VIP Industries is the market leader of the luggage industry in India. VIP, Aristocrat, Skybags, Carlton, Caprese -- these are some of the most recognizable brands for consumers in this segment. Faced with stiff competition from the likes of Safari and Samsonite, dealing with the resignation of Mrs. Radhika Piramal from the active management activities and grappling with rising labor costs, VIP Industries is indeed between a rock and a hard place. However, the rise in the Indian middle class and the growth in airline travel among Indian youth pose a long term tailwind for the company. What Value do these little components offer for the shareholders? Let's find out.
Monday, 25 March 2019
Monday, 4 March 2019
Indian Energy Exchange Valuation: Odds, Bets and Handicapping
Indian Energy Exchange (IEX) is the premier Energy trading platform of India. The government's goals, tuned towards better infrastructure and better industrial output, puts IEX in a sweet spot. But is the market paying up for the growth ahead or is it overpaying for opportunities that aren't even there?
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