Archives: 2008 May
Who would have thought?
May 31st, 2008, No Comments
Jan 2008 – Sub prime crisis in full swing, Rupee looked likely to appreciate (due to dollar weakness) , US on the edge of recession due to housing market collapse and high oil prices etc. IT companies were at an all time low For ex: Infosys was selling between 1300-1400 May 2008 – Not much [...]
Is it smart to exit HPCL ?
May 28th, 2008, No Comments
I got the below comment and thought of posting on it. Rohit, I am not sure if abandoning HPCL is such a good idea right now. You can buy good stocks at bargain only during distressed times. First crude prices will definitely go down. its just a temporary blip and secondly government cannot afford to [...]
Change of mind – HPCL
May 23rd, 2008, No Comments
I had written the post below on 20-May. Since then the government has started thinking of raising the fuel prices. Note the word – thinking. The decision to raise prices is easier said than done. Even if the prices are raised, the haemorrhaging of the oil companies will reduce only partly. ————————————————————————————– I had written [...]
What you will not find on this blog
May 20th, 2008, No Comments
Stock tips – I do not believe in giving or receiving it. My approach is to analyse a stock and post the facts and my opinions. I would leave it to the reader to accept or reject my analysis. It is upto the reader to take a decision to buy or avoid the stock. I [...]
Analysis – Maruti Suzuki Ltd
May 15th, 2008, No Comments
About Maruti Suzuki is india’s largest car company with brands such as Maruti 800, Alto, Swift etc. The company sold around 760000 cars in FY08 and currently holds a 50%+ market share Financials The company has achieved a 10%+ growth for the last few years. In addition the ROE has been 20%+ for the [...]
Analysis – Balmer Lawrie
May 8th, 2008, No Comments
Balmer lawrie is a diversified company engaged in the following businesses Industrial packaging Greases and lubes Logisitics Tours and travel Others Each business has its own economics which range from the good (logistics) to the terrible (tea). A few key points – The company has identified three areas for future expansion – logistics management, travel [...]
