Reliance Nippon Life Asset Management company is coming up with an IPO, and the market seems super Excited about Financialization of Savings as a theme.
Stallion Assets View – We Strongly believe that Markets... Read More
Last Week we met the Management of PNB Housing and spend the entire day with the whole top management. We got amazing insights about the housing finance Industry & the road Ahead. These are the 5 main takeaways from the meet.
1) ... Read More
Today I want to Share a Secret with you. A Secret that will help you successfully Invest in the Market. Lately Markets have been in a strong up move and a lot of people ask me as to what i think about the direction of the market. To be honest, there... Read More
Last week we Attended the Analyst Meet of ICICI Lombard which will be India’s First listed General Insurance company.
The trade here is similar to the Private banks as Huge Opportunity size exist plus shift in share from public sector... Read More
Last week I met the management of Shakti Pump, the stock has moved up 250% in last 6 months and there is a lot of hype as management has guided for sales growth of 70-80% in FY2018, Midcap Moghul kenneth Andrade’s entry at 476/Share via bulk... Read More
Yesterday my team at Stallion Asset & I attended the Edelweiss Investor Day meet, and these are the 5 main take away’s from the meet
1)The Larger Trend in Financial Services Space – Financial Services in India... Read More
Yesterday i attended a CFA Conference where speaker was Midcap Moghul kenneth Andrade and his investment philosophy is pretty simple “If 80% of a Industry is making losses, buy the 20% companies that are able to make profit, because when the... Read More
Stallion Asset is popular for catching long term trends but here is one sector where contrarian Investors can look at.
What Doesn’t kill you makes you Stronger. Real Estate Companies have been in a mess for last many... Read More
The Market is very excited with New NBFC Aditya Birla Financial Services (New Name – Aditya Birla Capital) coming on the block soon, with PI Opportunities fund (Affiliate of Azim Premji) buying a 2.2% stake valuing the company at post money valuation... Read More
The Sector in play for this bull market is undoubtedly the NBFC space and AU’s IPO at mind blowing valuations is just an confirmation of the trend.
AU was valued at 1200 crores in Feb 2013 when Chrys bought Stake, it was valued at whopping... Read More
CDSL is coming with an IPO and the Grey market is very excited about it and pricing it at a premium of 100-105/ Share, this is a listing gain of a Whopping 65-70%. The Company did an EPS of 8.21/Share in 2017 is offered at 18 PE Multiple. We believe... Read More
There is no doubt that financial Services and NBFC’s have been the leader of this Bull Market. IDFC is one of the newest bank and has recently completed its 1st Full year of Banking operations has done pretty well.
Let’s... Read More