India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Thematic (Sector/Industry)

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good results and the optimism has reflected in their valuations.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/982/original/comp%20per%20&amp;%20value.PNG?1471588766" class="editor-image img-responsive" data-smartkarma-image-id="11982"></figure>However we believe that this market optimism is unwarranted as it comes from a subdued base from Q1 FY 16 when growth collapsed 16% YOY. We believe that near term outlook for tractor demands remain muted unless the industry gets a strong support from the government through significant increase…

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good results and the optimism has reflected in their valuations.However we believe that this market optimism is unwarranted as it comes from a subdued base from Q1 FY 16 when growth collapsed 16% YOY. We believe that near term outlook for tractor demands remain muted unless the industry gets a strong support from the government through significant increase…

Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a 3 month moving average basis (3mma), production remains stagnant with a growth rate of only 0.1% y-o-y in May 2016 compared to a 0.3% y-o-y rise in April 2016. IIP growth remained weak across sectors.Manufacturing output grew marginally by 0.7% y-o-y in May 2016 compared to a decline of 3.7% y-o-y in April 2016. On a 3mma basis, manufacturing output…

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a 3 month moving average basis (3mma), production remains stagnant with a growth rate of only 0.1% y-o-y in May 2016 compared to a 0.3% y-o-y rise in April 2016. IIP growth remained weak across sectors.Manufacturing output grew marginally by 0.7% y-o-y in May 2016 compared to a decline of 3.7% y-o-y in April 2016. On a 3mma basis, manufacturing output…

INDIA: IIP Anemic Growth of 1.2% Inconsistent with GDP Growth of over 7%

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016 respectively. This marks the 17th straight month of decline for both the sectors.The sharp drop in imports in April resulted in a further narrowing of trade deficit to USD 4.8 billion from USD 5 billion in March 2016. On a 3 month moving average (3mma) basis ending April 2016, exports declined 6% while imports fell by a sharper 17.3% compared to a decline of…

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016 respectively. This marks the 17th straight month of decline for both the sectors.The sharp drop in imports in April resulted in a further narrowing of trade deficit to USD 4.8 billion from USD 5 billion in March 2016. On a 3 month moving average (3mma) basis ending April 2016, exports declined 6% while imports fell by a sharper 17.3% compared to a decline of…

India: Trade Data Indicate Further Weakenss in Economy

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>SAMHI Hotels is acquiring a 70% stake in RARE India for 470 million, pivoting from traditional business hotels toward high-growth, asset-light experiential leisure properties.</li>
<li>The deal integrates 67 boutique properties into Marriott’s global distribution network, aiming to scale a niche B2B service into a dominant B2C consumer brand.</li>
<li>This strategic shift targets 1 billion in revenue and significantly higher operating margins of 35-40% as the platform scales over the next five years. 
</li>
</ul>


SAMHI Hotels is acquiring a 70% stake in RARE India for 470 million, pivoting from traditional business hotels toward high-growth, asset-light experiential leisure properties.
The deal integrates 67 boutique properties into Marriott’s global distribution network, aiming to scale a niche B2B service into a dominant B2C consumer brand.
This strategic shift targets 1 billion in revenue and significantly higher operating margins of 35-40% as the platform scales over the next five years. 



Event Driven: SAMHI Hotels~ Strategic Expansion into High-Margin Hotels Via RARE India Acquisition

India

Indian Hotels Company Limited operates The Taj Group of hotels.  The Company owns or maintains long term leases/licenses for hotels in India, in addition to International hotels.  The Group's hotels are divided into three groups: Luxury, Business, and, Leisure.

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Indian Hotels (IH IN)

Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...

Das Capital Management and Advisors

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014....

Rajan Govil

INDIA: IIP Anemic Growth of 1.2% Inconsistent with GDP Growth of over 7%

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a...

Rajan Govil

India: Trade Data Indicate Further Weakenss in Economy

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016...

Rajan Govil

Event Driven: SAMHI Hotels~ Strategic Expansion into High-Margin Hotels Via RARE India Acquisition

SAMHI Hotels acquires 70% stake in RARE India for 470 million, shifting focus to experiential leisure properties with goal of 1 billion revenue...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...

Das Capital Management and Advisors

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014....

Rajan Govil

INDIA: IIP Anemic Growth of 1.2% Inconsistent with GDP Growth of over 7%

The Index of Industrial Production (IIP) rose by an anemic 1.2% y-o-y in May 2016 after having declined by 1.3% y-o-y in April 2016. However, on a...

Rajan Govil

India: Trade Data Indicate Further Weakenss in Economy

Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016...

Rajan Govil

Event Driven: SAMHI Hotels~ Strategic Expansion into High-Margin Hotels Via RARE India Acquisition

​SAMHI Hotels acquires 70% stake in RARE India for 470 million, shifting focus to experiential leisure properties with goal of 1 billion revenue...

Sudarshan Bhandari

SAMHI Hotels acquires 70% stake in RARE India for 470 million, shifting focus to experiential leisure properties with goal of 1 billion revenue...