Sir/Madam, I am a long time registered member of the forum. I have tried to comment on the latest Article ROK SAKE TOH ROK LO. However, my...
VISAKA INDUSTRIES - GREAT FUTURE : - Any body seriously interested in investment should spare some time and listen to the interview of Mr. Vepa...
VISAKA INDUSTRIES - CMP - 602 : Additional details. Engaged in manufacture of Asbestos roofing ( 90% of sales in rural area) and interior...
VISAKA INDUSTRIES LTD. - CMP 590 : My Second Portfolio holding. Quarterly results for June 2018 are fabulous. Quarterly EPS of 19. Full year EPS...
@Sreekanth Reddy And @Mr. Joshi : The allotment of shares by Quess to shareholders of TC is a long drawn process. It may take upto 9 months to a...
INVITATION FOR CONSTRUCTING A FORUM PORTFOLIO : I have always believed that more money is being made by the “market gurus” in recent past purely...
HDFC SECURITY in it's report dated 28/05/18 has arrived at a sum of parts valuation of TC ex-Quess of RS. 125 - lower end of figure quoted by me....
Thomas Cook : One very positive factor TC is also one of the few midcap shares which has not lost anything in the midcap-small cap mayhem in the...
THOMAS COOK(TC) - RESTRUCTURING SCHEME RELATED TO QUESS CORPORATION(QC) : The scheme has since been announced. One gets 18.89 shares of QC for 100...
THOMAS COOK(TC) - RESTRUCTURING SCHEME RELATED TO QUESS CORPORATION(QC) ****** If an investor buys 100 shares of TC at CMP of Rs. 280/- , he pays...
I know about no hidden triggers which should result in re-rating. I like its valuation in an era where PEs of 40, 50, even 70 , 80 are being...
To be honest, I don’t know whether the sugar shares are near their peak or not. Although the general theme accepted as gospel truth in the market...
I have’nt checked DCM Shriram. I saw Avadh. Liked it and put my view to the notice of the boarders.
HAVE A LOOK AT AVADH SUGAR ::::::: The co. had EPS of Rs. 84 for Half Year ended 30.09.17. Expected to do EPS of Rs. 175-180 for FY 2018....
TC had only 65% holding. Balance 11% was with Mr. Isaac. Assuming Quess continues the HY trend, its NP would be ~350 crs with TC share in it...
Could not find anything substantial in the P&L account on this account. So can't really comment on that part. However, don't understand the...
WHY THOMAS COOK IS A GREAT BUY Thomas Cook(TC) yesterday sold 15% of its holding in Quess Corporation(QC) and realized Rs. 651 crores. The...
I am bit surprised at this comment. The whole argument about investment in Thomas Cook (TC) is it’s mouth watering valuation after adjusting for...
If one is looking for something for a long term with major improvement in fundamentals with every passing day, I believe this is the stock. Go...
I had earlier written about Thomas Cook when it was around 200/- . The share went to Rs. ~250 and is back at Rs. 223/-. I think it is an absolute...
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