This post discusses the financial performance of three stocks – Control Print, SRG Housing, and CSB Bank - for the quarter ended 31 Dec. 2023 and our perspective on the respective stocks’ investment prospects considering these results. Control Print Control Print reported its Q3FY24 results on Jan. 22, 2024. Sales and operating profit were up … Continue reading Analysis: Q3FY24 Results – I
The Disparity between Stock and Money Markets: A Cause for Concern This week was an eventful one. On Tuesday, the IMF in its Jan. 2024 World Economic Outlook (WEO) update, revised upward the world economic output growth to 3.1 percent – 20 basis points higher than projected in its Oct. 2023 outlook. India’s GDP growth … Continue reading Disparity in Markets
Informed decisions don't always lead to good outcomes. Tap into collective intelligence to improve the quality of your investment decisions. The core skill of an equity analyst is the ability to analyse and value a stock to determine its investment prospects. However, making judgments based on insights gained through the analysis and valuation, and the … Continue reading Tapping Collective Intelligence
Choosing the Right Investment Advisor and Building a Purposeful Relationship involves evaluating his expertise and trustworthiness Investing in the stock market, and profiting from that endeavour sustainably, requires an investor to understand an individual stock’s business fundamentals, its growth prospects, and the general market trend. He then needs to estimate an intrinsic value for the … Continue reading Choosing the Right Investment Advisor
Evaluating the Investment Potential of RACL Geartech RACL Geartech would be one of the best investment decisions I have ever made, but one of my worst investment decisions too. I first purchased the stock at ₹67 per share in September 2018, which I consider one of my best investment decisions. But almost a year later, … Continue reading RACL Geartech’s Dream Run in the Stock Market
Control Print’s Recent Performance Analysis & Investment Stance Update Control Print has reported better earnings growth and profitability for the past two years. Its stock price performance over the past two years reflects this improved profitability. The stock has gained 17 percent in 2022 and 150 percent in 2023. We first discussed ‘Control Print’ in … Continue reading A Quality Stock, But at a Premium Valuation
How to Invest Wisely with the Margin of Safety Principle. Investing is a matter that should not be taken lightly. The benefits of investing will only come to those who are serious about it. A serious investor is someone who understands the fundamental principles of investing and works hard to apply them to grow their … Continue reading Margin of Safety: A Protective Barrier Against the Risks of Investing
Meghmani Organics' disappointing performance; challenges faced by the chemical industry; and positive initiatives for future growth. 8 Dec. 2023 Recap The stock performance of Meghmani Organics has been disappointing for investors in the past year. It experienced a loss of 32% in value, dropping from ₹111 to ₹75 per share. Over the last twelve months, … Continue reading Meghmani Organics: A Disappointing Year
Over time, stocks have showcased an impressive track record of delivering higher returns compared to other assets such as bonds, bank deposits, gold, and real estate. Take, for instance, the Nifty 500 index, representing the top 500 listed companies in India, which has demonstrated an annual return of 12.48 percent over the last ten years. … Continue reading 7 Steps to Build and Manage a Stock Portfolio
The financial performance of CSB Bank for the quarter ended 30 Sep. 2023 has caught the attention of many investors and analysts. Despite a significant rise in Interest Income, the bank's net interest income has only slightly improved. The bank's cost-income ratio, which is the ratio of interest expense to interest income, has reached its … Continue reading CSB Bank Maintains its Competitive Position but Faces Impediments to Growth in the Near Term
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