Category: Investment ideas
Borrowed Idea – Gujarat reclaimed rubber products
August 22nd, 2010, No Comments
A disclosure first – This is a completely borrowed idea. I originally saw this idea on Ayush’s blog and started investigating it on my own. I had some discussions with him on the phone and liked the story behind the company. The idea is a borrowed one, though hopefully the thinking is not (Ofcourse if [...]
Stock analysis : FDC ltd
August 8th, 2010, No Comments
About FDC is an Indian Pharmaceuticals company with an operating history of more than 50 years. The company is into formulations, synthetics, nutraceuticals and bio-tech with a focus on therapeutic groups of ORS, opthalmologicals, dermatologicals, Anti-biotics, Cardio and diabetes. The company has several well known brands such as electral, enerzal etc. Financials The company has [...]
Analysis – Mayur uniquoters
July 6th, 2010, No Comments
About Mayur uniquoters is in the business of manufacturing synthetic leather. The company’s products find usage in the footwear, automotive, apparel and sports goods industry. The company supplies to the major automotive companies in the country and abroad. The company has Ford, GM, and Chrysler as customers in the export market and maruti, Tata motors, [...]
Analysis – Facor alloys
March 31st, 2010, No Comments
About Facor alloys is in the business of chrome alloys, which is used in the production of steel. The company has a capacity of 70,000 MT (industry capacity – 7 lac MT) and is located in Andhra Pradesh. The company emerged from a demerger of the FACOR group in 2004 Financials The company was created [...]
Analysis – Sulzer India
October 6th, 2009, 2 Comments
About Sulzer india is a 200 Cr company in the business of mass transfer technology (mixers, separation column etc) for industries such as refineries, chemicals, gas processing etc. The company is a subsidiary of Sulzer chemtech AG. The parent also has a fully owned subsidiary – sulzer pumps. Sulzer india has received technology support from [...]
Getting it perfectly – Wrong !
October 1st, 2009, 2 Comments
I managed to achieve perfect timing this time. It managed to sell exactly before the fundamental performance of VST and India nippon turned around. I wrote the following post on the two companies and my key reason for exiting the two stocks was stagnation of their fundamental performance for the last 2-3 years. VST reported [...]
