Buy Century Plyboards with a Target of Rs 205/-

Century Plyboards is India’s premier wood-panel company and the first ISO 9002 company for veneers and plywood. It has manufacturing plants in north (61,000m3), 72,000m3 in the eastern region and 39,420m3 in the southern region.  With an asset-light model and a ~25% market share in the organised market, it has positioned itself among the leading […]

AIA Engineering– a niche player with an international presence – BUY with a target of Rs 900/-

AIA Engineering Ltd (AIAE), established in 1979 in Ahmedabad, is a design, development and manufacturing company in a niche grinding segment. The company with a market cap of approximated Rs 7400 crores, is the World’s second largest producer of Hi-chrome casting. Its wholly owned subsidiary Vega Industries is the global distributor of AIAE products outside […]

An excuse to sell!

A second default by Argentina in 13 years led to a sell-off in US markets over night and a 400 points cut in the Sensex! The rupee depreciated to a level of 61.18 down 63 paisa from its earlier closing and the Nifty dipped below 7600 and recovered marginally to close at 7602 down 118 […]

India’s First Financial board game – Chanakya’s Chakkravyuh

A few weeks back at the invitation of Mr Jayesh Chauhan, Founder Enlighten Games I had the opportunity to play an interesting financial game called Chanakya’s Chakkravyuh.  Mr Jayesh Chauhan besides being one of the founders of this game is an avid marathoner and we both train with Striders.  So, one rainy afternoon I went […]

The weekend show with ET Now – All About Stocks

The weekend show on ET Now aired on 28th -29th June 2014, All About Stocks, where I answered viewer queries, my portfolio was reviewed and of course we discussed the week gone by and budget expectations http://economictimes.indiatimes.com/et-now/stocks/all-about-stocks-sharmila-joshi-on-mkts-this-week/videoshow/37372591.cms

NMDC’s best every performance since inception….BUY target Rs 252/-

NMDC is a mining company engaged in iron ore production, the company with a marketcap ~Rs73,684 cr is 80% government owned.  The recent ban on mining across states – Karnataka, Goa, Odisha has had varying impact on metal companies and mining companies.  A significant portion of supply from Odisha is hurt by the ban, the […]

Stay Cool….BUY Blue Star tgt Rs 380/-

Blue Star is India’s largest central airconditioning company, the stock with a marketcap of ~Rs2600cr has been languishing these last two years.  Profits dropped as did the sales. The last two years have not been the best for the air-conditioning business as whole. The last quarter results indicate recovery. Blue Star fulfils the airconditioning needs […]

Reportcard!

A look at how my recommendations over the last six months have faired!  Without doubt markets have been kind but some of the stocks have indeed given very good returns. Some of the more recent picks and a couple of the older recommendations are still open…but I have no doubt in my mind that they […]

Infosys trading at attractive valuations…BUY with a target of Rs 3800/-

The company has seen one more top-level exit.  Mr. BG Srinivas (President and Member of the Board) resigned from Infosys.  This marked the 10th big exit from the company.  The timing of the exit at a time when we had been hearing that they are close to choosing a new CEO means that they are […]

Tesco’s stake buy in Trent Hypermarket gets CCI approval….BUY Trent tgt Rs 1300/-

This morning the papers carried the news that Competition Commission of India has approved Tesco’s stake buy in Trent Hypermarket.  Tesco proposes to buy a 50% stake.  Trent Hypermarket Limited (THL) runs the Star Bazaar chain in India retail sector. Trent is a ~Rs3400 crore market capitalization company, or Westside (as the stores are known) […]