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ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ONALPHAINVESCO.COM
REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ONALPHAINVESCO.COM
REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
OVERVIEW - HOW THE SHIPPING INDUSTRY WORKS & KEY CATALYSTS The international shipping industry is responsible for the carriage of around 90% of world trade. Without shipping, intercontinental trade, the bulk transport of raw materials, and the import/export of affordable food and manufactured goods would simply not be possible. Seaborne trade continues to expand, bringing benefits for consumersacross
OVERVIEW OF GLOBAL SHALE OIL DEVELOPMENTS Overview Of Global Shale Oil Developments. Conventional crude oil production generally refers to the pipe and pump production off a vertical well. This means a hole has been drilled straight down into a deposit and a pump jack is put on it to help pull the deposit to thesurface where it
UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKS Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. INVENTORY MANIPULATION Inventory Manipulation – Major Consideration for Accounting Frauds. Accounting fraud is the intentional manipulation of financial statements to create a false appearance of corporate financial health. Furthermore, it involves misleading investors and shareholders. A company can falsify its financial statements by overstating itsrevenue, not
BEST SEBI REGISTERED INVESTMENT ADVISOR 1] The SEBI Registered Investment Advisor should have at least a decade of experience in stock market so he has witnessed at least one entire up and down cycle. 2] The SEBI Registered Investment Advisor should definitely have SEBI registration number, which one can check on the SEBI website for the Registered Investment Advisors. IDENTIFYING INTENT OF THE MANAGEMENT FROM ROIC (RETURN ON Identifying Intent of the Management from RoIC (Return on Invested Capital) Many a times you (investor & analyst) will come across companies which have widely varying Return metrics on a standalone basis and consolidated basis due to the subsidiary performance lagging that of the parent. In this short article we will investigate intentof a
ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ONALPHAINVESCO.COM
THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. INVENTORY MANIPULATION Inventory Manipulation – Major Consideration for Accounting Frauds. Accounting fraud is the intentional manipulation of financial statements to create a false appearance of corporate financial health. Furthermore, it involves misleading investors and shareholders. A company can falsify its financial statements by overstating itsrevenue, not
ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ONALPHAINVESCO.COM
THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. INVENTORY MANIPULATION Inventory Manipulation – Major Consideration for Accounting Frauds. Accounting fraud is the intentional manipulation of financial statements to create a false appearance of corporate financial health. Furthermore, it involves misleading investors and shareholders. A company can falsify its financial statements by overstating itsrevenue, not
INDIAN BANKING SECTOR Current Scenario In Indian Banking Sector – NPA Mess. This blog is in continuation to our blog series on Banking sector, where we have tried to explained the Banking sector as whole from scratch (explaining the terms and jargons) and have deep dived into how Indian Banking sector has evolved over decades.In the current blog we focus on the current scenario of the sector, explaining NPA mess INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. UNDERSTANDING HOW THE INDIAN STEEL INDUSTRY WORKS Continuous Casting Process. The final stage of producing steel is the C ontinuous Casting Process where steel is forged into various steel products.. Hot Rolled Product – When a slab is heated above 1100 degree Celsius and passed between rollers, it turns into a thin and long sheet (hot rolled).This hot rolled product is widely used as a construction material and pipes in various industries. INDIAN PAPER INDUSTRY To set up an integrated greenfield paper facility, a company will have to spend ~Rs 1,00,000 per ton. Considering below assumptions: Realisations per ton stay at – ~Rs 60,000 per ton. Utilisations – Year 1: 90%, Year 2: 95% and Year 3 onwards 100%. EBITDA per ton of ~Rs 13,500 is maintained for 5 years. OVERVIEW - HOW THE SHIPPING INDUSTRY WORKS & KEY CATALYSTS The international shipping industry is responsible for the carriage of around 90% of world trade. Without shipping, intercontinental trade, the bulk transport of raw materials, and the import/export of affordable food and manufactured goods would simply not be possible. Seaborne trade continues to expand, bringing benefits for consumersacross
UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKS Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
