Niveshaay – Page 3 – We Nurture your Wealth

March 10, 2023

National Stock Exchange Ltd.

Scope of NSE- A proxy play to the growing Indian Capital Market Whenever an investor makes a trade, there are various stock market participants that ensures smooth functioning of these trades. One such company is National Stock Exchange. Staying true to our investment style of...

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November 09, 2022

Elecon Engineering Ltd.

Inside the report Research Analyst – Gunjan Kabra (gunjankabra@niveshaay.com) What led us to research this industry? We did a top-down analysis at macro level and analyzed that Indian capex cycle can rebound. India’s capex cycle has been muted since last 10 years as private capex was flat....

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July 08, 2022

‘The Vijay Kedia Meet’

The Niveshaay team got lucky to get an opportunity to meet and interact with Mr. Vijay Kedia who is know for his spectacular success in investments like Atul Auto Ltd. (100x), Cera Sanitaryware (100x) and Aegis Logistics (40x) to name a few. It was a...

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June 07, 2022

Niveshaay’s Approach in the Valuation Reset Market Mood

Whenever there is a correction in the market, the first question that comes to our mind is, “Is it a good time to stay invested or is it better to pull out of the market?” We tend to make analogies from past market corrections and...

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May 04, 2022

Gokaldas Exports Ltd.- Q4 Results Analysis & Conference Call Highlights

2nd May, 2022 Report Covers: About the company Results and Conference Call Highlights Financials Conclusion Initial Coverage on the company (attached) Research Analyst: Gunjan Kabra (info@gunjankabra.com) Healthy Order Book, Sector Tailwinds and Capacity Expansion to drive growth. 1. About the company Leading Apparel Exporter in...

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April 16, 2022

RUSHIL DECOR LTD.

Research Analyst: Ramswaroop Agarwal (rsa0308@gmail.com)& Kartik Mediratta (Kartikmediratta64@gmail.com) When promoters buy-back, it is a positive sign. But, when the competitor companies’ promoters take stake in the peer company that significantly boosts investor confidence as they are the most clued people to know about the industry...

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April 05, 2022

Year end review FY 2021-22

Dear Investors, Prima Facie, equity as an asset class in last 2 years has given splendid returns to investors given the low base formed in March 2020. Our strategy has turned out to be fruitful in out-performing the market. With immense gratitude, we are happy...

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March 17, 2022

Indian Paper Industry – Tactical Play on JK Paper Ltd.

Inside the report Part I: Indian Paper Industry Recent Trends in Paper Industry JK Paper Why JK Paper? Part II: Indian Paper Industry Part III: How is it different from global industry? Indian Paper Companies: Classification based on Raw Materials Used Financials Research Analyst –...

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February 15, 2022

RHI MAGNESITA INDIA LTD.

Indian Refractory Industry Inside the report What led us to research this industry? Understanding the Product: Refractories Understanding the Refractory Industry in detail Explaining, why this industry can do well, going forward RHI Magnesita India Ltd. Research Analyst – Gunjan Kabra (info@gunjankabra.com) What led us...

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