Jitendra Kumar Gupta's blog

How should investors make a play for the NCLT distressed companies? While an immediate resolution of these assets and acquisition by a serious player could definitely help revive these companies, will investors make money? The question needs to be seen in the light of the prospective acquisition of the deal. The tug of war between the bankers and the acquirers of the steel assets is intensifying each passing day. The share price of two much discussed steel assets -  Bhushan Steel  and  Monnet Ispat   -- have moved up swiftly which has attracted investors hoping to be part of their turnaround stories. While an immediate resolution of these assets and acquisition by a serious player could definitely help revive these companies, will investors make money? The question needs to be seen in the light of the prospective acquisition of the deal. Crystal ball gazing Moneycontrol presents a scenario to see if Monnet Ispat and Bhushan Steel are worth their mettle. Currently, the

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article  Want to beat the Sensex? Just buy stocks the index discards Will share more..your feedback will be valuable. Happy reading jitendra 

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article  Investment Lessons Learned From The Poker Table Will share more..your feedback will be valuable. Happy reading jitendra 

Gravita India is churning waste into treasure and how The company will be compounding its equity at a very high rate of return rather than distributing the cash back to its shareholders in the form of dividend. When a Chief Financial Officer of a company, which is making 30 percent return on equity, says that the company will not be net cash positive for some time as they will keep investing cash back in the business because of the huge demand, this is actually an opportunity rather than a concern for investors. Why? The company will be compounding its equity at a very high rate of return rather than distributing the cash back to its shareholders in the form of dividend. Recycling profits The company in question is  Gravita India , which is into the waste recycling business. In India there are hardly any national serious players in the waste recycling business and Gravita is the largest player with annual sales turnover of Rs 655 crore. It collects lead-based scraps, its b

Future Supply Chain IPO: Growth at a reasonable price

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article Find a company which makes money when its peers don't: Kenneth Andrade's success tip for investors     Will share more..your feedback will be valuable. Happy reading jitendra 

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article First Principles: Elon Musk on the Power of Thinking for Yourself Will share more..your feedback will be valuable. Happy reading jitendra 

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article Triple Filter Test Will share more..your feedback will be valuable. Happy reading jitendra 

Amid a stock market rally, demergers are a route to fat returns - Moneycontrol.com Jitendra Kumar Gupta Moneycontrol Research A year ago, Crompton Greaves (now known as CG Power and Industrial) was struggling with a slowdown in the industrial and power segment and a related debt burden. The situation was exactly opposite in the case of its consumer electricals business which was churning out cash and earning good margins, making a decent return on equity. The company demerged the two businesses when its shares were trading at around Rs 80. Existing shareholders of the parent company were given one share for one existing share. Today, the combined value of the two shares is Rs 300, which is close to 400 percent return in little over a year. Over the past year we have seen companies demerging their business divisions, and a few more are queueing up to do so (see table). This urge to demerge is driven by the fact that the companies feel their stocks are mispriced des

For all my dear friends who are interested in  Knowledge Compounding...here i am sharing a very interesting video that will ignite your genius. (Video by Dan Pink) Here is the link  https://youtu.be/IZ-6on5_o5s Your feedback will be valuable. Happy reading jitendra ABOUT me

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article…  Quick reading:  Link of the article  10,000 hours or 10 minutes: what does it take to be a “world-class” investor? Will share more..your feedback will be valuable. Happy reading jitendra  

For all my dear friends who are interested  in Knowledge Compounding...i have made reading interesting things easy.  Enjoyed reading this article… Here below pls find the link of the same. While reading the article you will find that  important text is marked for quick reading . Link of the article  http://marker.to/m7KhFa Will share more..your feedback will be valuable. Happy reading jitendra  

Jitendra Kumar Gupta Moneycontrol Research Participating in NTPC ’s offer for sale (OFS) could be a sensible decision for retail investors who would be getting an additional 5 percent discount on the cut-off price. The government is offloading 10 percent stake in the company at a floor price of Rs 168 a share, which post discount works out to Rs 159.6 per share for the retail investors. Is there value at Rs 159.6? What is worth nothing is that at the discounted price the valuation works to about 1.2 times its estimated FY18 book value and offers a dividend yield of close to 3.3 percent, which is quite attractive. Here is a link of full article

Enjoyed reading this article. Here below find the link of the same. In this link important text is marked for quick reading. http://marker.to/wFszmF

One reason why most countries, after the economic downturn last year, announced huge stimulus packages for infrastructure projects was because this would directly increase employment, boost demand and lift the sagging economies. According to data from the World Bank, every 1 per cent increase in infrastructure assets adds another 1 per cent to the gross domestic product (GDP) growth.   OPPORTUNITIES “ In India's context, the opportunities are huge. Its poor infrastructure remains a major concern for its required economic growth. However, this is also an investment opportunity, given that if more money is ploughed into this sector, many companies will benefit immensely. This will ultimately translate into more value for shareholders in the long run There is a huge demand and supply gap, which cannot be done within a year or two. More investments will be required in infrastructure over several years for meaningful progress. And the economy will grow at the desir