BEST SEBI REGISTERED INVESTMENT ADVISOR 1] The SEBI Registered Investment Advisor should have at least a decade of experience in stock market so he has witnessed at least one entire up and down cycle. 2] The SEBI Registered Investment Advisor should definitely have SEBI registration number, which one can check on the SEBI website for the Registered Investment Advisors.ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ON ALPHAINVESCO.COMHISTORY OF THE GOLD STANDARDLEAVING THE GOLD STANDARDRETURN TO THE GOLD STANDARDWHY WAS THE GOLD STANDARD ABANDONEDGOLD STANDARD ACTGOLD STANDARD ACT 1971 REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKSHOW A WOOD KILN WORKSHOW IS CEMENT MADECEMENT PLANTS NEAR MEUSA CEMENT PLANTSCEMENT KILN PROCESSHOW DO ELECTRIC KILNS WORK Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKSPHARMACEUTICAL INDUSTRY JOBSJOB OPENINGS IN PHARMACEUTICAL COMPANIESPHARMA WORKS LLCPHARMACEUTICAL COMPANY JOBS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ON ALPHAINVESCO.COMHISTORY OF THE GOLD STANDARDLEAVING THE GOLD STANDARDRETURN TO THE GOLD STANDARDWHY WAS THE GOLD STANDARD ABANDONEDGOLD STANDARD ACTGOLD STANDARD ACT 1971 REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKSHOW A WOOD KILN WORKSHOW IS CEMENT MADECEMENT PLANTS NEAR MEUSA CEMENT PLANTSCEMENT KILN PROCESSHOW DO ELECTRIC KILNS WORK Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKSPHARMACEUTICAL INDUSTRY JOBSJOB OPENINGS IN PHARMACEUTICAL COMPANIESPHARMA WORKS LLCPHARMACEUTICAL COMPANY JOBS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer.ETHANOL INDUSTRY
Ethanol Industry Overview. Ethanol is a very key by-product for integrated sugar mills. On an average, 10.8 lt of Ethanol can be produced from 1 tonne of sugar. B-Heavy molasses have better yield of Ethanol (explained in detail later on in the article) than the molasses currently used for Ethanol production. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS The Indian Pharmaceutical industry is about $ 17 bn industry (2016) with as many as 20,000 registered companies (includes MNC’s and small scale units) directly or indirectly involved in the business of selling medicines. India has the distinction of being the lowest cost producer of medicine in the world. India also has the feather of being UNDERSTANDING HOW THE INDIAN SUGAR INDUSTRY WORKS- Factors Affecting Sugar Realizations In India. Indian sugar industry is highly regulated. Quantity of sugar to be sold and exported by mills is decided by the government, but at the same time government also bails out the industry with subsidies during the bad times. Sugar is a cyclical industry. BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. INVENTORY MANIPULATION Inventory Manipulation – Major Consideration for Accounting Frauds. Accounting fraud is the intentional manipulation of financial statements to create a false appearance of corporate financial health. Furthermore, it involves misleading investors and shareholders. A company can falsify its financial statements by overstating itsrevenue, not
ALPHA INVESCO
Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ON ALPHAINVESCO.COMHISTORY OF THE GOLD STANDARDLEAVING THE GOLD STANDARDRETURN TO THE GOLD STANDARDWHY WAS THE GOLD STANDARD ABANDONEDGOLD STANDARD ACTGOLD STANDARD ACT 1971 REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKSHOW A WOOD KILN WORKSHOW IS CEMENT MADECEMENT PLANTS NEAR MEUSA CEMENT PLANTSCEMENT KILN PROCESSHOW DO ELECTRIC KILNS WORK Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKSPHARMACEUTICAL INDUSTRY JOBSJOB OPENINGS IN PHARMACEUTICAL COMPANIESPHARMA WORKS LLCPHARMACEUTICAL COMPANY JOBS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
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Alpha Invesco has a good expertise & experience in investment advisory, equity research, equity advisory, and portfolio advisoryservices.
INDIAN BANKING SECTOR INDIAN BANKING SECTOR Indian Banking Sector has been through volatile period over last few years. The bad times were majorly for Public Sector Banks. We will see below how has the last 5 years been for the Indian Banking Sector and few top banks in Public Sector Banks and Private Sector Banks list. INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer. INDIAN STOCK MARKET PERFORMANCE Indian stock market performance over 5 year period ranges, from 2004 till now, on fundamental and market cap basis, helps us understand how the markets have gone through different cycles. Additionally, it broadly overlaps the rule of UPA 1.0 (2004 – 2009), UPA 2.0 (2009 – 2014), and Modi 1.0 (2014 – 2019), which also helps usunderstand
WHAT HAPPENED AFTER THE GOLD STANDARD WAS ABANDONEDSEE MORE ON ALPHAINVESCO.COMHISTORY OF THE GOLD STANDARDLEAVING THE GOLD STANDARDRETURN TO THE GOLD STANDARDWHY WAS THE GOLD STANDARD ABANDONEDGOLD STANDARD ACTGOLD STANDARD ACT 1971 REVENUE RECOGNITION FRAUD Revenue recognition fraud has been a major focus, revenue is a large part of financial statement thus it becomes a primary category that affects an entity’s financial position and results of operations. The manipulation of revenue could result in a misstatement of an entity’s EBITDA (Earnings before interest, tax, depreciation and UNDERSTANDING HOW THE INDIAN CEMENT INDUSTRY WORKSHOW A WOOD KILN WORKSHOW IS CEMENT MADECEMENT PLANTS NEAR MEUSA CEMENT PLANTSCEMENT KILN PROCESSHOW DO ELECTRIC KILNS WORK Understanding How The Indian Cement Industry Works. In this post, Ashwini Damani & Pradeep Jaiswal write on how cement industry in india works & what should be the parameters while analyzing any cement company. Ashwini is a chartered accountant & CFA. He has worked with Lafarge, one of the largest cement players in India for more than 6years.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKSPHARMACEUTICAL INDUSTRY JOBSJOB OPENINGS IN PHARMACEUTICAL COMPANIESPHARMA WORKS LLCPHARMACEUTICAL COMPANY JOBS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
