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><a href="https://www.smartkarma.com/entities/8682" target="_blank" data-smartkarma-citation="entities:8682:1">Wonderla Holidays Ltd. (WONH IN)</a> came up with their Q1 FY18  financials that showed mixed results. While revenue increased by 18%, operating profits improved by 17% YoY in Q1 FY18. The high growth was mainly due to a significant hike in ticket revenues in all the parks of the company to offset the effect of GST. Their business came under the highest tax bracket of 28% GST from the 18% VAT (state tax) that the company used to have earlier. However, the parks also witnessed footfall decline in the…</p>

Wonderla Holidays Ltd. (WONH IN) came up with their Q1 FY18  financials that showed mixed results. While revenue increased by 18%, operating profits improved by 17% YoY in Q1 FY18. The high growth was mainly due to a significant hike in ticket revenues in all the parks of the company to offset the effect of GST. Their business came under the highest tax bracket of 28% GST from the 18% VAT (state tax) that the company used to have earlier. However, the parks also witnessed footfall decline in the…

Wonderla Holidays

Wonderla Holidays Q1 FY18 Results Update