Welcome to the ninth issue of Safal Niveshak StockTalk. (Download PDF Report) After covering Opto Circuits last time, this time I've researched on BHEL, India’s largest manufacturer of power generation equipments. Before we dive deeper into BHEL, here is a brief overview of the sections of this report. About BHEL Safal Niveshak’s 20-Point Checklist Intrinsic Value Assumptions Risk Statement (New Section) Financial & Market … [Read more...]
Is this Stock the “Next Page Industries”?
Posted on June 25, 2012 // 39 Comments
“What are you looking at?” my wife asked while staring at me. “N-n-nothing dear!” I said. “I was just reading on a company.” “All you guys are the same!” she said while rushing out of the room without even giving me a chance to explain. “I knew this would happen!” I said to myself while turning back to that website of…Lovable Lingerie Ltd. (LLL). I was looking at this company after a long-time reader of The Safal … [Read more...]
Safal Niveshak StockTalk #8: Opto Circuits
Posted on June 15, 2012 // 97 Comments
Welcome to the eighth issue of Safal Niveshak StockTalk. After covering Clariant Chemicals last time, this time I've researched on a mid-cap company, Opto Circuits (India) Ltd (OCIL). Before we dive deeper into OCIL, here is a brief overview of the sections of this report. About OCIL Safal Niveshak’s 20-Point Checklist Intrinsic Value Assumptions Financial & Market Snapshot “Should I Buy OCIL?” Checklist … [Read more...]
Safal Niveshak StockTalk #7: Clariant Chemicals
Posted on May 30, 2012 // 43 Comments
Welcome to the seventh issue of Safal Niveshak StockTalk. After covering Balmer Lawrie & Co. Ltd. last time, this time I delve deeper into another small-cap company, Clariant Chemicals India Ltd. (CCIL). Before we dive deeper into CCIL, here is a brief overview of the sections of this report. About CCIL Safal Niveshak’s 20-Point Checklist Intrinsic Value Assumptions Financial & Market Snapshot “Should I Buy CCIL?” Checklist … [Read more...]
Infosys: Good to Buy?
Posted on April 25, 2012 // 11 Comments
On 22nd February 2012, I’d sent you a comprehensive research report on Infosys, as part of the StockTalk initiative. The stock was then trading at Rs 2,940, and this is what my analysis told me to write to you… …the fair value range for Infosys’s stock is Rs 2,740 to Rs 3,050. Assuming a margin of safety of around 20%, I would be comfortable buying Infosys’s stock at any price less than Rs 2,450…but not more than that. Given … [Read more...]
Safal Niveshak StockTalk #6: Balmer Lawrie & Co. Ltd.
Posted on April 20, 2012 // 30 Comments
Welcome to the sixth issue of the Safal Niveshak StockTalk. After covering Graphite India last time, this time I delve deeper into another small-cap company, Balmer Lawrie & Co. Ltd. (BLCL). Before we dive deeper into BLCL, here is a brief overview of the sections of this report. About BLCL Safal Niveshak’s 20-Point Checklist Intrinsic Value Assumptions Financial & Market Snapshot “Should I Buy BLCL?” Checklist … [Read more...]
Safal Niveshak StockTalk #5: Graphite India
Posted on March 7, 2012 // 17 Comments
Welcome to the fifth issue of the Safal Niveshak StockTalk. This time I delve deeper into a small-cap company, Graphite India Ltd. (GIL). GIL, despite being a small company, is India’s largest manufacturer of "graphite electrodes", one of the most important components used while manufacturing steel using the electric arc furnace (EAF) route. Before we dive deeper into GIL, here is a brief overview of the sections of this … [Read more...]
Safal Niveshak StockTalk #4: Infosys
Posted on February 22, 2012 // 19 Comments
Welcome to the fourth issue of the Safal Niveshak StockTalk. (Download PDF Report) This time I delve deeper into Infosys, India’s most well-known, well-understood, and well-followed company, at least within the financial analyst community. The funny part is that, if you see 100 research reports on Infosys from 100 different analysts, while all might be using a different way to arrive at their target prices for the stock, the targets will … [Read more...]
Safal Niveshak StockTalk #3: Voltas
Posted on January 23, 2012 // 14 Comments
Welcome to the third issue of the Safal Niveshak StockTalk. (Download PDF Report) After covering L&T and Tata Steel in the first two reports, this time I delve deeper into another Tata Group company, Voltas, which is one of India’s two largest players in the business of electro-mechanical projects (includes air-conditioning, mechanical, electrical, and plumbing works), and also a leading name in the home home air-conditioner business. … [Read more...]
Infosys Vs TCS: The Fight Continues
Posted on January 18, 2012 // 2 Comments
Tata Consultancy Services (TCS) and Infosys are two of the strongest pillars of the Indian IT sector. One is India’s largest IT services company, and the other the most respected. However, since they are the ‘poster boys’ of Indian IT, and are keenly looked up by stock markets, industry and job seekers, the rivalry too runs deep between them. So whether it is the fight for talent, clients, deals or stock market valuations, the two … [Read more...]