INDIAN BANKING SECTOR Non-Interest Income: Another way of looking at non-cyclical fee and commission income is the ‘Non-Interest’ part of the income of a bank. The higher it is, more stable and better quality income it gets. Non-Interest Income is also known as ‘Other Income’.; Retail Lending: Until 2014, private banks lent Rs 150 to corporates for every Rs 100 lent to the consumer.ETHANOL INDUSTRY
Ethanol Industry Overview. Ethanol is a very key by-product for integrated sugar mills. On an average, 10.8 lt of Ethanol can be produced from 1 tonne of sugar. B-Heavy molasses have better yield of Ethanol (explained in detail later on in the article) than the molasses currently used for Ethanol production. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS 5) Export/Import Business: The Indian pharmaceutical industry is the largest supplier of cost effective generic medicines to the developed world. With the widest range of medicines available for exports and with the availability of the largest number of approved pharmaceutical manufacturing facilities, India is all set to become the leader of pharmaceutical exports to the world. UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS A recent survey indicates that the Indian Pharmaceutical sector has given employment to approximately 2.86 million people, through 20, 053 units. It is estimated that by the year 2020, India’s potential in Research & Development will reach between US$ 8 billion to US$ 10billion.
UNDERSTANDING HOW THE INDIAN PHARMACEUTICAL INDUSTRY WORKS The Indian Pharmaceutical industry is about $ 17 bn industry (2016) with as many as 20,000 registered companies (includes MNC’s and small scale units) directly or indirectly involved in the business of selling medicines. India has the distinction of being the lowest cost producer of medicine in the world. India also has the feather of being UNDERSTANDING HOW THE INDIAN SUGAR INDUSTRY WORKS- Factors Affecting Sugar Realizations In India. Indian sugar industry is highly regulated. Quantity of sugar to be sold and exported by mills is decided by the government, but at the same time government also bails out the industry with subsidies during the bad times. Sugar is a cyclical industry. BRIEF OVERVIEW OF GLOBAL AND INDIAN COLD CHAIN LOGISTICS According to Snowman Logistics (the only listed pureplay cold chain player in India) an estimated cost to set up a multi-commodity cold chain warehouse is in a range of ~Rs 60,000 to 65,000 per pallet (On an average 1 pallet = 1 ton in India). Setting up a 5,000 pallets multi commodity warehouse could cost ~Rs 30 crores of initialinvestment.
THE INDIAN TYRE INDUSTRY, KEY PLAYERS & THE ROAD AHEAD The Indian Tyre Industry is an integral part of the Auto Sector – It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India. Indian tyre industry has almost doubled from ~Rs 30,000 crores in 2010-11 to ~Rs 59,500 crores in 2017-18 of which 90 CASE STUDY : NUCOR CORP, FROM BANKRUPTCY TO STEEL INDUSTRY Continuing our study on steel we have come up with part 3 of the series (Nucor Corp) where we are studying Nucor Steel from the US, Nucor’s journey from a very small mini-mill (a steel joist manufacturer) to a steel producer has been incredible. It is a case of how intangible assets in an organization and that to in an industry like steel can make it profitable. INVENTORY MANIPULATION Inventory Manipulation – Major Consideration for Accounting Frauds. Accounting fraud is the intentional manipulation of financial statements to create a false appearance of corporate financial health. Furthermore, it involves misleading investors and shareholders. A company can falsify its financial statements by overstating itsrevenue, not
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“DON’T BE SCARED OF TEMPORARY UNDERPERFORMANCE IF YOU HAVE TO OUTPERFORM OVER THE LONG TERM.” UNCERTAINTY VS RISK – Biggest opportunities come during the times of uncertainty. Entire street is focused on next 4 to 12 quarters. We have a time horizon bigger than that, which leads to an edge & we can embrace uncertainty for a much bigger gain. We look for a business where underlying economics is improving & things are looking up with certain symptoms of change. We prefer pockets where valuations reflect the point of maximum pessimism, either due to near term uncertainties, balance sheet concerns, external factors or other concerns which prove to be immaterial over a period of time. We like stocks where there is large undervaluation and the business already has a substantial revenue base along with leadership position in their respective segment. It pays to buy such companies when they are facing temporary problems & are available cheap. THE POWER OF LONG RANGE THINKING ------------------------- These companies can improve profitability by correcting their cost structures & leveraging existing capabilities. Such businesses, if operating in potentially large profit pool sectors, can have sustainable & predictable profit growth over a period of time.INVESTMENT APPROACH
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