Archives: 2009 April
Quick analysis – Essar oil, Jai corp, KLG Systel
April 27th, 2009, 1 Comment
I recently came across this article which highlighted some stocks which have jumped more than 100% in the last one month. Out of curiosity, I decided to do a quick analysis of some of these stocks to see if I may have picked any of these stocks based on the fundamentals and valuation. The analysis [...]
Annual review – asian paints
April 22nd, 2009, No Comments
I typically review the annual reports of my holdings to get a sense of how the business is doing and to recalculate changes in the intrinsic value. Asian paints is a long term holding for me. I have not looked at the asian paints annual report for quite some time and hence decided to review [...]
Analysis : Balmer Lawrie
April 17th, 2009, No Comments
About Balmer lawrie is a diversified government owned company. It has the following diverse businesses – Industrial packaging: Drums, barrels etc – Logistics infrastructure and services – Travels and tours – Greases and lubes – Tea – Others The company is a profitable PSU, a zero debt company and now has surplus cash on its [...]
Degree of difficulty does not count
April 15th, 2009, No Comments
I wrote about the nano launch and its impact on maruti suzuki recently. Interestingly, there were several comments on Tata motors and a few personal emails asking me about what I thought about the company. I have cursorily looked at the company in the past and avoided it as it was too complex for me. [...]
Grindwell Norton
April 12th, 2009, 1 Comment
About Grindwell Norton Limited (GNO) is one of the subsidiaries of Compagnie de Saint-Gobain (Saint-Gobain), a transnational Group, with its headquarters in Paris and with sales of €43.8 billion in 2008. The main business segments for the company are – Abrasives and Ceramics & Plastics Financials The company had a revenue of 523 Crs in [...]
Maruti suzuki and the Nano launch
April 7th, 2009, No Comments
The flavor of the month has been the launch of Nano by Tata motors. The Nano launch got an extremely wide coverage in media, which is something only Apple’s products are able to get. My interest around the launch of Nano has been more in terms of the impact on Maruti suzuki. Maruti suzuki is [...]
