In this day and age, information has become a commodity. You can do an end-to-end research and analysis of a company by sitting in the comfort of your home. So in a way, several websites have become a necessary addition to an investor’s toolkit. Here are a few investing websites I use (Most of them are free).
Tuesday, 25 December 2018
Monday, 10 December 2018
GlaxoSmithKline Consumer Healthcare Valuation: Buyers' Remorse or Sellers' Dilemma?
Taller. Stronger. Sharper. These three words are synonymous with the childhood of several Indians. Indeed, it's the tagline of 'Horlicks', the health drink produced by GlaxoSmithKline (GSK) Consumer Healthcare. The company has several other impressive brands under their portfolio such as Boost, Viva, Maltova, Crocin, Sensodyne, Eno and Iodex. But that's not the talk of the town. The talk of the town is the proposed, massive Rs. 31,000 Crore merger of Hindustan Unilever Limited, India's largest FMCG player and GSK Consumer Healthcare. Who will benefit from this deal, Goliath or David?
Monday, 26 November 2018
Motherson Sumi Systems Valuation: Saving the Hippopotamus
If you've ever owned a car, you are sure to have used this company's products. With that bold opening statement, let's attempt to unravel the story and the numbers behind one of the largest Retail Automotive players in the country: Motherson Sumi Systems Limited (MSSL).
Monday, 12 November 2018
Kajaria Ceramics Valuation: Regaining Lost Ground?
I was recently touring the beautiful hill station of Munnar in Kerala. To my surprise, the way to Munnar and back was covered with several hoardings of Kajaria Ceramics, the market leader in the Tiles segment. I had been following it earlier on and off, and with the recent slide in its share price, I thought I should whip out my Valuation model to see if the correction was justified.
Sunday, 4 November 2018
CCL Products (India) Valuation: Freshly Brewed Value
Everyone loves coffee and not just in India. Coffee is loved globally and even today, it is one of the most sought-average hot beverage by a long margin. So, it's not far-fetched to say that CCL Products (India) is in a sweet spot, operating in such a niche industry.
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