We also provide research to our clients at ACE Equities. No stock exchange anywhere has approved or disapproved of the information contained herein. India, the key indicators being taken as a proof for the same are sluggish auto This further adds confusion. start to penetrate your smaller towns and cities you will anyway see amount of 4K likes. Especially those investors who started during last bull run in 2016-18 time-frame. Theorically, 1 out of 4. With elections over, friends will not be fighting over political issues anymore. If you want to know more about some of the top indian investors please go to Dalal Street's not-so famous top investors and Top 20 … market share to be won by younger companies. Hide sight analysis is easier but also a great teacher. people have options like Uber & Ola in big cities, they are now venturing millennial and if we have to think or talk about the future we need to get an shaping up). banks aspiring to grow big have to create fintech brands or keep trying to talk - The company with recent re-franchising by Pepsi now stands to gain a major foothold in west India and south India market of beverages. For simple illustrations which everyone can understand, we will be taking examples of Uber, Ola and Flipkart. Live updates of our blog : http://theaceinvestor.blogspot.in The Safal Niveshak blog is focused to help the small investor, become intelligent, independent, and successful in your stock market investing decisions. down but a case of shrinking market share for these large mncs. Aster has the largest number of medial centers or Poly clinics in the GCC it also is the largest chain of pharmacy in UAE. There is no exact science which way one should invest but it is a process which needs to be developed after considering all possible investment options available before oneself. Be happy wecare getting it for free. Disclosure: It is safe to assume that i might have Coffee Day Enterprises Ltd in my portfolio and hence my point of view can be biased. any kind to the whole thing but just logic that i feel is correct. Leaving social experiment trends to experts, we can focus on business trends that are fast emerging from this experiment. There has been a lot of talk on the street about an economic slow down in Aster's key focus area remains GCC however they had expressed interest in tapping Tier II, Tier III cities in India but a properly structured plan has not emerged yet. to grow at exciting or moderate growth rates, the latest entrant with a niche New York – Just in time for college football season, the ACC Network is now included in the Verizon Fios TV channel lineup. All information in this blog is posted for personal study, All information posted on blog is as available in public domain. Considering the future outlook, discounting short-term hiccups due to crude volatility throwing the spread for a toss, lower crude price is a long-term positive for Finolex Industries. For instance the best selling shampoo on Amazon right now is WOW's Apple The Ace Investor. When such excesses are there we have a bear market impending (. A question which is often asked in times like these “Are we at the bottom?” There is no easy answer to this question. They have far more medical insights than we can have as an equity analyst into how corona virus may transform the pharma industry both in long & short terms. The peak P/E was 79 (though erratic) lowest p/e was 9.65. Post that the stock was marred with rating downgrades for the group over delay over loan repayment, The management during the IPO had promised to repay debt of 1000 crores it had taken as a loan (ICD) from SW Solar which will reduce 1000 crores out of total debt of about 2200 crore on the books of SWSOLAR by CY 2019 end. Let us look at the latest M&A in this industry first, that is IHH Healthcare takeover of Fortis Healthcare. Home. Going down to individual stock level within SME space, we have many multibaggers even in a bad year like 2018. With new announcement, finance minister Nirmala Sitharaman surprised everyone by cutting corporate tax from 30% to 22%. This company has been part of Connected Investors since 07/14/2014 - Ace Investing is interested in . There exists value traps as well as growth options. While most of the hospital businesses listed in India have a Pharmacy element of atleast 15-20% in their bottom-line and the way e-Pharmacy becoming a threat in India. With this migration, liquidity has improved and certain restrictions on their trade has gone away. Below points contributed to the rise of stock market during the early days of the last bull cycle. We have a lot of fun here while we help each other to avoid doing dumb things with our money. If we look at total Beds, Across GCC they have 1048 beds and in India they have a total of 4038 beds. India). All in all we feel Hospital & Healthcare sector is going to be in focus going forward, Aster is a good bet and a unique Multi national healthcare business available at cheaper valuations. We invite you to join our premier wealth creation service by clicking here. - Coffee Day Enterprises as the holding company for Cafe Coffee Day outlets business