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.…
Category: observation
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…
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…
Jiya Eco Products Ltd. – Q3FY19 conference call highlights
We attended the conference call hosted by Jiya Eco Products Ltd (JEPL), on 18h January, to discuss their Q3FY19 results. JEPL is the only listed Indian manufacturer of bio fuels i.e., briquettes and pellets, from agri waste. With a manufacturing capacity of ~120k tpa of briquettes and pellets each, the…
Jiya Eco Products Ltd. – Facility visit note
We visited the manufacturing facility of Jiya Eco Products Ltd. (JEPL), at Navagam Bhavnagar (Gujarat), last weekend. The note attached details on the updates with regards to recent developments at JEPL w.r.t.: Recently launched product, 'processed agri-waste' Ongoing R&D activities Status of the Silos proposed to be erected at the…
My rendezvous with IKEA
A store not only offering free goods, but also offering money to customers for buying goods from them!!! Well, that’s the feeling I got when I accidentally happened to visit Ikea’s first retail store in India. This weekend, I was in Hyderabad for a couple of management meets. I am…