Vidya Bala
Vidya is Co-founder and CIO at PrimeInvestor.in PMS.
A CA, Vidya brings 25 years of experience in investment research and financial journalism. At FundsIndia, as Head of Research, she
managed research and advisory for 3.5 lakh customers. At PrimeInvestor, she built the research platform that served 65,000 subscribers and now leads all investment decisions as CIO. She manages the Prime Synergy strategy and chairs the investment research committee.
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5 thoughts on “Prime Stock Recommendation: A unique capital goods play”
Very articulate Vidya. Prime Investor must publish such detailed report for all its recommendations.
As per my experience, wealth is created by accumulating good stocks over a long period and more so when the Company is facing short term challenges. For this one needs conviction.
As they say ‘ You can buy stocks but not conviction’. And conviction is built over a period of time. For that I would expect Prime Investor to publish at least half yearly updates on its recommendations.
Hello Sir – your point is well taken. thanks, Vidya
Is it possible that 20% growth in earnings for two years straight is baked in to the current price?
Also in comparison with ABB, it is possible for ABB’s multiple to contract rather than Honeywell’s multiple to expand?
Please guide.
yes to both, in our view 🙂 Vidya
Hi Divya – Very good analysis and its a tough business to understand from a digitization stand point since the goal HAIL is trying to achieve is Industrial Automation. Country like India on developing nations category and upheaval of Mass Mid Segments and this is being Supported by another subsidiary companies like Honeywell Technology Solutions Ind Pvt Ltd which provides the engineering and digital solutions. Honeywell Connected Enterprise is a Strategic Business Unit inside Honeywell Technology Solutions which leverages the latest technologies like IoT and AI. Honeywell Forge is an in House developed Enterprise Performance Management Software as a service (SaaS) built on cloud with data driven architecture helps organizations optimize operational efficiency, save money, and identify opportunities to adopt more sustainable practices with actionable insights
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