India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Equity Bottom-Up

<p>We recently wrote a report on UFO Moviez with a positive bias. The company recently declared its Q4 FY17 and 12-month FY17 results.  The company witnessed a slow growth due to muted increase in ad yields post demonetization, but were in line with our expectations. Sales increased by 5% YOY, EBITDA growth remained flat for FY17. We analyze the results.</p><div class="content-highlight"><h2><strong>Segment results</strong></h2></div><p><strong>In-Cinema Advertisement</strong></p><p>This is the fastest growing segment of the company where the company has the long-term advertising rights for…</p>

We recently wrote a report on UFO Moviez with a positive bias. The company recently declared its Q4 FY17 and 12-month FY17 results.  The company witnessed a slow growth due to muted increase in ad yields post demonetization, but were in line with our expectations. Sales increased by 5% YOY, EBITDA growth remained flat for FY17. We analyze the results.Segment resultsIn-Cinema AdvertisementThis is the fastest growing segment of the company where the company has the long-term advertising rights for…

UFO Moviez-Q4 FY17 and 12 Month FY17 Results Update

UFO Moviez India Ltd

UFO Moviez-Q4 FY17 and 12 Month FY17 Results Update