Going by that, the five year CAGR of EPS growth is 36%; the earnings multiple is 40. 40/36 comes to 1.11. But what is not clear to me is this :...
In these cases the PEG Ratio plays a key role, I suppose. If [P/E] / Growth in EPS is close to 1 it is optimally priced; if this ratio is less...
After it was mentioned that textiles is a good sector, someone was also kind enough to mention Kitex Garments. Since then I have studied their...
I would be careful in defining what constitutes an expensive share. Anyway, among the shares mentioned, I agree with Srouta on Camlin Fine...
Dear Ganesh, It might move a bit due to news flows around : 1. Sale of tower business 2. Merger with Russian telecom giant 3. Strategic...
Thank you Carl. Thank you Kharb.
My only observation is there are too many stocks in the portfolio. Of course, risk diversification is important; but there is also such a thing as...
Why commodities?
Kharb - Could you please share something on DCB ? I know Motilal Oswal is gung-ho about its prospects; but I don't have data on it. Anything you...
Sachin, politeness is non negotiable. Karb, you have not put a time frame on it.
Normally growth in financial services sector is a 3x growth of GDP growth. So sector level growth is not an issue. Profit level growth will be a...
Is there a large addressable profit pool? Yes. The Indian banking sector is poised to be the third largest banking system in the world over the...
I expect idfc bank to start quoting between inr 60 to inr 80.
Sachin : the book value of IDFC bank will be Inr 40. All holders of IDFC got allotted 1 share of IDFC bank yesterday. It's balance sheet size will...
Guys, stop it. This is a forum for exchanging constructive ideas in good spirit. Sachin, kindly participate in a constructive manner so people can...
First of all, my congratulations on your 10 bagger. Always good to have one in the portfolio. The IDFC bank team is a truly outstanding one. But...
My guess is markets will ascribe a premium to IDFC bank. But again, it is just a guess. I might be careful with Yes Bank. Growing fast, yes; but...
IDFC bank is for the patient investor. It has all the elements to be an iconic wealth creator story. The management is world class. They know how...
Thank you. Clearly it was all done with no apparent malafide intent, if it was absorbed into Granules India. Thank you for clearing up this...
With respect to granules India; based on a Wikipedia search I found out that it was incorporated in 1984 as Triton Laboratories. Subsequently,...
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