Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Market Calls I Got Right - and Wrong - In 2008
- To say the least, 2008 was a very satisfying year. While I also got some calls wrong and overall lost money, it wasn't much. And if I were to do a sleight of hand and calculate returns in rupees and not dollars rupee is my currency of consumption these days,...
- External links 2008-12-27
- How to Play Medical Tourism
- Barrons had over the weekend a story on medical tourism subscription required. It had mentioned Apollo Hospitals in that context, besides a host of Singapore and Thai providers. Now this is a theory that has been around for a decade, and indeed the Indian hospital companies might have benefited in...
- External links 2009-09-10
- Glaxo Smithkline Consumer Benefits from Indian Consumption Growth
- There was a good article on GSK Consumer GSK two weeks back in Business Standard. 70% share in milk beverages market (50% Horlicks and 20% Boost) makes it a more dominant player in its category than even Colgate CL is in its category.June qtr results were quite good for GSK,...
- External links 2009-08-05
- The Challenge Shared by Verizon and Anheuser-Busch Inbev
- The situation at Verizon VZ and Anheuser-Busch Inbev (AHBIF.PK) is remarkably similar. Verizon's cash cow is Verizon Wireless, where it owns only 55%. However, it fully consolidates VZW. Similarly ABI owns only 61% of Ambev, which is the real cash cow. ABI too consolidates ABV. The fully consolidated businesses at...
- External links 2009-07-27
- Thoughts on Coca Cola's Earnings
- From Coca-Cola KO earnings: Russia’s unit case volume declined 9 percent in the quarter, reflecting the impact of a continued challenging macroeconomic environment. Russia is struggling - this might impact Philip Morris PM and British American Tobacco BTI due to downtrading. Unit case volume growth in Northwest Europe was...
- External links 2009-07-21
- Hindustan Unilever's Struggle
- ET had an article yesterday on how Hindustan Unilever [HUL] is struggling in all its business lines, whether it is soap or toothpaste. In its previous conf call, HUL clearly mentioned that without market share, profitability is impossible in the long run. Colgate CL is reporting blockbuster results by having...
- External links 2009-07-19
- Cinemark Holdings: The Advantages and Disadvantages
- I had purchased Cinemark CNK at $8.90 at the end of April when Swine flu broke out in Mexico. 20% of CNK's EBITDA comes from LatAm mainly Brazil and Mexico, so the fears were justified at that time. 1H09 has been spectacular for US theater exhibitors with box office...
- External links 2009-07-03
- Why I'm Long Cognizant, Short Infosys
- Cognizant CTSH has historically gone 10%-20% faster than Infosys INFY, and continues to do so - if we go by the guidance of the two companies for 2009. Until last year, its stock was trading at substantial premium to INFY. Since then, the differential collapsed. In the last two weeks,...
- External links 2009-06-02
- Hindustan Unilever: Interesting Times in Indian Market
- HLL Hindustan Unilever has decided to go for pricing to retain market share in soaps and oral care toothpastes. HLL made a very interesting comment - in times of low commodity prices, new small competitors come up. I guess smaller competitors don't need to invest as much in working capital...
- External links 2009-05-15
- Fast Moving Consumer Goods Stocks: Best Hedge Against Inflation
- Buying stocks with pricing power in a deflationary environment - especially when they are priced on deflationary EPS - might be the best hedge against an eventual return of inflation. Like a lot of people, I have been trying to figure out the inflation-deflation conundrum. On the one hand, the...
- External links 2009-04-19
- The Joke Called Indian Accounting Standards
- There is a old saying that goes as "You can fool some people all the time, and all people some of the time, but you cannot fool all the people all the time". Corporate India and Accountants, however, disagree with this truism. As FASB goes about suspending mark-to-market for illiquid...
- External links 2009-03-26
- Philip Morris Tanks 2009
- Philip Morris' PM 2009 EPS guidance of $2.85-$3.00 vs. $3.41 consensus. The most interesting thing is this - on an organic basis, EPS would grow 10%-14% from the $3.32 base of 2008. There is a $0.80 hit from currency, i.e. currency is hitting the bottomline by 25%. So, on the...
- External links 2009-02-05
- Bankruptcy Is Good for Satyam
- Some people were infuriated that I was suggesting a Satyam SAY bankruptcy a few days ago and had no concern for its 50K employees. A bankruptcy is different from liquidation - bankruptcy helps the assets of the firm operate under a new capital structure. It is one of the best...
- External links 2009-02-03
- Philip Morris: One Giant Currency Play
- There are only two stocks I own today, and Philip Morris PM is one of them. Unfortunately it has become one giant currency play of dollar versus all other currencies. The stock is listed in dollars. Against that, 45% of EBIT is in Euros (Even Trichet was forced to comment...
- External links 2009-02-02
- Selling Satyam: Here's How the Process Should Go
- Prof Verma suggests that the Indian government needs to step in within the next 24 hrs. I agree. I also have an idea on how the sale process should be. Satyam SAY is going to have huge legal liabilities going forward, and will be forced to fund costly litigation. It...
- External links 2009-01-08
- Inflation, Deflation and Commodity Prices: How Emerging Markets Matter
- Sometimes I really wonder why bulls on everything else are perma-bears on commodities and commodity stocks. That such high return ratios for commodity stocks cannot be justified. I don't think they realize that if commodity prices were to collapse, we will get outright deflation. The only thing holding the world...
- External links 2009-09-25
Additional Resources
- Gaurav Datt. Bargaining Power, Wages and Employment
- Gaurav Datt. Bargaining Power, Wages and Employment. New Delhi: Sage Publications, 1996. 224 pages. Hardbound. Indian Rs. 295.00. Agricultural labour households constitute about 30 percent of all rural households in India. The incidence of poverty among them is about 60 percent. So, Clearly, this is one of the most...
- Research articles 1997-03-22
- Embarq Corp. Q1 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Certainly. Operator instructions. And your first question comes from Gaurav Jaitly. Your line is open. Gaurav Jaitly - UBS Great, thanks. Good afternoon guys. I have a quick question on the expense side. You mentioned several puts and takes in the cost of services in SG&A line....
- Earnings calls 2008-04-29
- CenturyTel Q2 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you, sir. [Operator Instructions]. First question comes from Simon Flannery from Morgan Stanley. Pardon me sir. Your line is open. [Operator Instructions]. Our next question comes from Gaurav Jaitly from UBS Gaurav Jaitly - UBS It’s Gaurav Jaitly, UBS. Couple...
- Earnings calls 2007-08-02
- Atlantic Tele-Network Inc. Q4 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. Operator Instructions Our first question is from the line of Mr. Gaurav Jaitly. Please go ahead, sir. Gaurav Jaitly - UBS Great, thank you. Good morning guys. Justin Benincasa Good morning. Gaurav Jaitly - UBS Hey just a couple of questions on the Guyana business....
- Earnings calls 2008-03-03
- << Previous
- page 1 of 1
- Next >>
Premier Vendor Content Whitepapers, webcasts & resources from our Power Center Sponsors
