Archives: 2007 August
Ashok Leyland
August 27th, 2007, 5 Comments
AboutAshok leyland is a 7500 Cr company in the automobile industry. It is the no.2 manufacturer of commercial vehicles in india. It has a 28% market share in commerical vehicle and is no.1 in the bus segment. It has a current capacity of around 80000 vehicles which would be expanded to 100000 vehicles in the [...]
My Brief Notes on the Auto industry
August 22nd, 2007, No Comments
The Auto industry consists of the following products segment and key companies 4 Wheelers (cars, UV etc) – Maruti, Hyundai, Tata motors, Ford etc. This is a fast growing sector of the market with the most action. Rising incomes and easier credit has resulted in growth in the industry. India is also developing into a [...]
The Subprime mess and opportunity
August 19th, 2007, 4 Comments
Only when the tide goes out do you discover who’s been swimming naked – warren buffettIt is diffcult to avoid reading on the subprime mess in the US. I have an oversimplified explaination – ‘Losses being incurred by individual and institutions for overpaying for financial assets like CDO, MBS (mortage backed security) and other debt [...]
Passive v/s Active investing
August 16th, 2007, 5 Comments
There is an interesting post by prem sagar on passive v/s active interesting. In response to the post deepak has posted a response on his blog If I have understand it correctly, prem’s position is that one should calculate the delta returns one would get by investing actively and compare it with other sources of [...]
My notes on power sector – II
August 14th, 2007, No Comments
My notes on the power/capital goods and other suppliersCapital goods suppliers This sector is dominated by BHEL and ABB followed by several smaller players and Chinese manufacturers. BHEL accounts for almost 65% of capacity and market share. This sector has seen good growth in the last 3-4 years and should see continuing growth for the [...]
My notes on power sector – I
August 10th, 2007, 1 Comment
My notes on the power sector below The power sector can be divided into the following sub-sectors a. Generation – This sector has companies such as NTPC, REL, tata power and state generation units b. Transmission and distribution – Mostly owned by SEB except in a few places such as delhi where it has been [...]
