke the back of…
BLS International – Q1 done; what to look forward to?
BLS International declared their Q1FY21 results and hosted an investor call to discuss the same and share their future outlook. The quarter under discussion was anyways understood to be impacted severely, thanks to travel restrictions globally on account of CoVID. As such, the results didn't surprise me negatively. Rather, I…
BLS International Ltd. – Opportunity in adversity?
With the outbreak of the pandemic globally and the resultant aftermath, it has changed the way we essentially function – right from how we interact, learn, socialise, work, travel, trade, communicate etc. As we emerge from the crisis, the world would look altered significantly, with some structural changes in the…
Reliance Inds. – In the spotlight…
The last 2 months has just brought bad news, and more bad news. What with the rapid CoVID infection spread and deaths throughout the world and its collateral damage on world economy and citizens. With most nations resorting to lockdowns, businesses come to a grinding halt, unemployment numbers soar and…
De-stress during distress
Over the last few days it feels as if the world will come to an end, courtesy the corona virus pandemic. Social distancing and home isolation is what we have been advised to strictly practise. And, for the right reasons. That said, home isolation is easier said than done, thanks…
Apocalypse?
The Apocalypse - An epic disaster film of faith, released in 2007, as a giant asteroid headed for Earth triggers a series of events signalling a complete destruction of the world. Sounds familiar? Well, it certainly does, after reading the constant news flows and social media messages, over the last…