NSE: SWSOLAR CMP: 319 SL: 280 TARGET: 400 & 490 RISK: 12% - REWARD: 24% & 52% The promoters of the Company are Shapoorji Pallonji and Company Pvt Ltd and Khurshed Yazdi Daruvala. SW Solar is engaged in providing Solar engineering, procurement & construction (EPC) solutions. The company according to IHS Markit is the world's largest Solar EPC Solution Provider with presence in almost 30 countries. For FY 2019 company had revenues of 8240 crores, with net profit of 639 crores. The stock currently trades at a Market Cap of 5100 crores (Mcap/Sales of 0.61) and P/E of 8x. Ster ..read more

Dear Readers, I have been writing this blog since 2014. Have shared a lot of stocks, Many turned out to be huge multibaggers while many turned out to be duds. This blog has largely been focused on Value Investing but since 2018 we haven't had a lot of value emerge in stocks hence the blog has stayed muted. Since a lot of value is not on the table I feel its a good time to start updating the blog with some quality techno-funda ideas and broader market views. So to sum it up, The Ace Investor is back and now we are being slightly more adaptive by using a mix of both Technicals & Fundamenta ..read more

PARAG MILK FOODS LTD CMP: 270 (ACE Equities clients at 250) Market Cap: 2200 crores Book Value: 98 52 Week High/Low: 344.70/197 FY19: Sales 2396 crores, Net Profit 121 Crores, EPS 14.36. Mcap/Sales: 0.91X, P/E 18.80. Promoter Holding: 45.97%. Parag Milk is one of the very prominent dairy players in India, Parag is slightly better on the margin side compared to its peers because of great focus on value added dairy products such as Cheese. Parag owns brands such as: Gowardhan (ghee milk paneer), GO (cheese, yogurt, value added products), PRIDE OF COWS (superior quality milk wit ..read more

TRENDSThere has been a lot of talk on the street about an economic slow down in India, the key indicators being taken as a proof for the same are sluggish auto sales trend and a few fmcg majors like HUL (Unilever Plc) moderating their growth forecasts for the Indian market.I feel, this is not an economic slow down but a major economic shift that India is going through. The high young population percentage of India means a lot of decision making and disposable income coming into the hands of millennial and if we have to think or talk about the future we need to get an inside scoop of the mille ..read more

VARUN BEVERAGES LTD CMP: 900 (ACE Equities clients at 840) Market Cap: 16100 crores Book Value: 110 52 Week High/Low: 954/654 FY18: Sales 5105 crores, Net Profit 293 Crores, EPS 16.03. Mcap/Sales: 3.16, P/E 56. Promoter Holding: 73.56%. VBL is India's bottling partner (contract manufacturer) for PepsiCo. With recent development in Feb 2019, States of Gujarat, Maharashtra, Karnataka, Kerala, Tamil Nadu, AP, Telangana too are now in Varun's fold as the leading Pepsi bottler. Apart from India, Varun is also Pepsi's partner for countries like: Nepal, Sri Lanka, Zambia, Zimbabw ..read more