Blog

[Report]: Symphony – high quality Consumer durable company with potential to grow at 25% CAGR

Dear Readers, Recently we shared a detailed report on Consumer durable stock with our Alpha and Alpha plus members and believe that it should be part of one’s core portfolio and has the potential to grow at 25% + on annualized basis. Well, the stock is Symphony Ltd (NSE Code – SYMPHONY) and was recommended to Alpha and Alpha plus members in Nov’13 at Rs 400/- (CMP – 700). Actually, the stock has delivered returns too fast for our liking and we would be happy if it stabilizes or…

Read More

[Report]: Pharmaceutical alpha stock – Good Company at great valuations

Dear Sir, On 17th Mar’14 we released a detailed report (19 pages) on a Pharmaceutical stock for our Alpha and Alpha + members and would like to share with you details on the same especially if your focus is on long term wealth creation through investment in stocks of good companies. The detailed report on the company is available HERE (requires Alpha/Alpha + access). You can access the report by subscribing to either of Alpha or Alpha + before 31st Mar’14. Details on Alpha recommendation The company that has been chosen is from Pharmaceutical space…

Read More

eClerx Services (NSE – ECLERX) – Strong operating performance and reasonable valuations

Dear Readers, eClerx is a Knowledge and Business Process Outsourcing (“KPO”/”BPO”) company providing operational support, data management, and analytics solutions to over 50 Global Fortune 1000 clients, including many of the world’s leading Financial Services, E-commerce, Retail and Distribution, Broadcast, Cable and Telco, Interactive Media and Entertainment, Travel and Leisure, and Software Vendor companies. Incorporated in 2000, eClerx is India’s first publicly listed KPO Company. The company provides its services across 3 segments – cable and telecommunication, financial services, and…

Read More

Reliance Mediaworks – Likely to de-list around 65 (CMP – 55) in 1 month from now

Dear Readers, Anil Ambani is on de-listing spree, first it was Reliance Broadcast Network (RBN) and now Reliance Mediaworks. Though it’s difficult to make money in ADAG stocks, however the way RBN’s delisting panned out (RBN was recommended to Alpha + members @ 52 in Oct’13 with successful exit @ 66), it’s like betting on fixed matches. Recently RBN successfully concluded its reverse book building and the promoters of the company (also the promoters of Reliance Mediaworks) have offered Rs 70/- per…

Read More
Copy Protected by Chetan's WP-Copyprotect.