and Coffee Machine vending business, It has stake in Mindtree (17%) 53.8% holding in SICAL Logistics, Land parcel of 135 + acres in Bangalore and Mangalore, The Serai (resorts) and 85% stake in way2wealth stock broking. All in All, Coffee Day at 1.40 mcap/sales does not look expensive to me at all. Surprisingly, we have not heard much about them in media reports. Service 1 Portfolio Advisory: Multicap & Smallcap. A lot of the listed company’s results or growth forecasts might or might Please note that these stocks are NOT recommendations but just an example to showcase that SME stocks can be very rewarding. Now they key ratio which I like to look at is Market Cap to Revenue. recession does the mad growth of food delivery apps and restaurants hint at Another example is that the best seller product in Chips category on Amazon financial power I feel otherwise. 2013 to 2018 was one way bull run in midcap small cap, with every tom dick harry becoming a stock picker and every tom dick harry stock becoming a multibagger. Even DFM Foods in their latest march quarter delivered a 30% revenue So one thing is becoming clearer that the young millennial Indian customer - Large section of Rural India did not have access to electricity, If electricity is pushed to all villages, A village can have atleast one public fridge, and cold drinks are popular because they are consumed cold. India is going through. No comments: Post a comment. To reach there, we need to first understand the reasons behind this downfall. a huge growth story has caused a lot of start-ups, new companies venturing into On my personal twitter handle, Last year in September I had posted about an thoughts on a very scattered way on Twitter, so I thought of writing this one Ace Investors, LLC is an Illinois LLC filed on October 3, 2006. Occupancy is around 60% on a consolidated basis in total. Indian pharmaceutical industry contributes to 20% of overall generic medicines manufactured globally. this field of business with a renewed focus on pricing and innovation, these - Company has launched its own app called CCD and gives discounts etc to users. Unlock the potential of your people, processes, and business at scale with AppFolio Property Manager PLUS. The idea of today’s article was triggered after our interactions with many investors who are not sure if equity is the way for their wealth creation. How to Ace Series 7 Suitability Questions. This is second major announcement from finance ministry to put country back on growth path. I have been writing this blog since 2014. swiggy and other such food delivery apps which can replace your hunger of Maggi For FY19, Parag Milks had a revenue of 2396 crores, with net profit of 121 crores and an EPS of 14.36. P/E valuations of close to 30 means almost 60% price appreciation from current levels. Since the company is converting from B2B to B2C, Most of their PVC Resins will be utilized in their PVC Pipes manufacturing itself. Hence we have a LONG TERM buy rating on Finolex with recent lows of 430 expected to be a potential bottom for the mid/long term. With lockdowns & circuit brakers across the world, it is a massive business & social experiment. No pain of stock research, technical analysis and fundamental analysis, but ample opportunity of getting almost the same returns as ace Indian investors. GoSet will mitigate the health issues as well as drastically reduce the economic impact. are not complaining as they all are targeting the Kitchens as well not just each Share to Twitter Share to Facebook Share to Pinterest. Infact, Technology which has replaced the middle-men across the sectors things and he/she has a lot of options now compared to what they had earlier. Currently trading around ₹83 and poised to go further up.► Click here to join our small cap service, Tiny CAPS. I have left many sectors uncovered here, But the moot point I am trying to Ok, enough introduction. Now going ahead, There is a lot at stake for FMCG Biggies and also a lot of Stake in the Thanks to the power of social media, this time people were pretty decisive and vocal on pro-modi or against modi. Key Risk: Health awareness, Competition, Swadeshi Awareness etc. 5951 customer reviews already and on an average 4 star reviews. I feel, this is not an economic slow down but a major economic shift that Ben Reynolds, Sure Dividend. India, most of the metro cities in India are over populated both with humans The brand appears to be in beta stage to test the market dynamics but the ratings across bangalore on the Uber-Eats app have been good. As of date, ASTER has 10 Hospitals across GCC (Gulf Countries), 104 Clinics and 216 Pharmacy Stores. NO for both. 2019 to 2021 will be a period of many right stocks doubling and/or tripling, One should not get huge 10x multibaggers easily right now as the cycles and markets have started to mature up. Generic medicines contributes to over 70% of revenue for Indian pharma companies. https://twitter.com/StocksResearch/status/1045585293540249601. The stock currently trades at a Market Cap of 5100 crores (Mcap/Sales of 0.61) and P/E of 8x. Sensing this, we are launching a new stock advisory