ARKIVES
Subscribe
Sign in
Home
Archive
About
More
return
;
New
Top
HINDALCO rides the commodities tailwind, and more
HINDALCO is attractive not merely due to macro tailwinds but a favourable business mix. With a strong balance sheet and high CF generation, this giant…
Ajay Aggarwal
,
Nikhil Arora
, and
Sharath Toopran
May 16
Comment
Share
Share this post
HINDALCO rides the commodities tailwind, and more
arkives.substack.com
Copy link
Twitter
Facebook
Email
PNCINFRA is leveraging its expertise to venture into uncharted ‘waters’
An integrated operating model, healthy financials and order book, and diversification into water projects bodes well for PNCINFRA, though risk factors…
Priyal Nabera
,
Sharath Toopran
, and
Nikhil Arora
Apr 27
Comment
Share
Share this post
PNCINFRA is leveraging its expertise to venture into uncharted ‘waters’
arkives.substack.com
Copy link
Twitter
Facebook
Email
SIGACHI is a "micro monopoly" manufacturer only set to grow
The company's excipient production capabilities means growth is strongly correlated to pharma and food processing industries. Diversification into…
Ajay Aggarwal
,
Priyal Nabera
,
Sharath Toopran
, and
Nikhil Arora
Apr 26
Comment
Share
Share this post
SIGACHI is a "micro monopoly" manufacturer only set to grow
arkives.substack.com
Copy link
Twitter
Facebook
Email
EASEMYTRIP is all set to sail post-covid sectoral tailwinds
EASEMYTRIP’s asset light business model, strong fundamentals, debt free balance sheet, cost-efficient operations and recent M&A point towards steep…
Tirthesh Shah
,
Sharath Toopran
, and
Nikhil Arora
Apr 7
Comment
Share
Share this post
EASEMYTRIP is all set to sail post-covid sectoral tailwinds
arkives.substack.com
Copy link
Twitter
Facebook
Email
INDUSTOWER - A bet on 5G infrastructure?
Indus Towers Ltd is India's largest listed telecom infrastructure company with a market cap of INR57,000cr.
Harsh Khandelwal
,
Sharath Toopran
, and
Priyal Nabera
Mar 28
Comment
Share
Share this post
INDUSTOWER - A bet on 5G infrastructure?
arkives.substack.com
Copy link
Twitter
Facebook
Email
SBILIFE seems ideally positioned for ‘serving the underserved’
Expected postponement of LIC IPO and a heightened post-covid insurance awareness makes SBILIFE, the largest private insurance player well positioned…
Priyal Nabera
and
Ajay Aggarwal
Mar 14
Comment
Share
Share this post
SBILIFE seems ideally positioned for ‘serving the underserved’
arkives.substack.com
Copy link
Twitter
Facebook
Email
AWHCL — An Opportunity to Invest in Waste
A pure-play bet on waste management. Steady financials and macro tailwinds indicate a long growth runway. We are LONG.
Ajay Aggarwal
,
Nikhil Arora
, and
Sharath Toopran
Mar 10
Comment
Share
Share this post
AWHCL — An Opportunity to Invest in Waste
arkives.substack.com
Copy link
Twitter
Facebook
Email
LIC the opportunity. The challenge.
Global equity markets are likely to remain under pressure in near term. Anchor appetite will be elemental in success of the IPO, but low free float may…
Priyal Nabera
,
Nikhil Arora
, and
Sharath Toopran
Feb 22
Comment
Share
Share this post
LIC the opportunity. The challenge.
arkives.substack.com
Copy link
Twitter
Facebook
Email
TATACOFFEE to benefit from a global shift towards instant coffee
While competitors will be exposed against a global price rise and India specific challenges, TATACOFFEE benefits from a de-risked profile thanks to…
Priyal Nabera
,
Nikhil Arora
, and
Sharath Toopran
Feb 21
Comment
Share
Share this post
TATACOFFEE to benefit from a global shift towards instant coffee
arkives.substack.com
Copy link
Twitter
Facebook
Email
TANLA emerging as a Global CPaaS leader on back of blockchain
Strong foothold in the domestic market, development of WISELY & TRUBLOQ, first of its kind blockchain networks globally along with robust financials…
Priyal Nabera
,
Sharath Toopran
, and
Nikhil Arora
Feb 1
Comment
Share
Share this post
TANLA emerging as a Global CPaaS leader on back of blockchain
arkives.substack.com
Copy link
Twitter
Facebook
Email
ONGC a potential hedge against rising crude oil
Being the largest upstream player in the country, ONGC is expected to directly benefit from the expected increase in government investments within crude…
Pradeep Choudhary
,
Priyal Nabera
, and
Nikhil Arora
Jan 13
Comment
Share
Share this post
ONGC a potential hedge against rising crude oil
arkives.substack.com
Copy link
Twitter
Facebook
Email
DOLLAR repositioning itself
Transforming product mix, strong growth outlook, steady balance sheet and with operational efficiency measures at play, Dollar Industries is worth a…
Sharath Toopran
,
Nikhil Arora
, and
Ajay Aggarwal
Dec 27, 2021
Comment
Share
Share this post
DOLLAR repositioning itself
arkives.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts