Wise Investing

  While most OEMs have reached their pre-Covid level demand, wholesales for August 2020 was a mixed bag. Segment leaders in passenger vehicle and two-wheeler have outperformed but there still remains a lot of catching-up to do for the entire industry.   Despite the historic zero sales in the first month of this fiscal year, the Indian auto   industry  has witnessed a faster than expected month-on-month rebound in the May    to  August 2020 period. Passenger Vehicles Market leader Maruti Suzuki India Limited (MSIL) saw an uptick of 17 percent in its total (domestic + exports) sales, majorly riding on the entry-level mini segment models where the carmaker reported the highest growth of 95 percent in the month of August 2020 over the same period last year. Tata Motors reported an exceptional growth of 154 percent at 18,583 units sold in the domestic market last month as against the low-base of August 2019. Two wheelers The largest seller of two-wheelers in India, Hero MotoCorp said that i

  Emami Limited   One of the leading and fastest growing personal and healthcare businesses in India, with an enviable portfolio of household brand names such as BoroPlus, Navratna, Fair and Handsome, Zandu Balm, Mentho Plus Balm, Fast Relief and Kesh King. Established in 1974, they have a portfolio of over 300 products based on Ayurveda formulations. Its current operations comprise more than 60 countries including GCC, Europe, Africa, CIS countries and the SAARC. Over 121 Emami products are sold every second somewhere around the world. It employs nearly 3,200 people, reach out to 4.5 million plus retails outlets through a network of 3,200 distributors and have invested in eight plants, four regional offices, one overseas unit, eleven overseas subsidiaries and 31 distribution centers and one associate across India.   2020 Entered hand sanitizer segment under its flagship skincare brand, BoroPlus Launched organic aloe vera gel under BoroPlus brand 2019 Acquires German pers

Dear investor & traders  1) Buying companies with a strong business model, which are small and medium but having solid growth potential. 2) Invest in companies generating healthy ROCE, ROE, strong Operating Cash Flows, Free Cash Flows and enjoying reasonable debt levels.   3)Exploring companies which are sector leaders or the potential to become large, and which have headroom to grow significantly over the next 2-3 years, looking at the overall opportunity size for the company’s products & services. 4)look for companies which can grow consistently in terms of Top line & EBIDTA growth and where management respect shareholders & are investor friendly in terms of payouts in the forms of dividends, bonus, buybacks etc  5)Buy stocks of such companies when they are unglamorous and not in the limelight. 6)Most importantly, I believe capital preservation is more important than returns and hence apply a reasonable margin of safety filter to protect the downside if any. Hemant pa

Dear investors & trader's  I have said  many times time to buy small & mid-caps  now the time has come   now all will be an equal category in Mutual fund  BIG BREAKING for SMALL CAP STOCKS: Huge positive SEBI says Multicap Funds to have a minimum of  25% of LargeCap 25% of MidCaps 25% of SmallCaps & Mirco caps  Some of the Images from the NSE Site ( large cap )  Mid-cap Small-cap  Mid & Small both   Portfolio modifications to be completed by 1st Jan 2021 current status of  top Mutual fund house  S E B I announcement is below    I said many times to buy small  &  mid-caps in my previous blog   very positive for the stock market  https://wiseinvesting2.blogspot.com/2020/06/time-to-buy-small-mid-cap-stocks.html

 Dear investors  update on L&T   buy and hold for  1 year  for 30 % upside  todays price is below i  am very bullish on this stock for more upside in upcoming days I suggested on 890/- INR   its almost 240/- INR up from my price  keep buying on every small or big correction  order book inflow had increased this will effect in revenue and share price also      Larsen & Toubro Ltd BSE : 500510   NSE : LT 1130/- INR  Date 27 Nov  52 week Low 661.00 52 week High 1,383.70 today i will share some interesting facts about LT larsen & tubro ( India ) a conglomerate why we must hold such big company in your portfolio i have put all key parameters in this  MF Holdings Here's a list of major funds which hold the stock in their portfolio as of the last reported quarter. Scheme Name AUM (%) CMV (  in Cr.) Holding Date Bharat 22 ETF 15.78 742.8485 31 Oct 2020 Nippon India ETF Infra BeES 11.96 1.2599 31 Oct 2020 SBI Infrastructure Fund (G) 11.34 49.4959 31 Oct 2020 Nippon India Power &