Allied Digital Services makes for good investment sense because apart from its strong growth record, it is likely to benefit from the fast-growing business segment called “Infrastructure Management Service” (IMS). IMS allows large clients to curtail their IT infrastructure cost
Unity Infra‘s consistent performance, strong order book, reasonable valuations and a never-ending demand for infrastructure projects in the Country have put it on our investment radar
Central Bank of India, known to be a laggard in the banking sector, is the surprising choice of two master stock-pickers Ramdeo Agarwal & Sanjoy Bhattacharyya. Are we missing something here?
We investigate why Welspun Corp is under-performing despite superb financials, good order book and excellent future. We speculate that a potential liability of hundreds of crores for supply of alleged defective pipes may be giving investors of Welspun Corp the blues
Though Ankur Drugs operating profit zoomed 22% on a YOY basis, its’ net profit plummeted 31% owing to a steep rise in interest costs. If the capex bears fruit in the coming Quarters, Ankur Drugs could well be on the road to higher profits
Rakesh Jhunjhunwala‘s investment in Visaka Industries makes a lot of sense given Visaka Industries‘s consistent growth rate, high book value, low PE, good dividend yield and a growing demand for its products
Diamond Power Infrastructure has been growing at a scorching past over the past few years and the future looks good as well. Diamond Power is also available at reasonable valuations
Though Visaka Industries reported poor Q1 FY 2011 results, it holds out promise owing to its consistent growth rate, high book value, low PE, good dividend yield and a growing demand for its products amongst the rural and semi-urban masses
The announcement by Geometric – Ramesh Damani‘s stock pick – that it is looking for an acquisition in the USA worth 10 Million Dollars coupled with rumours of the stake sale by Godrej can fire up the counter
IL&FS Transportation reported encouraging results in Q1 FY 2011. The EBITA of Rs. 248 crores on sales of Rs. 776 crores results in a healthy EBITA margin of 32% for IL&FS Transportation. The ROCE is 13.9%. IL&FS Transportation enjoys good revenue visibility. With expected sales of Rs. 3000 crores, order book of Rs. 20,000 crores and three toll projects being commissioned in FY 2011, IL&FS Transportation looks a safe investment
