Ranvir sir, the disclosure of your portfolio is crystal clear. I do hope all our members follow the same in the interest of novice members.
Posts in category Value Pickr
Varun 2020 portfolio – 2 strategies (20-09-2015)
varrun jain sir,your presentation is clean and crystal clear. I do expect all members to follow the siut.
Thomas Cook India-Will it move like Warren Buffet Stock (20-09-2015)
hello guys , does anyone had worked /information on thomas cook SOTP VALUE ?? ...... it seems major reveune is from quess corporation followed by travelling business ..... sterling still to show some remarkable performance ....
as per mgmt , kuoni seems a reasonable buy
disclosure - have a position
Orbit exports (20-09-2015)
united arab emirates trading comanies are basically front companies .....need to see that is company expanding it's foot print in middle east region ..then only it is logical .. otherwise it is book dressing of some nature
disclosure - have a small position
Sintex – Improving Sales & Profitability (20-09-2015)
The total amount raised as FCCB was $140 million. At the end of FY2015, they had cleared $116mn.
The paid up equity share capital of the Company as on July 15, 2015 stands increased from Rs. 44,59,23,717/- to Rs. 44,65,50,721/- divided into 44,65,50,721 Equity shares of Re. 1/- each. The FY2015 year-end number of outstanding shares were 42,63,61,194.
Hitesh portfolio (20-09-2015)
gruh looks range bound. It seems it needs to cross congestion zone of 270-275 to resume its uptrend. But it seems ot have established good support base between 220-240 levels.
GRUH Finance – mini HDFC (20-09-2015)
I think it too early to comment on it.
How to find if Tax is paid by company properly or not (20-09-2015)
@karu_lamborghi_ thank you for the advise.
Can you name few of these commercial softwares which can be used for screening purposes please....
Chembond Chemicals- A Perfect Misvalued Bet (20-09-2015)
Company has earned rs 117.5 cr from the sale of 49% in HCSTL. Can we expect some big dividends.
Cupid Ltd – Helping the world play safe! (20-09-2015)
Investors who are attending Cupid AGM, please see if you can ask the following questions:
1) Can you please let us know what are the different channels of revenue and also please break up the sale percentage between them
(like Govt orders, Exports to clients, Contract manufacturing & Brand selling from online / distributors) ? And which of the following segment you think will
grow fast in future ?
2) Can you please let us know the margins of Male Condoms and Female Condoms ?
3) What is the percentage of sales going into R&D activities ?
4) As our capacities are very much under utilized (which is in a way good for us in terms of future minimal Capex requirement perspective), 37% utilization of
male condoms & 67% utilization of female condoms. When do you expect the utilization of reach a optimal levels of around 60% to 70% in male categories and
how much it will cost (Time & money) to convert any male facility into female facility if needed, based on the demand ?
5) How is the response from e-commerce sales ?
6) Regarding the new product Lubricant jelly: Has the product launch happened already ?
What is the growth prospects you are looking at your new product Lubricant jelly ?
Is it a B2C product or supplied to clients (B2B) ? And what are the margins expected from this new product ?
7) In your website you mentioned ther is a possibility of adding new products like sanitary napkins, Adult & Baby Diapers into the market by the Cupid brand.
But as this market segment is already dominated by the big players like Procter and Gamble, Whisper, Johnson & Johnson etc and do you think we can make a
difference among those well established players, without burning much of the cash ?
8) Is the company open for a strategic buyout by some other big pharma player in industry. If any such offer comes, are you willing to move forward ?
9) There is an grape wine that, Cupid is planning for a JV with Piramal enterprises. Can you please comment on the same ? Or do you have any JV plans in future ?
Best Regards.