ESAB vs Ador Welding - Fundamental Analysis
|

ESAB India vs Ador Welding: Fundamental Analysis and Price Valuation Compared

The welding products industry forms the backbone of several key sectors. Performance of construction, manufacturing, and infrastructure sectors drive the welding industry. Welding and cutting equipment are critical for projects requiring durable and precise joining of metals. It makes them indispensable for industries like automotive, shipbuilding, and aerospace. However, this industry’s growth is closely tied…

Slowdown in the FMCG Sector- Cash Cow Companies - Thumbnail
|

Slowdown in the FMCG Sector: Sales Stagnating – Cash Cow Companies

The Fast-Moving Consumer Goods (FMCG) sector, one of India’s most stable and essential industries, is currently experiencing a slowdown. Companies like Godrej Consumer Products Ltd (GCPL), Dabur India, Marico, and Adani Wilmar have all reported or hinted at flat sales growth in the third quarter of the financial year. This decline is unusual because FMCG…

What is the benefit of holding stock for the long term - Thumbnail

What is the benefit of holding stock for the long term?

Long-term investing in stocks is one of the most effective strategy for building wealth over time. Long-term investing in stocks allows investors to capitalize on the growth of fundamentally strong businesses. Over time, companies reinvest their profits to grow their revenue and improve their margins. This continual activity time after time yields exponential growth for…

LIC Investment Portfolio - IMAGE
|

Uncovering the LIC Investment Portfolio: Where LIC Invests Its Money?

During this Adani-Hindenburg saga, there is a concern that the LIC Investment portfolio is over-exposed to Adani Group company’s stocks. I think this concern looks misplaced. Out of the total capital of LIC, only 17% (INR 60.6 lakh crore) is invested in stocks. My estimate is that, out of these 60.6 Lakh crores, LIC’s exposure…

High EPS stocks - Image
|

Screening Stocks of ‘High EPS Companies’ with three related value indicators

What is the significance of high EPS companies? Why investors look for stocks with high EPS ratio? Does high EPS really means that the stock is good for investing? [list of High EPS stocks is here] Principally, ‘high EPS’ of a stock is a good thing. But high EPS alone does not make a stock…