Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

Equity, Bottom-up Analyst

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>India has become one of the most expensive markets globally, trading at a PE of close to 28. Quality stocks now trade consistently around 50-90x PEs. </li>
<li>We have screened 80 names (market cap agnostic) that trade at PEs between 5 and 45, with an average PE of 20 and an average ROEs of 26%. </li>
<li>We treat this only as a filter and aim to do due diligence on all these stocks over the next few months. </li>
</ul>


India has become one of the most expensive markets globally, trading at a PE of close to 28. Quality stocks now trade consistently around 50-90x PEs. 
We have screened 80 names (market cap agnostic) that trade at PEs between 5 and 45, with an average PE of 20 and an average ROEs of 26%. 
We treat this only as a filter and aim to do due diligence on all these stocks over the next few months. 


The "What's Left In India" Screen: 80 Stocks with High ROEs and Relatively Lower PEs

Research on Indian Equities, Diary Of A Private Investor

Private Investor

Research on Indian Equities

Diary Of A Private Investor

Diary Of A Private Investor is my attempt to share Notes, Research and Thoughts as I carry out day-to-day chores as a Full-Time Investor in the Indian Equity Markets. I am looking to write about everything markets; from Business Insights, Stock Specific Research, Useful Analysis Concepts and Interesting Perspectives on Investing. I am currently a Full-Time Investor and I’ve been investing for over 6 years now, including professional stints at a couple of Research & Fund Management Firms. Over these years in the market, I’ve had a unique experience to learn the roots of traditional investing as well as the new-age investing frameworks; and with this unique blend is how I approach the Puzzle of Investing.

Equity Capital Markets

Global X India Nifty 50 ETF / Equity Capital Markets

<ul><li>Equity markets have been under a correction phase for more a year now; Nifty topped out in Oct’21 and is now back to near highs.</li><li>In fact, last month’s close was an all time high close for Nifty on a monthly basis and 1st ever close above 18000 levels.</li><li>Though such market corrections are not good from the return’s perspective, but they play a very important role.</li></ul>

Equity markets have been under a correction phase for more a year now; Nifty topped out in Oct’21 and is now back to near highs.In fact, last month’s close was an all time high close for Nifty on a monthly basis and 1st ever close above 18000 levels.Though such market corrections are not good from the return’s perspective, but they play a very important role.

Market Correction: An Opportunity in Disguise

India

Vadilal Industries Limited is a prominent Indian multinational company specializing in ice cream and frozen food products. The company manufactures and sells ice cream, frozen desserts, juices, and candy, and also processes and exports a range of processed food items including frozen fruits, vegetables, canned fruit pulp, and ready-to-eat and ready-to-serve products. It was founded in 1907 and is headquartered in Ahmedabad, India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Vadilal Industries (VDI IN)

The "What's Left In India" Screen: 80 Stocks with High ROEs and Relatively Lower PEs

We compile a list of 80 Indian stocks based on two simple criteria: PE and ROE. Given the market's lofty valuations, we title it "The What's Left...

Sameer Taneja

Market Correction: An Opportunity in Disguise

Equity markets have been under a correction phase for more a year now; Nifty topped out in Oct’21 and is now back to near highs.

Private Investor

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)