Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Three Micro Caps – India

with 5 comments

Orient Beverages: Bought and Sold in 2014. Interestingly Bisleri is coming out of non-compete clause with Coca Cola and will also introduce energy drinks. Orient distributes Bisleri Products in the eastern region of India.

United Nilgiri Tea Estates: Part of Amalgamations group. A direct play on organic tea. 60-70% output is exported hence strong dollar is beneficial. 

Dhanvantri Jeevan Rekha: Management owns only 24% of company, dividend is sporadic but as per AR expansion is in progress. A hospital with good cash flows and multiple specialities.

Disclosure: Invested

Written by amitdipsite

January 19, 2016 at 8:51 am

Posted in Uncategorized

5 Responses

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  1. bse code for : United Nilgiri Tea Estates


    January 21, 2016 at 10:25 am

  2. Not listed on BSE India, it is listed on NSE India.

    NSE Codes:-
    Symbol: UNITEDTEA
    ISIN: INE458F01011

    Amit Arora

    January 21, 2016 at 7:53 pm

  3. Hi

    Dhanvantri Jeevan Rekha is a surely a nano cap idea

    By the way any details about the present number of beds and future expansion no. Of beds?


    Zainul Abid T P

    January 22, 2016 at 12:15 pm

  4. Hi Amit any view on shareholding pattern of Dhan Jeevan – promoter holding is down to 12%. Is it a professionally run hospital without promoter interference?


    January 23, 2016 at 9:25 am

  5. Hi Amit,

    The stock is at 23 PE, do you think it is still inexpensive at this price. I am not able to clearly see what warrants the re-rating of this stock. Can you please point me in the right direction.


    Eternal Seeker

    February 11, 2016 at 3:27 pm

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