I am still here. I have not left my blog (yet!). Readers have not bugged me enough that I need to run! I can give few excuses for not writing, but the fact is almost one month has passed without a post. Excuses cannot correct that. So let us say, I became lazy for a while.
During this period of laziness, I kept getting questions about my opinion on various companies. I continued my reading browsing, and among the long list, I came across three companies that caught my attention. Following are my thoughts. Before you go through them, please understand that these observations are for my objective (which does not include pump and dump).
AllCargo Global Logistics Limited (ALLCARGO): It is a logistics service provider dealing with multi-modal transport operations, which include less than container load and full container load cargos for exporters and importers. It owns container freight stations near major ports in India. It also has presence in Europe and is expanding in to airfreight business. Continue reading rest of this article…
Praj Industies (PRAJIND) provides turnkey plants and equipments for fermentation and distillation systems used in bio fuels processing (primarily ethanol related). It sells it products domestic Indian markets (about 70% market share), South East Asia (about 50% market share), and Europe (about 30% market share). It has been attempting to diversify in Brazilian and North American market but is still in very early investment/growth phase.
Graphite India Limited (GRAPHITE) is the largest manufacturer of graphite electrodes (90% of the revenue). It also provides impervious graphite equipments and GRP/ERP pipes and tanks (10% of revenue). It end customers, and applications are in metallurgical (ferrous & nonferrous), chemical and process, and aerospace industry.
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