Equity ideas

BALMER LAWRIE LIMITED

Balmer Lawrie is a market leader in Steel Barrels, Industrial Greases & Specialty Lubricants, Corporate Travel and Logistics Services. It also has significant presence in most other businesses, it operates, viz, Leather Chemicals, Logistics Infrastructure etc. In its 151 years of existence, Balmer Lawrie has been successfully responding to the demands of an ever changing environment, leveraging every change as an opportunity to innovate and emerge a leader in industry.It availabe only at 12-13 PE , high dividend payout ratio and huge cash in company .

East india hotels EIH

This company belongs to oberoi group of hotels a big brand in indian hotel industries. In this company 19% hold by reliance industries and 14 % hold by ITC.
In india people traveling habit increasing so bright future for this company. Reliance bougt around 14% stake in year 2010 at almost today price.

DO YOU KNOW

RCF have huge land bank at Chembur mumbai, its around 800 acre. If it materialise multiple time value creat

MUNJAL AUTO

A good auto ancillary company , fantastic quarterly result
low market cap ( only 525 cr . ) just half of sales , looks
very good

Jaybharat maruti

Do you know that top automobile company maruti is trading on around 35 PE but maruti subsidiary jaybharat maruti is trading at only 7 PE . And only at 3.5 PE on cash eps.