Stock Picks
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Aptus Value Housing Finance — Niche Market Leader
Aptus Value Housing Finance was founded in 2009, primarily focused on providing home loans to self-employed individuals and low-to-middle-income segments in rural and semi-urban areas. The company primarily targets the underserved and unserved segments of the housing finance market, particularly self-employed customers who often face difficulties in accessing credit from traditional financial institutions. Aptus offers Continue reading
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How Mahindra Finance Compares to Its Peers: Why the Discount?
Mahindra Finance is a leading NBFC with a focus on rural and semi-urban India. With assets exceeding Rs. 1 lakh crores and a wide network of 1402 branches serving over 9 million customers. The Company’s primary focus is on financing the purchase of new and pre-owned automotive vehicles, including tractors and commercial vehicles. Originally focused Continue reading
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Mastek – Focus on Oracle Cloud ERP, UK Govt., and Salesforce
Updated: Sep 23, 2022 Summary: Mastek is a global software solutions and systems integration service provider which designs, develops, integrates, and maintains business applications. Mastek acquired Evosys in Feb 2020, a trusted Oracle Partner with more than 2,000 experienced consultants and 1,200 Oracle Cloud customers. Mastek acquired TAISTech, Oracle ATG, and Oracle Commerce Cloud consulting. Continue reading
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Maharashtra Scooters – Potential Value Unlocking?
Published: Mar 27, 2021 Maharashtra Scooters Limited (MSL) is part of the reputed Bajaj Group, and a subsidiary of Bajaj Holdings & Investment Limited (BHIL). It is a pure-play holding company (holdco). Investment Portfolio: MSL’s quality of holdings is good, mostly tied to the finance industry. Investors:– Promoters hold 51% of the company– FIIs hold Continue reading
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Wheels India – The Wheel of Fortune?
Published: Dec 21, 2020 Management:Wheels India (WIL) is part of the reputed TVS Group… Trust Value Service. TVS Group is a Gold standard for quality of management. Mr. Srivats Ram, MD, WIL, is among the group’s fourth generation leaders. Summary:Titan Europe sold its entire shareholding in Wheels India. It could unlock opportunities in new business Continue reading
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Oracle Financial Services Software
Published: Nov 10, 2020 Oracle Corporation acquired 75% of i-flex from Citigroup in 2005, and renamed it to Oracle Financial Services Software (OFSS). The company’s main Core Banking System (CBS) product is Oracle FLEXCUBE, which over the last two decades, has evolved to become one of the most-adopted COTS* CBS products in the world. *COTS Continue reading
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ZF Wabco – Special Situations Opportunity?
Published: Nov 03, 2020 ZF Wabco India manufactures air-assisted and air brake systems for commercial vehicles (CVs) in India. Wabco is a market leader with an 85% market share in the OEM and 75% market share in the after-market. Wabco enjoys strong technology and market share moat. German company ZF Group acquired US-based Wabco Holdings. Continue reading
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emerging anew CG Power (Murugappa Group)
2020 Annual Report Analysis Published: Sep 29, 2020 CG Power is engaged in the business of power transformers, distribution transformers, switchgears and low-tension motors. The Company’s two major business units include Power Systems and Industrial Systems. CG’s customers are major utilities and industries in India and abroad, spanning power generation, transmission, distribution, renewable, oil and Continue reading
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MRF – A market leader in the Indian Tyre industry
Published: Aug 02, 2020 Positive:– MRF is the market leader in India and among the Top 20 Global Tyre manufacturers.– The operating margin expanded sharply due to fall in raw material prices.– The government’s announcement of putting restrictions on the import of tyres is likely to be of immense help to the industry at a Continue reading
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Sundaram Finance Holdings
Published: Jul 17, 2020 Sundaram Finance Holdings Limited (SFHL) is part of the reputed TVS Group and operates as a holding company. SFHL generates a significant portion of its income from dividend flows from the portfolio companies that are engaged in the automotive sector. SFHL‘s net-worth stood at ₹1240 crore as on 31.03.2020. Sundaram Business Continue reading
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Westside – A cheaper version of Zara
Published: Jul 01, 2019 Trent is one of the leading players in the branded retail industry in India. Trent operates 264 stores across 76 cities in India. Trent operates stores across four formats as below: 1. Westside: Westside offers branded fashion apparel, footwear and accessories for women, men and children. Westside accounts for around 90% Continue reading
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Tube Investments of India (Murugappa Group)
Published: Jun 24, 2018 Tube Investments of India: Building the Resilient Edge Post restructuring, Tube Investments of India (TI) is a pure-play manufacturing company from the Murugappa Group, one of the oldest business houses of India. The company’s business interest span across products like steel strips, tubes and tubular components, bicycles and fitness products, chains Continue reading
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