From Graham to Buffet and Beyond

From Graham To Buffet And Beyond- Calculating Reproduction Cost Of A Company

This article is an excerpt from the well-known book ‘From Graham to Buffett and Beyond’. The 4th Chapter of the book explains in detail how can we calculate the Reproduction cost (i.e. Replacement cost) of a company, i.e. the cost for setting up a new similar company. The following is a summary of the same.
Cold Chain Logistics India

India's Cold Chain Logistics - The Sunrise Sector ?

The Indian cold chain involves transportation of temperature-sensitive products. It is a supply chain which takes place through thermal and refrigerated packaging methods to protect the integrity of the products in shipments. The cold chain sector is a combination of surface storage and refrigerated transport. Indian cold chain is still at a nascent stage. Although, there is large production of perishables but still the cold chain potential remains untapped due to multiple reasons like high share of single commodity cold storage.

Overview - How The Shipping Industry Works & Key Catalysts

The international shipping industry is responsible for the carriage of around 90% of world trade. Without shipping, intercontinental trade, the bulk transport of raw materials, and the import/export of affordable food and manufactured goods would simply not be possible. Seaborne trade continues to expand, bringing benefits for consumers across the world through competitive freight costs.

Coal India - Can It Step Up The Production & Plug The Hole In India's Import Bill ?

Coal India is the largest coal manufacturer in the world with total production of 567 MT in FY2018. Coal India produces 84% of the coal produced in India with a market share of 60% to 65%. The estimated geological resource of India coal stood at ~315 Billion tons as of 1st April 2017. Coal India has total coal reserves of ~88.4 Billion tons (68.6 BT resources + 19.8 BT reserves) as of 1st April 2013. Coal India operates 369 mines via 8 coal producing subsidiaries.
Sanjeev Sanyal

Building a Rule-based Economy For 2019 & Beyond. Expect Major Overhaul If Present Government Comes Back To Power - Sanjeev Sanyal

By early 1990s, it was high time to open up the economy. In the regime of Prime Minister Narsimha Rao and Manmohan Singh, the Indian economy started to open up and was amongst the fast growing countries. It was after hundreds of years that India’s share in Global economy started to rise!

Why Coal Reforms Are So Important For The Indian Economy ?

The coal mining and coal-fired thermal power generation sectors are two of the core industries and together contribute ~10% to India’s Index of Industrial Production (IIP), affirming their importance to the economy. Further, India’s logistics industry, sponge iron industry, aluminium industry among several others, as on date, depend on India’s domestic coal industry.
Indian Power Sector

Indian Power Sector- Revival On Cards In 2019 ?

With the onset of election season in the current year plus the commitment of the government to provide electricity 24/7 to every household and the power demand rising by 6% every year, we have very few CAPEX announcements, and when all this is happening, we have over 40,000 MW of stressed power capacities either without PPAs or FSAs from coal India and also capacity without linkages to Natural gas.
Featured Image

Understanding The Indian Paper Industry : Valuations At Historical Highs

The Indian paper industry turnover is estimated to be ~Rs 50,000 crores. India accounts for ~3% of the world’s total paper production. Paper industry in India provides direct employment ~5 lakh people and ~15 lakh people indirectly.
Shale Oil

Overview Of Global Shale Oil Developments

Deposits of shale oil / gas are found around the world. US is making the most of Shale gas as they have lots of inhabited land. However, looking at success in US lots of other countries have started to explore their shale reserves. Currently China has the largest Shale reserves followed by Argentina, Algeria and United States