Alstom is on a strong growh path
Demand for power equipment is booming and, along with ABB and Siemens, Alstom - the third global major in this area - is doing extremely well. Alstom has supplied more than 25% of the world’s installed power generation capacity and has 18% market share of rail transportation. In India, Alstom Projects India Ltd. (APIL) has three major divisions - power...
The trend is still up. But we are entering a struggle zone
As everyone was expecting, including us, we did touch fresh life-time highs and are now poised to go up another 300-500 points on the Sensex. The market continues to climb the walls of scepticism which is expressed in observations like: “the market is at historic highs”, “earnings growth will slow down” and “valuations are too high on...
Is Asian Electronics on to a goldmine?
We have discussed this company in the past and it has come up again on our three-month rolling returns screen. Asian Electronics Ltd. (AEL), is into design, manufacturing and marketing of energy-efficient products. It offers efficient and high-quality luminaries for applications in the domestic, corporate, industrial, floodlighting, landscaping areas...
