I had written about Wockhardt earlier and I had a position in this stock. I sold my position in this stock on 23 May 2013 when it tanked 20% It was also the day the import alert was sounded by the FDA on drugs manufactured at their Aurangabad plant. The selling decision in investing […]
Cera Sanitaryware – stock analysis, fast growing mid cap stock
I recently did a study of Cera Sanitaryware, a listed sanitary ware company. I find it to be a company with good financial performance over the past. I think that it should do well if you have a long-term horizon for investment. My analysis consists of the following sections: Qualitative Sector Quantitative Risk factors Outlook […]
Cera Sanitaryware stock – channel check
I am sharing the findings of channel checks that I did when I was analyzing Cera Sanitaryware. Cera Sanitaryware sells Indian and Western toilets, basins, faucets and other high-end bathroom products like shower closets etc. Disclosure: I own shares in Cera Sanitaryware. You can also read the detailed stock research on Cera Sanitaryware at Capital […]
Nestle India – a long-term stock return study
I have done some work on Nestle India that should be useful to you in understanding high quality stocks that seem to always trade at “high valuations”. Nestle India – needs no introduction Most of us have used Nestle’s products at least once in our lifetime, if not more. From the ubiquitous Maggi noodles […]
Disa India – cyclical all the way
In today’s article I will discuss Disa India, a listed foundry equipment manufacturer. You will see an example of a cyclical business. What is a foundry? What is casting? A foundry is a factory or a unit where a casting process is used to create metal parts. Metal is heated in induction furnaces or […]
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