EQUITY

alphageo

Alphageo (India) Limited- Searching for oil

Alphageo (India) Limited (Alphageo) is the largest private onshore integrated seismic service provider in India. Incorporated in 1987, the Company’s globally benchmarked competence comprises acquisition, processing and interpretation of seismic data for oil exploration. Alphageo offers topographic surveys with GPS and Real Time Kinematic (RTK) positioning; tape transcription; digitization of hard copies of maps, seismic …

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KNR

KNR Construction Ltd- Building Highways

KNR Construction Ltd (KNR), incorporated in 1995, possesses strong expertise in executing EPC projects. KNR which is primarily focused on the roads and highways segment has strong track record in timely and successful execution of projects across India and has secured repeat orders on continuous basis. It is one of best managed road constructor with …

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sharda cropchem

Sharda Cropchem Ltd- Generic Growth

Sharda Cropchem Ltd (SCL) is a generics agrochemical company, marketing and distributing a wide range of formulations and active ingredients (crop protection chemical) globally. It follows a differentiated asset-light business model focusing on product registrations and outsourced manufacturing. It operates in formulations and active ingredients solely based on generic (off-patent) molecules. This differentiates it from …

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crude

Crude-onomics

Fears of fresh escalation in Syria’s war coupled with compliance with a pledge by the OPEC cartel and Russia to limit production are pushing up global crude prices. Crude reserves have declined substantially on increased demand but there has not been any corresponding increase in supply. There are talks of Saudi Aramco, the leading crude …

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LTCG

LTCG tax: How should you react?

The Budget 2018 proposed to change how long term capital gains (LTCG) on equity shares and units of equity-oriented MFs are taxed in your hands. Till 31st March 2018 no LTCG will be chargeable. If you sell after 31st March 2018 the LTCG will be taxed as follows: The cost of acquisition of the share or …

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value investing

Value investing vs value trap

High-profile proponents of value investing, including Berkshire Hathaway chairman Warren Buffett, have argued that the essence of value investing is buying stocks at less than their intrinsic value. The discount of the market price to the intrinsic value is what Benjamin Graham called the “margin of safety”. Now one of the most important and difficult aspects of stock selection is determining whether …

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ion exchange

Ion Exchange (India) Ltd – Clear growth

Ion Exchange (India) Ltd (IEL) pioneered water treatment in India and is today the country’s premier company in water and environment management, with a strong international presence. Formed in 1964, as a subsidiary of the Permutit Company of UK, it became a wholly Indian company in 1985 when Permutit divested their holding. The Company is …

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budget 2018

Stocks to watch out for in budget-2018

The budget to be presented on 1st February 2018 will be unique in some aspects. With GST in place most parts of indirect taxation (other than customs, O&G sector etc.) is likely to stay outside the purview of the budget. Indirect tax impact on various industries & products has always been the talking point in …

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