As one of the country's most famously successful names in business, it’s commonly assumed that Reliance ka stock lena "bantha hi hai" for most investors. Lekin yeh attitude sahi nahi hai - it is true that Reliance Industries could be a good investment, but not just because of its well-known name, but instead for the following reasons.
Reliance is India’s largest company by market capitalization and can build new businesses that have scale, thanks to its cash cow business.
Reliance ke naye companies jo retail aur technology mein hai - kafi potential hain unme bhi.
Pandemic ke alava there is another new buzzword in the business and investing world aur yeh hai ESG. Iska full form hai Environmental, Social and Corporate Governance. ESG ka funda hai ki investors sirf profits nahi dekhte hai - they want to make sure that their capital is being in a positive manner, with consideration for environmental and social sustainability. Reliance ne yeh cheez recognize kar ke green energy business ke liye baari plan banaya hai.
Company ka o2c, that is oil to chemicals, business transfer ke baad, company ke paas abhi zyaada capital bhi reh sakta hai kyunki iss transfer se company ko in exchange USD 12 billion equity aur USD 25 billion ka loan bhi mila.
InfosysInfosys hai India ka second largest IT company.
Investors ke liye Infosys ka sabse bada attraction hai company ka proven track record of creating value for shareholders. Moreover, such companies have high corporate governance standards.
Infosys ka future aur behter ho sakta hai kyunki India will continue to play a vital role in the global technology landscape. In turn, Infosys jaise tech giants ko fayda mil sakta hain. Opposite side - maane demand side mein bhi, the broader recovery in the US and Europe bodes well for Tier-I IT giants like Infosys.
New leadership dekh ke investors ko bhi confidence mil raha hai ki long term growth prospects acha rahega.
ICICI BankYeh toh, asset size ke hisaab se desh ka second-largest private sector bank hai.
ICICI Bank has realised both its asset and liability franchise over the past 5 years. The bank is adequately capitalized and has enough liquidity to drive growth.
The bank is leveraging on technology which should aid in cross-sell, lower TATs and lower the cost-to-income.
Abhi toh filial 1.5 years se pandemic chal raha hai. Yeh situation mein ICICI jaise private banks ne apna market share banaya hai. PSU aur chote banks ke comparison toh private banks are in a better position.
Crompton Greaves Consumer ElectricalsFast moving electrical goods (that is FMEG) sector mein,Crompton Greaves Consumer Electricals is a leading company with a strong presence in the fan and residential pump category. The company is the market leader in the domestic fan and residential water pump business with value market share of 24% and 28%, respectively.
Company ka distribution strength kaafi mazboot hai - in ke paas 3500+ dealers ka network hai. Issi distribution network ko use kar ke Crompton dusre bhi products mein apna market share badane ka koshish kar raha hai jaise ki water pump, lighting aur chote appliances.
The company has also been focusing on increasing the contribution from premium products - jo hai mehenge items, jis pe zyaada profitability rehta hai. The premium fan category now accounts for about 20% of the company's fan business. Lighting subsector mein bhi CGCEL is focusing on high margin streetlights and fixtures.
IDFC First BankPandemic situation mein banking companies agar survive karna chahte hai toh in ko high liquidity paana hai, at a low cost. Lekin aisa economic situation mei yeh cheez achieve karna mushkil hai kyunki asset inflow mein kami hai. IDFC Fist Bank - following a management change - has outperformed in building liability franchise and retail lending.
Since the new management took charge, every quarter, the bank's liability franchise has been strengthened.
The bank's CASA ratio improved from 10.4% in Q3FY19 to ~43% In Q4FY21. Yeh ratio hai deposits in current and savings accounts against total deposits.
NIM’s have also been stable for the bank despite interest reversals in Q4FY21. NIMs se pata chalta hai ki loans se bank ko kitna interest mil raha hai aur in comparison, deposits pe kitna pay kar raha hai
Moreover, the bank is back on the growth path driven by strong growth in Retail AUM, jo hai assets under management.
Bank ne yeh bhi kiya - Rs 3000 crores ka fresh equity capital raise kiya jisse IDFC apna retain business ko expand kar legal.
Suprajit Engineering LtdHo sakta hain ki yeh company ka naam, aapne nahi suna hoga. Lekin hear me out dost.
Suprajit Engineering, jo SEL naam se jana jaati hai, is the largest supplier of automotive cables to the domestic manufacturers. SEL ke taraf se yeh cables two wheelers and passenger vehicles, dono ke liye banta hai.
Company ka belief aur strategy yeh hai: consolidation of vendors aur naye clients paane se yeh market aur share of wallet sustain kar payenge.
SEL ka balance sheet kaafi strong dikh raha hain. Aage bhi growth hone ki potential hai, as production by original equipment manufacturers restarts.
Ek aur important baat SEL is insulating itself from the looming competition from electric vehicles by developing new products.
Quess CorpIndia ke HR companies mein se, Quess Corp is one of the sector leaders.
Quess Corp operates in the fast-growing field of providing staffing solutions and has registered a revenue CAGR of 52.6% from FY 2016 to FY 2021.
Quess Corp ke earnings mein kaafi recovery dikh rahi hai during the second half of FY 2021 - unlock hone ke baad yeh demand aur badh sakta hai kyunki companies will need to rehire staff or hire new staff.
Ongoing financial year ke pehle quarter mein toh company ke numbers mein koi growth nahi dikha, kyon ki tabhi toh second wave aur lockdown shuru ho gaya tha.
Aage Quess Corp ke liye kaafi potential hai because it can make the most of the new phenomenon where companies are outsourcing non-core positions.
Another good thing about Quess Corp is that they are trading at a FY23E P/E multiple of 20.0x, at significant discount to Team Lease, jab dono companies ke return ratios kaafi same hai.
Jaane se pehle, ek baat yaad rakhiyega ke stock market investing mein risk hamesha rahega. This podcast has been made for educational purposes only and the investor must do his own research as well.
Aise aur interesting podcasts sunne ke liye humein follow karein via youtube and other social media channels. Until then goodbye and happy investing!
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