Thanks Kiran..Have tried all that, but in vain. Anyway, need to make the best assessment out of whatever info is available!
Posts in category Value Pickr
MPS Ltd (10-11-2015)
Not sure if this is relevant, but in publishing context this is how i see MPS scaling up in publishing world..
Secondly in the long run if business is not scalable organically why would any large player want to acquire MPS? Ultimately for any PE/large cap.co growth is what matters..
Regards
Sreekanth
Hawkins Cooker : When it will move in line with TTK (09-11-2015)
is it a possibility that Hawkins is consciously trying to position itself as a premium kitchen appliances co sacrificing sales for higher npm and higher return ratios with a view to position itself attractively for a willing suitor who could be a global premium player in the same space ?
Page industries (09-11-2015)
good observation on over analysis..i like it ..its tougher to hold on to a stock trading much above your buy price than its to own a stock trading below or marginally above your buy price
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (09-11-2015)
The stock rose 18% in todays market ( the day after the Bihar results were announced ) with a quantum jump in volumes.
Price today : 580
Mcap today : 410 cr.
Thats a 33% return in one month since the thread was initiated
Disclosure : invested...now 19.5% of portfolio with this rise. Will trim position soon to rebalance portfolio
Page industries (09-11-2015)
I really think you people sometimes over analyze a stock. I never bought Page but have always envied people who own it.
Its a brilliant story. Look at the brand. Look at their stores. Look at their advertising. See the crowd in the shop. See lack of options for the discerning consumer. See the potential of swimwear and body shapers.
The way this company runs, I will be very surprised if its not doing well even 10 years from now. You can sell the stock in 10 seconds..but think about it...will you ever have the chance to own it again if it bounces up from your sell price. I think not.
Enjoy the ownership of this stock and relax !
Disclosure : not invested. wish i had. will definitely own it one day.
Indian terrain—play on consumption (09-11-2015)
Current investment of 59.07Cr is same in BS of March 2015 and Sep 2015.
What company is going to do with these amount. What is the purpose of rising more funds than required?
Page industries (09-11-2015)
I think it is getting ready to deliver better growth. EBITDA grew 35% yoy mainly due to 3%+ expansion in gross margins. It is ticking all the boxes by reducing debt, increasing dividends and increasing cash on the balance sheet. Don't know what caused massive drop in other income and increase in tax rate. Without these it was headed to 35% growth in Q2 EPS. It is too much to expect an elephant to run too fast that too in the rainy season. However, raw material benefits will keep EPS growth good enough for the next few quarters at least.
Dewan Housing Finance Limited (09-11-2015)
Hey team! There seems to be a clear divergence in terms of valuations of various HFCs. Despite consistent performance for almost a decade, DHFL struggles to trade at a book value relative to it's peers.
The issue clearly seems to be alleged promoter integrity problems. Let's address this HDIL issue head on.
What is the allegation exactly? That there is cross ownership, and that the HDIL promoters may want to use their stake in DHFL to influence decisions that enable them to siphon fund, Is that the issue? The shareholding pattern suggests no such thing don't know about benami though.
So if there is no cross ownership (since the 2012 parting of ways) Clearly the market cannot punish a company because the cousin of the promoter indulged in misdemeanors in a completely different company. This doesn't make sense. What am I missing?
Would really appreciate it if someone can educate me on the allegations against DHFL in particular not HDIL. I googled the issue and followed the story from 2009 to date, I don't see any thing that should raise concerns.
Moving on, on a side note.
A not so bright thing DHFL did recently was to move most of its offices from the HDIL building but still maintain a floor or two and call it headquarters. Why couldn't they just completely get out of the building and have no connection or association with HDIL is beyond me.
Avanti Feeds (09-11-2015)
Is year on year no growth in revenue any cause of worry?
q2fy15 - 532 cr
q2fy16 - 533 cr
Avanti has also shown decrease on cost of material consumed
q2fy15 - 429 cr
q2fy16 - 405 cr
which resulted in 29% YoY growth in Net Profit.
I tried to compare these number with only other listed feed company Waterbase but this does not look like industry trend
revenue
q2fy15 - 82 cr
q2fy16 - 99 cr
cost of material consumed
q2fy15 - 42 cr
q2fy16 - 48 cr
Any insights?