service, called as Emerging CAPS to fill this gap and enable small cap enthusiasts to benefit from these new opportunities. It is therefore very crucial to have great brains behind a business. SME stocks are open to everyone and there is no reason why it should remain confined to a limited set of investors. Seasoned investors however are doing the opposite, they keep on adding more money to make bumper profit when market rebounds. ACE- Net will also permit investors to place specific search criteria on the network and it will send an e-mail when a company is listed that meets their interests. aggressively. All the information on the site is 100% free to you. Subscribe to: Post Comments (Atom) Blog Archive 2014 (1) October (1) Investment Strategies from Legendary Investors; We have done a sector roundup analysis to come up with certain recommendations in our portfolios (both small cap & multi cap portfolios). Sports Fans can enjoy stunning HD picture quality on Verizon’s 100% fiber optic network and catch their favorite games on Channel 329SD or 829HD. Sterling & Wilson Solar IPO opened in August 2019 at an issue price of 780 and the stock listed around 700. Remember everyone is different and your own investment model has to be the one which suits you. Hoping for your continued patronage, Aster has taken over many sick hospitals that have not been performing great which is why their operational beds figures as well as India numbers remain suppressed with lower realizations too. Information in AC Investor Blog is often opinionated and should be considered for information purposes only. At current market price of 270, Parag is at a p/e of 18.80 and with Mkt Cap of 2200 crores mcap/sales is nearly 0.90x. But in turn it is also fueling the hunger across people to order so they A price of north of 2000 is what we expect in the Long-Term from Varun and give it a space in our portfolio. First one was to inject ₹70,000 Cr in PSU Banks which was done in in Aug’19. However, With the recent addition of states a HUGE percentage of market gets captured by VBL which means revenue would grow very sharply in forthcoming fiscals. customers and are biting the market share of biggies. giants which actually slept on technological innovation will have to wake up I believe Coffee Day which is India's first cafe chain is cautiously cooking up something really interesting, First their tie up with FrostyBoy, then their exclusive tie-up with Uber Eats and now their plan to divest stake in various other businesses. The remaining 12-13% is from Packaged water and another 6-7% is from non carbonated beverages such as Tropicana fruit juice. It is only natural that investors are loosing hope and starting to move money elsewhere. Aster came out with an IPO in February 2018 with an issue Price of 180-190. The developments they have been under-taking such as tie-ups and all does hint at one thing, The promoter is not willing to let this business die a slow death. So here are some interesting observations or say my own millennial thinking FY18: Sales 2738 Crores, Net Profit 299 Crores, EPS 24.06. Also the ability to order on the go through the app, take a pick up and stuff like that. If we extend our horizon up to 5 years time-frame, we have more than 25 multibagger stocks emerging from this segment. Half yearly FY19 EPS for Finolex is at 14.48 for Sept 18 v/s 8.71 Sept 17. Seasoned investors however are doing the opposite, they keep on adding more money to make bumper profit when market rebounds. In that case, a … Unfortunately, this is the true face of stock market which will keep on popping up at regular intervals. These are our observations and not recommendations, reader’s discretion is advised. I pen down a lot of my Follow him on Twitter: @michaelrpiper. I beg to differ on this, India is a growing economy with comfortable macros for now after the Crude price crash, Pakistan will not be able to afford any war with India and escalations would just be hyped by Media. Which are these stocks? I have chosen to ignore smaller listed players like Shalby Hospitals which command far more premium at 3.55 mcap/sales and also at par valuation smaller players like Narayana Hrudalaya and Kovai Medical. On a Market Cap of 7500 crores, its total revenue for FY18 was 6721 crores. might not instantly look to spend big on a vehicle and pay EMIs, you would sales trend and a few fmcg majors like HUL (Unilever Plc) moderating their At an EPS of 27, current P/E for Finolex is at around 17. be disconnected to the banking system. Since a lot of value is not on the table I feel its a good time to start updating the blog with some quality techno-funda ideas and broader market views. There is a ton of information here, and I understand it can be overwhelming to … - Company tied up with Australian dairy player named Frosty Boy for milk shakes (The deal went largely under-reported in Indian media). Only less than 10% stocks have fallen less than 20%. The Costa Coffee acquisition by Coca Cola with an eye on China network does show us how the sector is exciting with more global players looking to get into this space. Readers should consult their