Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential
Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...
751 Views
Shipping Corporation of India Land & Assets Ltd.: Demerger and a Value Bet
Important Update on Shipping Corporation of India Land and Assets is out of the T2T segment and the circuit limit has been revised to 20% which...
2.6k Views
Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
266 Views
India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
408 Views
What's Wrong With Yang Ming Marine? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma (SMARTKARMA SP). Not surprisingly, a few readers...
312 Views