Quant Structure of the Market (October ’17): 3 Stocks to go Long

For the month of October’17, Quant recommended 3 Long stocks ideas- Williamson Magor, Emami Ltd and Take Solutions that went up by average 12.85%      –atul.mishra@narnolia.com Recap of October 2017: Nifty grew by 5.59% during the month; Nifty 500 grew by 6.44% while Nifty Mid Cap grew by 8.12% while Nifty small cap grew by […]

Reliance Nippon Life Asset Management Limited – SUBSCRIBE

The objective of issuing Rs 100 Cr for investing towards continuing interest in new mutual fund schemes managed by the Company and Rs 165 Cr Funding in inorganic growth and strategic initiatives. Pre IPO, Reliance Capital Limited​​​ ​​holds 46.57% and Nippon Life Insurance Company holds 49.00% of RNAM’s total issued and paid up equity share […]

Quant Structure Recap of the Market (September ’17): Performance of 3 Long Stocks & 2 Short Stocks

In the month of September’17, Quant recommended Stocks like TV Today, KNR Cons and DB Corp went up by 14.8% average, while shares to sell Welspun India and Idea fell by 13.3%.   Recap of September 2017: Nifty fell by 0.97% during the month of September, while Nifty 500 fell by 0.73% and Nifty Mid […]

Auto Ancillary: Anti-Dumping Duty, A Sigh of Relief for Domestic Tyre Manufacturers

The government of India has imposed an anti-dumping duty on certain types of truck-bus radial tyres to protect the domestic tyre manufacturers from below-cost shipments from China. The anti-dumping duty has been imposed in the range of USD 245.35 – 452.33 per tonne for the duration of five years. The truck and bus radial tyres […]

KNR Cons- Improvement In Order Inflow Outlook

Bids for many projects will open in the months of September and October as per NHAI website and we believe that a prominent player like KNRCON will achieve a ‘Good Luck’.   In next 4-5 months, around 80 projects will go underbidding on HAM basis, ranging from 800-1300 Cr each. KNR expects to win 1500 Cr of […]

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Blog from our Experts

Professionalization of Indian Businesses

One of the key hypotheses behind Indian business growth going forward is ‘Professionalization of Indian businesses’. Professionalization is the backbone on which the thesis of ‘formalization of economy’ rests.   One of the key hypotheses behind Indian business growth going forward is ‘professionalization of Indian businesses’. Professionalization is the backbone on which the thesis of […]

Decoding Warren Buffett’s Rule No. 1

One should not invest in a company where there might be a permanent loss of Capital. “Rule No. 1: Never Lose Money. Rule No. 2: Don’t forget rule No. 1”. You all must have read these lines on a calendar or on a diary as a special quote by Warren Buffet and acknowledged or referred to […]

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Education Series

Quant Structure of the Market (October ’17): 3 Stocks to go Long

For the month of October’17, Quant recommended 3 Long stocks ideas- Williamson Magor, Emami Ltd and Take Solutions that went up by average 12.85%      –atul.mishra@narnolia.com Recap of October 2017: Nifty grew by 5.59% during the month; Nifty 500 grew by 6.44% while Nifty Mid Cap grew by 8.12% while Nifty small cap grew by […]

Quant Structure Recap of the Market (September ’17): Performance of 3 Long Stocks & 2 Short Stocks

In the month of September’17, Quant recommended Stocks like TV Today, KNR Cons and DB Corp went up by 14.8% average, while shares to sell Welspun India and Idea fell by 13.3%.   Recap of September 2017: Nifty fell by 0.97% during the month of September, while Nifty 500 fell by 0.73% and Nifty Mid […]

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Research Digest

Reliance Nippon Life Asset Management Limited – SUBSCRIBE

The objective of issuing Rs 100 Cr for investing towards continuing interest in new mutual fund schemes managed by the Company and Rs 165 Cr Funding in inorganic growth and strategic initiatives. Pre IPO, Reliance Capital Limited​​​ ​​holds 46.57% and Nippon Life Insurance Company holds 49.00% of RNAM’s total issued and paid up equity share […]

VIJAYABANK – A Mid Cap PSU Bank With Lowest Stressed Assets And Highest Net Interest Margin

Out of 24 listed Public sector Banks, Vijayabank is the 18th ranked Bank in terms of Asset size.  Considering the Asset quality, the Bank ranked 4th in terms of NNPA. The Bank has NNPA of 4.74% compared to IOB which had the highest NNPA at 14.3%. Also, interesting, though being small, it has the highest […]

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Stock Updates

KNR Cons- Improvement In Order Inflow Outlook

Bids for many projects will open in the months of September and October as per NHAI website and we believe that a prominent player like KNRCON will achieve a ‘Good Luck’.   In next 4-5 months, around 80 projects will go underbidding on HAM basis, ranging from 800-1300 Cr each. KNR expects to win 1500 Cr of […]

KEC International- Clocking High Ebdita Margins With Strong Order Book

Strong opening order book and healthy bid pipeline ensures 15% revenue growth in FY2018 with an improvement in EBITDA Margin.   During FY2017 KEC has regained its EBITDA margin in range of 9-11% after six financial years. Management’s continuous focus on the business turnaround of SAE, railway and cable vertical has paid the return in […]

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News Room

Auto Ancillary: Anti-Dumping Duty, A Sigh of Relief for Domestic Tyre Manufacturers

The government of India has imposed an anti-dumping duty on certain types of truck-bus radial tyres to protect the domestic tyre manufacturers from below-cost shipments from China. The anti-dumping duty has been imposed in the range of USD 245.35 – 452.33 per tonne for the duration of five years. The truck and bus radial tyres […]

Sensex Outperforms 32,000: Why & How

Not a very long ago, on April 26, 2017, the Indian stock market celebrated a historic event as the Sensex closed above 30000 for the first time. Exactly eleven weeks since then it’s again time to celebrate the occasion of the Sensex’s achievement for attaining another milestone. On Thursday, July 13, 2017, the Sensex kissed […]

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Insurance & NPS

Buy Winsurance and Not Just Insurance

You must be surprised to come across the term ‘Winsurance’. Must be thinking what’s this now, is it a term coined for fooling people with a new kind of marketing gimmick? Well, this term Winsurance has been specially fabricated for establishing the fact that buying the right health insurance policy can indeed bring in a win-win situation for […]

5 Important Things You Must Take into Account While Buying a Health Insurance Plan

A health insurance has become an inevitable thing in today’s era of skyrocketing medical expenses. If you do not have one for you and your family, you are guaranteed to end up shedding a huge amount of money on medical bills. But choosing the right health insurance plan keeping yours and your family’s requirement in […]

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Mutual Funds

5 Mistakes You Should Avoid If You Want to Make Money in Mutual Funds

In the recent time, amidst the talks of expensive valuations, liquidity driven rally and so on, one question that clouds people’s minds at large is ‘have I chosen the right mutual fund?’ This question primarily arises when investors are not patient and disciplined in their investments and also fail to choose funds vis-à-vis their financial […]

Top 6 Reasons Why You Should Invest in Mutual Funds

With a plethora of investment options right from stocks to bonds to money market shares, there lays a question in investors’ minds why they should invest in mutual funds over so many choices of investments in order to achieve their much needed financial goals. Well, here we are to answer the question “WHY” they should […]

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