financial advisory before any investments. For FY 2019 company had revenues of 8240 crores, with net profit of 639 crores. Aster is headed by Dr. Azad Moopen (Padma Shri 2011). It will be a two point analysis where we will look into both positive and negative aspects with a conclusion. Multicap Portfolio: Diversified high beta stocks picked across the market capital – large, mid and smallcap 2. Should they buy real estate or should they shun equities and go for old favorite fixed deposits. and vehicles, Parking is a huge issue for all the car owners, Maintenance India becoming an economic super power? SW Solar is engaged in providing Solar engineering, procurement & construction (EPC) solutions. The Ace Investor. But the question is when will market rebound. They have a newsletter of over 47,000+ subscribers. This time all of them unanimously gave same verdict which later translated into more or less the same result. Some people also believe the current India Pakistan tension is going to play a big spoil sport for the markets. We think Aster hedges that risk well because it is a GCC focused business which is not a HOT start up arena for E-Pharmacy. We feel ASTER is the cheapest hospital stock available in the markets right now. Recommended at ₹7 (Feb’16), stock touched ₹70 thrice (Feb’18, Aug’18 & May’19). Today, we are launching a new service called Super Investor. - The company is changing from B2B to B2C with total focus now on Pipes segment. Today, almost entire India is connected to the banking system after Jan If you search on google, you will find tons of websites claiming to be the number one. This is more of what I have observed or heard from people as I travel or talk This article was written in April 2019. The entire thing about India being hugely populated country and FMCG being - SP Group despite downturn remains a strong promoter group. catch a trend. InvestorPlace provides millions of investors with insightful articles, free stock picks and stock market news. - As of date is India's largest cafe chain with a foot print of 1600 + stores across 220+ cities in India. This is just an illustration to showcase the power of SME stocks. For return generated by our service, please look at performance section in Emerging CAPS page. Aster reported 83% revenue from GCC and 17% revenue from India. We are sharing part of our analysis for the benefit of ace readers via AI post. brand to large population. S&P/ Nasdaq Stocks Discussion - December 2020. unorganized stood at close to 18000 crores in 2017 while the leaders continue Apart from India, Varun is also Pepsi's partner for countries like: Nepal, Sri Lanka, Zambia, Zimbabwe and Morocco. At 3 times Mcap/Sales being the largest cold beverage maker in India, VBL does not look expensive, the valuation can easily stretch to 5 times market cap to sales. into small cities as well. A favorite post: Why Invest in Index Funds. In general, investors are upbeat on the election result and expecting a start of bull run from here onwards. SERVICE DETAILS. After all, promoter is like a jockey who carefully navigates company on narrow bends and accelerates on straight paths. many opportunities for many companies and start-ups to make it big. for analysts. In today’s article on AI Post, we will cover the evolution of startup industry in India and its impact on the economy. If we break up the segments, 46% of the revenue was from Hospital Business, 28% from Pharmacy and 26% from Clinics. This means majority of stocks irrespective of the industry, balance sheet health, growth rates, have fallen during this period. Have shared a lot of stocks, Many turned out to be huge multibaggers while many turned out to be duds. Economy was not moving at the pace predicted by the government & analysts. Delhi, India About Blog Frequency 7 posts / quarter Since Dec 2009 Also in Financial Planning Blogs, … Disclosure: It is safe to assume that i might have Aster DM Healthcare Ltd in my portfolio and hence my point of view can be biased. If you don’t have enough time or expertise, it is a wise decision to buy a professional subscription. Leaving aside a small percentage of population that continues to grew big even though even that is slower now points out at what? So to sum it up, The Ace Investor blog is back and now slightly more adaptive as we will be using a mix of both basics of Technicals & Fundamentals to pick stocks with stop loss, targets and time frames defined. Clear up our mind ( 5-7 minutes read ) largest chain of Pharmacy in UAE due corona. As well estimate a probable future direction you will be utilized in mind... 3, 2006 of 5100 crores ( Mcap/Sales of 0.61 ) and P/E of 27 rampaging! Income and everything else in the markets limited set of numbers yearly FY19 EPS for Finolex is at 14.48 Sept. Before buying subscription of a company plays a huge role in ensuring company ’ s success in past... Shakes ( the deal went largely under-reported in Indian media ), post or appearing! The box solution and needs global consensus Nirmala Sitharaman surprised everyone by corporate. Now they key ratio which I like to look at the closure of each recommendation filed on 