Value Research Online

Winning with long-term visibility the Warren Buffett way

Tue, 12 May 2020 07:00:00 +0530

An effective way of finding good companies is to ask whether their product or service will undergo any change over the next 10 years

Finding value in FMCGs

Wed, 05 Sep 2018 08:00:00 +0530

Only four FMCG companies have shown a consistent rise in operating margin and revenues in the past 5 years

Big shifts

Wed, 04 Jul 2018 06:54:15 +0530

Here are some companies that have significantly grown and shrunk in size over the last 10 years

Buy only the biscuits

Tue, 30 Jan 2018 10:47:06 +0530

A rise in formalisation post GST augurs well for FMCG players. But a massive jump in Britannia Industries' stock price limits its investment case

Raw wounds

Thu, 02 Feb 2017 00:27:35 +0530

Increasing raw-material prices and an inability to pass them on may hurt FMCG companies' earnings>

Not just for foodies

Mon, 08 Aug 2016 12:32:17 +0530

Many of us just can't live without Britannia's biscuits, Nestle's Maggi and GSK's health drinks. So we tell you to invest in what you eat>

FIIs Vs DIIs: Different strokes

Fri, 20 May 2016 10:30:00 +0530

An analysis of stock market transactions reveals that FIIs and domestic institutions are taking contrasting views on sectors>

Is your company's RoCE rising every year?

Mon, 18 Apr 2016 15:50:38 +0530

We have a list of companies that have witnessed a consistent rise in RoCE in the past five years>

And we all fall down!

Tue, 02 Feb 2016 01:08:00 +0530

How low global inflation spells trouble for FMCG valuations ahead

Using GARP to Evaluate Opportunities

Tue, 23 Jun 2015 12:45:00 +0530

Companies with corporate governance issues never form a part of our portfolio, says Mahesh Patil, fund manager, Birla Sun Life Frontline Equity>

Expensively Priced

Fri, 06 Feb 2015 11:29:00 +0530

Cooling down of input cost inflation benefits a number of companies in the FMCG sector as valuations continue to be prohibitive

Battle of the Crumbs

Tue, 06 Jan 2015 14:20:00 +0530

After allowing competitors Parle and ITC a foothold in the premium biscuit market, Britannia is fighting back to take away market share>

Safe-haven Sector

Thu, 24 Jun 2010 10:03:00 +0530

The FMCG sector doesn't give news-making returns, but its resilience can be a virtue in the gloomy global picture>

The Foreign Hand

Wed, 20 Aug 2003 11:25:00 +0530

Despite a poor show by big MNCs, this fund is coming of age largely riding on the back of mid-cap MNC bandwagon. In the narrow universe of MNC stocks, Birla MNC offers you the best option for owning a portfolio of MNC shares.>

My Favorite Stock- Cipla

Wed, 13 Jun 2001 18:31:00 +0530

Nilesh Shah, fund manager of Franklin India Growth Fund likes Cipla for being a classical growth story with a reasonable valuation, clean management, good dividend & bonus record and a very sound business model.>