Investing Stories
We at Prospero Tree strongly believe in the power of research-backed investing. When it comes to equities, we follow a flexible portfolio investment strategy that focuses on delivering adequate returns over a long period of time without taking inadequate risks. We achieve this by selecting multiple investments from varies sectors having appropriate upside opportunities. Though there are inherent risks in equities as an asset class, we strive to build a diversified portfolio and selecting companies paying appropriate attention to business and valuation risks. Through our stock stories section, we bring certain stock specific research on the companies that we are tracking. Please understand that these are not investment recommendations but helps in understanding the companies better.
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Mayur Uniquoters: Multiple Segments, Large Opportunities20-Aug-2018 / Category: First ReportBased in Jaipur, Mayur Uniquoters produces one type of artificial leather known as PVC leather which finds applications in various industries like footwear, automobile seat covers, and furnishing among others. Along with a strong presence in the domestic market, the company has expanded its base to various export markets as well. |
BSE: Q1FY19 Results Update18-Aug-2018 / Category: Update ReportThe income from transaction charges and book building charges are related to the stock market activity. Both these incomes have decreased on the YoY basis. However, a new source of income has started from BSE Star Mutual Fund platform, offsetting the fall partially. |
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Jagran Prakashan: Wealth Creation by Better Capital Allocation5-Aug-2018 / Category: Update ReportJagran Prakashan consistently generates a large surplus of cash every year and has shown capacity to utilize it well for its shareholders by deploying the surplus funds either for acquisition / expansions or for retiring the most expensive source of fund |
Pidilite: Exit with 2.73 times30-May-2018 / Category: Update ReportAs a part of our timeless leader series, Pidilite is a phenomenal company and should be able to continuously grow well from here as well. |
GIC Housing: Exit with 36% gains30-May-2018 / Category: Update ReportConsidering increase competition from peer companies along with slight rise in interest rates suggested to Exit. |
RCF: Exit with 87% gains30-May-2018 / Category: Update ReportExpansion By Unlocking Value considering the run up without any significant directional change in earnings, we suggest to Exit completely |
BSE: How would FY19 Look Like?7-May-2018 / Category: Update ReportThere is a consistent increase in the listing fees & transaction charges income for BSE |
CDSL: Growing Depository26-Apr-2018 / Category: First ReportCDSL is one of the two security depositories promoted by BSE Ltd with the objective of providing convenient, dependable and secure depository services at an affordable cost to all the market participants. |
Jagran Prakashan: Numero Uno in Print Media22-Mar-2018 / Category: First ReportJagran Prakashan is a print media company having the largest readership and highest circulation base in India. It publishes 8 newspapers & 1 magazine in 5 different languages across 13 states. |
Unichem Labs: Exit with 37% Gains21-Mar-2018 / Category: Update ReportThe company has not given any future plans but we think that the company will aggressively pursue its export business including the developed markets. |
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Tata Metaliks: 2.5 times in 18 months22-Jan-2018 / Category: Update ReportOver the last 18 months the company stock price has increased substantially & Suggest to Exit |
Standard Industries: Exit With 2.7 Times22-Jan-2018 / Category: Update ReportWe suggest to EXIT from Standard industries and book full profit. |
AstraZeneca Pharma: Exit Due to Lack of Clarity22-Jan-2018 / Category: Update ReportWe recommended AstraZeneca India -Improving Fundamentals + Delisting support. In two year, the stock has underperformed. |
Oberoi Realty - Summary Presentation16-Jan-2018 / Category: Update ReportSmall Presentation on Oberoi Realty to a group of investors and analysts from the investing community. |
BSE: Growing Operating Income26-Dec-2017 / Category: Update ReportBSE's operating income is growing consistently led by equity segment volume growth. |
Puravankara: Affordable in Reality12-Nov-2017 / Category: First ReportBased in Bengaluru, Puravankara is a real estate player having a strong presence in south India. Puravankara primarily focusses on building and marketing real estate projects under its two distinct brands namely Puravankara and Provident. |
Oberoi Realty: Superior Brand; Creating Value13-Oct-2017 / Category: First ReportOberoi Realty is a Mumbai based real estate developer having a basket of residential, retail, commercial and hospitality projects. |
Deepak Nitrite: Exit at 2.2 times27-Sep-2017 / Category: Update ReportDeepak Nitrite's expansion for phenol and acetone at Dahej is on track. |
CCL Products: Exit with 75% Returns27-Sep-2017 / Category: Update ReportThe stock has given 75% returns |
Accelya Kale: Clear Sky for Growth28-Aug-2017 / Category: First ReportAccelya Kale is a leading financial software provider to airlines across globe. Its software helps airlines manage their financial processes and gain insights on their business performance. |
Munjal Showa: Growing with Two Wheeler Market16-Aug-2017 / Category: Update ReportWe had recommended Munjal Showa on 30Jul2014 at Rs. 94 in our first report Munjal Showa - Riding the Hero & Honda Wave We re-iterated our stance at Rs. 190 in an update report on 11Dec2015 on Munjal Showa -Diversifying its Revenue Base |
NMDC: Mining Iron Ore For India13-Jul-2017 / Category: First ReportNMDC Ltd is the largest iron ore mining company in India. This production is achieved with the help of its 4 fully mechanised mines -2 mines in Chhattisgarh and 2 mines in Karnataka. |
Sasken 2.0: Vision of 5 Times x 5 Years20-Jun-2017 / Category: Update ReportSasken has come a long way by de-risking its business that was once dependent only on few customers within a single segment to large set of clients across various verticals. |
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Unichem Labs -Domestic Formulations Play24-May-2017 / Category: First ReportUnichem Laboratories is a 20 years old pharmaceutical company with more than half of its revenues coming from the domestic formulation markets. Unichem is ranked 29th in terms of formulation sales in India. |
BSE: Post CDSL IPO8-Apr-2017 / Category: Update ReportThis was the first quarterly result after the divestment of partial stake CDSL has became the Associate of BSE.. |
Ruchira Papers: Exit with 5.5 Times in 20 Months5-Apr-2017 / Category: Update ReportThe stock has given a phenomenal performance & expect to continue but we suggest to exit and Book Profit. |
Bombay Stock Exchange (BSE): Strong Growth Ahead29-Mar-2017 / Category: First ReportStock exchange is a platform where participants can buy or sell listed securities likes Equity, Debt, Mutual Fund units, Currencies or Derivatives of these underlying. The securities can be traded through registered brokers of the exchange. |
Nalco: Exit with 67% returns in 5 months2-Mar-2017 / Category: Update ReportConsidering a strong upmove in a short period of time, we suggest to EXIT |