Ekansh Mittal

Dear Readers, With the markets scaling new heights, it’s easy to ignore quality businesses and fall into the traps of poor quality, low PE businesses with the assumption that such stocks too will get re-rated. Well, in the short term the stocks may get re-rated, however if the business of the company isn’t good or if the business is cyclical, then the fall in prices will be very vigorous and therefore at this point it is much more important to…

Dear Sir, Housing Finance companies have played a very vital role in the last 10 odd years in helping individuals buy their dream homes. We believe, besides getting your houses financed, one can also consider starting investing at a young age in fundamentally strong, fast growing and reasonably valued companies from the Housing finance space so as to reduce the quantum and the tenure of your home loan at the time of buying your house. HDFC, Gruh Finance, LIC Housing…

Dear Sir, For the month of Oct 2014, we have released a very good investment recommendation for our Alpha and Alpha + members and would like to share with you details on the same. Basically, looking at the delayed but an inevitable push towards industrial and infrastructure growth in India, we have recommended a very high quality company from Capital goods space (Name of the company – ***A** **S***) that not only sustained post 2008-09 crisis, but has emerged really stronger and is now…

Dear Sir, Recently, in Apr’14 we shared our findings on AIA Engineering (NSE Code – AIAENG) which is India’s leading and world’s second largest manufacturer of High Chrome mill internals (HCMI). The stock was recommended to Alpha and Alpha plus members in Apr 2014 at around levels of 565-576 (CMP – 940). Summary of our findings on AIA Engineering: AIA manufactures HCMI which is largely an oligopolistic industry. AIA is the second largest company in the HCMI industry and is…