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Expert Views
Malabar Group of Companies. Helpful 2. I applied through an employee referral. The process took 1 day. I applied online. The process took a week. I have attended an interview investmente Dubai for the post of Senior Sales Executive, the process start with the tele interview, then the written one followed with face to face interview.
Malabar Investments Valuation and Funding
Never miss a great news story! Get instant notifications from Economic Times Allow Not now. Betting on three themes to invest in the long run: Sumeet Nagar, Malabar Investments. Three compounders to look for before investing: Sumeet Nagar, Malabar Investments. Great opportunities in market for long-term investors: Sumeet Nagar, Malabar Investments. All rights reserved.
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Never miss a great news story! Get instant notifications from Economic Times Allow Not. As bottom-up investors, we look for best players in each field: Sumeet Nagar, Malabar Investments. Betting on three themes to invest in the long run: Sumeet Nagar, Malabar Investments.
Three compounders to look for before investing: Sumeet Nagar, Malabar Investments. All rights reserved. For reprint rights: Times Syndication Service. Choose your reason below and click on the Report button. This will malabar investments interviews our moderators to take action. Get instant notifications from Economic Times Allow Not now You can switch off notifications anytime using browser settings. ET View.
Poke Me. ET Commentary. ET Editorial. Speaking Tree. ET Citings. Opinion Poll. More Vedanta QnA. Page Industries. Precious Metal. Market Watch. Pinterest Reddit. Excerpts: ET Now: Four central bank actions have happened and all of them have been mostly positive.
Do you reckon there are good times ahead for the next odd months for India? Sumeet Nagar: From a long term perspective, there are tremendous opportunities in the market. The economy will grow. There are select companies that will do good. Hence, it is great time to be invested in. Having said that, the market valuations since the last one and a half years have been on the higher. A lot of expectations have been built in and earnings unfortunately have not kept pace with those expectations.
The markets will pick up when earnings pick up and so far we have not seen that happen. Do you think the worst is behind us for the next 18 months? Sumeet Nagar: When it comes to global factors, the worst can always happen and the markets can take a beating as a consequence. Having said that, the long-term prospects for India look good, So whenever corrections happen, it’ll offer a great buying opportunity. ET Now: When you look at a stock, you never look at the macro but always at the fundamental stocks.
But for a long-term investor, it also important to not lose sight of valuations. Some of the groups you like — consumer staples, durables, select auto ancillary — expensive. What is the underlying thought here? Sumeet Nagar: The underlying thought process is that you are buying businesses that can compound well over a long period of time.
Valuation — to an extent — is not under your control, so at times it will be low, and at other times it will be high. As a matured long-term investor, you need to take advantage of. When things get beaten down, you like these businesses, you add to them, and when it becomes too expensive, you either hold on to them or eventually trim. ET Now: Give an example of a stock which when bought, had rich valuations.
It was expensive on traditional parameters when you bought it but you still took a deep dive? Sumeet Nagar: La Opala is a great business that we like. It is a long-term secular story. We invested in this company, initially when we invested in it, it was very cheap. We kept adding to it. It has been the fastest growing consumer company by profit in India for last five years.
ET Now: They still derive a lot of business from exports. Is that true? Sumeet Nagar: A bulk of their business is domestic. Even their exports are all branded exports.
But at times it will get expensive like it has in the last three months. So in that environment, you can trim a bit and you find an opportunity where you add.
Motherson is a great example. It is a great company run by a wonderful management team and it has been expensive for a while, but it got beaten down because of its association with Volkswagen.
It is a great compounding story. They will keep compounding — you just need to find the times when you can invest in them and get good returns. ET Now: Considering the weakness that is still playing out, what else is looking interesting right now? Sumeet Nagar: Mayur Uniquoters is a name we have invested for many years. It is a wonderful business and many people don’t know. But from tothe stock is up more than x.
It has got a great dividend. So why is the stock not going anywhere in the last one year? Why is it stuck between to ? Sumeet Nagar: It is because the prices will never go up in a straight line.
They will keep growing their earnings and market price will go along with. So when you find periods when the price does not go anywhere, that is a great time to keep adding. ET Now: Auto components is a story that has taken a bit of a back seat. Some of the mid-sized export oriented themes are shaping up. Textiles is also a great story. Anything that has corrected a bit which you believe is a great story, actually may not be malabar investments interviews stock call but a sectoral.
What do you think? Sumeet Nagar: We generally stay away from these exports commodity based businesses. We think that these type of players always find challenges in the form of either the raw material prices. If you look at globally, unless you choose something which is unique, you do not create wealth long-term. Read more on Malabar Investments. Sumeet Nagar. Indian stock markets. Follow us on. Download et app. Become a member.
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Interviews at Malabar Group of Companies
They are expensive if you just look at trailing numbers but if you see the level of growth and scalability, these companies can easily become 10 times, intervjews times, 20 times the size of where they are today. Sumeet Nagar thinks there are good long-term opportunities in IT and pharma stocks. They invested in a company that makes both luggage and backpacks. Prior to starting Malabar investnentsNagar was a consultant at McKinsey. It is very interesting. Download et app. Typically, when inveshments placements happen, anchor investors tend to sell out after their lock-in period. You’re right because your facts are nivestments and your reasoning is right — that’s the only thing that makes you right. Skip to content. What he said is that the most valuable real space in this world is actually on maabar phone. It is a fantastic business and a fantastic company if you think about the world today and the way things are evolving. You can be a malabar investments interviews business but you can never scale it up to become times. As he was coming in from the US, there was also some readjustment back to doing business in India. Never miss a great news story! During the rising tide of declining interest rates, many of the NBFCs did very. It is this process that has enabled Hidden Treasure to beat the benchmark index by nearly three times subscription required since inception in February I have included some highlights from the conversation below mostly paraphrased, any mistakes are my own :.
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