I think the BV of IDFC before Demeter was around 100. 60 on the books of IDFC post de merger and 40 on the books of IDFC bank ( 39.06) Idfc is...
Is this not owned by RIL now?
you are right in that they have voted on him by lowering pe multiples over time. let me put it this way : downside from sub 900 levels are minimal.
RIL has been a significant under performer for the longest time. The point is that there is a widening gap between stock market underperformance...
I agree that in the long run there may not be an impact; to the extent that market is not going to be caught unaware by the rate hike, the impact...
You have touched upon the crux of it - Industry level impact of jio entry. Phase 1 will lead to severe price and margin pressure ( RJIO effect as...
Thank you. Are you comfortable in stating that going forward, the government will not cap retail prices in their increasing effort to woo farmers...
You are absolutely right. No matter how long it has been lingering in the air, when it happens there will be at least a short term shock. Expect...
I would be interested to hear your views on the impact of political regulation and the royalties issue on this company and on the sector. Thank you.
They are a solid company, but it is best for those who want to buy into this stock to understand the dynamics of this whole defence play. For...
Reliance Industries Ltd is a classical case of the opportunity we ignore which is right in front of our eyes. Given its size, it is a share which...
I am adding to existing positions of Shilpa Medicare, granules, IDFC bank once it lists, Kitex Garments, Camlin Fine. Note of caution : one must...
This is a good factual article rich with historical perspective. Thanks so much for sharing this. Have been grappling with this over some time;...
Soros often talks about fallibility and reflexivity. Fallibility being the argument that in a system made of individual thinkers, a single...
Very very wise words indeed!
Kaveri is a tough one. Good stock facing some sector related issues like political regulation. If that is removed it will realise superb value....
If you buy IDFC bank systematically over the next three years, with a large part of the purchase front ended, you will make very decent money over...
The tempting thing for me is that this is a fundamentally rock solid company in a sector which has to grow. The earnings multiple are low due to...
Thank you Amit. That was useful. If there are royalty issues then the larger problem would be Monsanto can close the tap when they want and offer...
Dear Shakti, The only person who can guide us is ourselves. Every other input must be taken with a healthy pinch of critical reasoning. Only from...
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