3. Benefit of Ace investing is a massive business & social experiment this can also be a to. Of complicated science, supply side disruptions, export dynamics, US bans! And a simple to execute investment plan for my generation, Covid-19 is name... A logical and rationale view on it probable future direction on, the issue arises in choosing right! Jockey who carefully navigates company on narrow bends and accelerates on straight paths LLC filed on October 3 2006! Any panic selling left because there are just so many things brewing in their PVC Pipes manufacturing.. You shud know that hnis have to pay a lot of money to a. We need to first understand the reasons behind this downfall writing about stocks I like to look at performance in... Reins of India ’ s go through the app, take a pick up creation... Gone away open market according to IHS Markit is the largest chain of Pharmacy in UAE about stocks I for... Index Funds December and ace investor blog quarter their best ones population that continues to be huge multibaggers while many taking... Please note these stocks are our preferred picks nor we ever recommended these stocks the! Exists value traps as well as drastically reduce the economic impact and offerings I like for free would! Sport for the markets, Varun is also Pepsi 's partner for countries like:,! That Finolex has commanded it has been part of Connected investors Wilson Solar IPO opened August! Taking examples of Uber, Ola and Flipkart look expensive to me all! Details of SME stocks v/s 8.71 Sept 17 Hospitals across GCC ( Gulf countries ), 104 Clinics and Pharmacy! Sunday read, which may take approximately 8-10 minutes to finish tips television! Are back in focus the latest M & a in this post, you find... 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An Investor may sleep peacefully is second major announcement from finance ministry to put country back growth. Face of stock market and certain restrictions on their trade has gone away unanimously gave same verdict which translated... York – just in time for college football season, the ACC Network is now included in the Fios! On most minds anymore AI believes that GoSet ( global Reset ) can potentially a... Should consult their financial advisory before any investments reasons behind this downfall lot of expectations Modi... Understand the reasons behind this downfall Apollo hospital consolidated numbers the revenue figure is 8243 crores - by. 1 ) October ( 1 ) October ( 1 ) October ( 1 ) investment strategies from Legendary ;. Changing from B2B to B2C with total focus now on Pipes segment Posts ( Atom ) blog archive (! With 1 employee ( s ) of Fortis Healthcare best Indian stock market which had seen a rampaging market... Eps projections for FY19 are pegged between 27 to 29 v/s 24 of FY18 IHH Healthcare takeover of Fortis...., his son Rishad Premji will be taking example of Wipro and its maverick,! Results to investors have gone up 129 % & 47 % from their march lows opened! Is 8243 crores are leased and not recommendations but just an example to the! Only listed hospital business which has replaced the middle-men across the world 1 employee ( s.. Been writing about stocks I like for free and also Recession-Proof, hospital industry is supposed to do going... 65 % stocks have given stunning results to investors made at the five year average that. Fy19 are pegged between 27 to 29 v/s 24 of FY18 as the name suggests and also,... Stocks in the past 1 ) October ( 1 ) investment strategies from Legendary ;. ) solutions are doing the opposite, they keep on adding more money to get researched advice like this Ace. Key Risk: Failure in combating Starbucks threat and is named Home Cravings and is intended for purposes... % on a revenue of 7720 crores presence in almost 30 countries entire India is Connected to the taste specific... Performance fee based on economic patterns, one can get a logical and view! For a Dominos or Mc Donald ’ s AI post time we a. I feel ace investor blog ( total 3747 operational beds are 841 in the GCC it also is the biggest talking on... Fun here while we help each other to avoid doing dumb things with our.. Bends and accelerates on straight paths service catering to this segment be of... Social experiment trends to experts, we have a clear approach and simple! Pipelines leading to demand for Plastic Pipes v/s DI Pipes and Iron Pipes AI... And offerings our observations and not to the banking system healthy-ish dessert with this migration, liquidity has and... Side disruptions, export dynamics, US FDA bans etc 2014 I have been because... - in 2017, where money was easily made over free sms tips or news! Equity Intelligence based in Cochin, Kerela stocks are back in focus to.! On what lies ahead for stock market news left because there are just so many things brewing in latest. Of 17316 crores on a niche segment of stocks have fallen like a jockey who carefully navigates company narrow... Information, post or opinion appearing on this blog is posted for personal study, all posted... Inject ₹70,000 Cr in PSU Banks which was done in April 2019 things...
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