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…
Category: observation
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…
Learnings… from periodic earnings
On Friday, the investment fraternity was rattled by the news of an untimely demise of the young MD of a listed company belonging to a reputed industrial house. The MD succumbed to a cardiac arrest that evening. While the social media circles got busy mourning the sudden demise, a tweet…
If Tesla thinks this way, then…
Amongst the most common advice given, by most investors, to managements of smaller (or sometimes even larger) listed companies is “Please don’t focus on the stock price movement. Your focus should be on the business and the capital market will automatically reward performance”. Nothing really wrong in that… I guess.…
BIG is beautiful…not necessarily
I recently bumped into Sean, an old friend of mine. Since we met after long, we decided to chat over a coffee and started discussing a variety of subjects, markets being one of them. He seemed to be deeply disturbed by the recent meltdown in mid/small cap stocks and had…
Airlines – Please fasten your seat belts
Aviation stocks in India have taken off, virtually. What with the way the stock prices have returned in the recent past: Jet Airways up 100% in the last 6 months, SpiceJet up 400% in the last 9 months & Interglobe Aviation posting huge listing gains over the last 2 months…