NMDC FPO – Company Review
March 5, 2010
NMDC one of the Government’s biggest Asset in Minerals is going for a FPO. Here is an Insight into the company.
NMDC has reserves and resources of 1,360.6 million metric tonnes of iron ore with predominantly greater than 64% Fe content and has been the largest producer by volume in India during the last three fiscal year – the Company’s producing mines are open cast and
primarily fully mechanised. Strong in-house capability to undertake exploration – NMDC is actively involved in exploration and development activities so as to apply for and acquire new iron ore and other mineral leases thereby expanding its reserves and Read more
IPO Coverage is MOVED
January 31, 2010
The IPO Coverage from the Best Analysts on the Street is now Moved to the Following Location – IPO India Research and Analysis.
Here is a link to Archives of Past IPO Research.
Vascon Engineers + Aqua Logistics and Other Reviews
January 28, 2010
Due to some personal work and migration of the blog to new publishing platform, we have posted the reviews of IPOs on the Forum.
You can read the review of Syncom Healthcare, Vascon Engineers, and Aqua Logistics . WE hope to be back to publishing individual reviews soon. Brokerage / Analyst reviews will continue on the Forum.
D B Corp Ltd – Subscribe for Medium Term
December 11, 2009
D B Corp is a leading print media company in India with 7 newspaper, 48 newspaper editions and 128 sub editions in 3 languages (Hindi, Gujarati and English) in 11 sates in India. They have 2 subsidiaries, Synergy Media Entertainment [radio business] under the brand name MY FM and I Media Corp for internet and SMS portals.
D B Corp – Dainik Bhaskar and Divya Bhaskar have Strong brand recognition and wide geographical reach in Hindi Heartland – North, Central and Western India.
Print Media in India:
Readership and circulation is directly correlated with literacy levels that have increased from 62.5% in 2002 to over 73% in 2007. Moreover, 69% of India’s Read more
Godrej Properties IPO – Richly Priced
December 9, 2009
Godrej Properties (GP) is the real estate arm of Godrej Group that has presence in FMCG, industrial engineering, appliances etc. The group reaches to almost 400 mn Indians every day and enjoys a strong brand recall.
Realty Business Model:
It works on an asset-light model by entering into joint development agreements with land owners, sharing its revenues/profits with them in lieu of bringing their land under development. The company has a land bank of 391 acres spread across 10 cities, with more than 50% in Ahmedabad [Previous Mill Land] Read more
JSW Energy Review – Expensive + Bad Management
December 4, 2009
The years 2006 and 2007 belonged to the Real Estate companies. 2009 belongs to Power companies, but thankfully, due to powerless listing, Retail Investors have stayed away and let the so called anchor investors / FIIs commit their funds to these projects which are valued as though they are the High Growth Stocks, Electricity and that too in India 
Promoters Background:They are the same Jindals who have defaulted / were on the verge of bankruptcy in their half hearted badly managed and implemented Jindal Vijayanagr Steel project, where we have already lost ton of in 90s money. Read more
