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India Investments

India Investments is a community to discuss investments, insurance, finance, economy, and markets in India.

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TCS

Brief history and company intro: Founded in 1968, Tata Consultancy Services (TCS) is the flagship company and a part of Tata group. TCS provides IT services, consulting and business solutions and has been partnering with many of the world’s largest businesses in their transformation journeys. The company offers a consulting-led, cognitive powered, integrated portfolio of IT, business and engineering services and solutions. TCS works with leading corporations across the world, departments of the Government of India and various state governments, systemically important entities and the private sector. The company has pan India presence and 50+ countries globally with major presence in countries across Europe, the UK, the Middle East, North America, Latin America, and South-East Asia. Market Cap: ₹11,62,039 Cr. Stock P/E: 23.5 Book Value: ₹ 262 (P/B: 12.5)...

Zomato vs Swiggy Macquarie Report

Attaching report from Macquarie on the Zomato vs Swiggy battle

Hi-Green Carbon Ltd.

A recent SME IPO that caught my eye because of impressive ROE figures being reported (60%+ in screener). RHP - https://www.higreencarbon.com/images/prospectus/RHP%20-%20Hi%20Green%20Carbon%20Limited.pdf The company is in space of recycling tyres through pyrolysis, that yield recovered carbon black (used by tyre companies), steel (from the wires in tyres), fuel oil and sodium silicate. All of the products from pyrolysis can be sold to other industries, with minimal environmental impact. Now, pyrolysis alone is inefficient. Company supposedly has a patented process that is more efficient....

Education of an Investor

This post is to put up a reading list of what should be read (AND understood) to become a direct equity investor.

General Discussions

This is a place for short / non-specific discussions about constructing portfolio or researching about companies. Serious stuff only!

Chamanlal Setia Exports - best effort DD

This is an attempt to create a due diligence post that examines a company from various aspects, and attempts to capture the investment worthiness of the company over time, not just at time of writing. This particular post/comment will initially draw up a blueprint to analyse the company, and will be supplemented with more follow up comments until breadth+depth is achieved. Let's start with analysis of the financial statements....
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