They have projected 15% QoQ growth not YoY. That's my understanding from the interview 
May be that's what is driving the price ?
Disc: No holding.
Posts in category Value Pickr
Kellton Tech AGM? (18-12-2015)
Portfolio check up (18-12-2015)
I am expecting 18 to 24% CAGR. My investment horizon is long term of 10 years+. Granules was bought at 85 and Repco at 220. Rest all about 6 months back at approximately current price.
Which HCV/LCV companies to benefit on banning 15 yr old trucks (18-12-2015)
http://www.dnaindia.com/money/report-india-to-ban-old-trucks-as-cities-choke-on-dirty-air-2151601
Tata Motor (PE : 16)
Force Motor (PE: 30)
Ashoke Leyland (PE: 35)
Eicher Motor (PE: 52)(Let's try to analyze Eicher's 2-weeler business out of the equation)
Going by the average PEs Tata Motor definitely looks a buy, but having said that I see very few new tata motor trucks around . Almost all new trucks I see in my locality are of Eicher or Ashoke Leyland.
With Eicher there are quite a few issues around like Chennai Flood, NGT order ban of diesel vehicles, lower waiting time for their motorcycles etc.
Concern with Ashoke Leyland is they already had a big run up and may correct if they aren't able to match their 2015 performance.
Kellton Tech AGM? (18-12-2015)
This is trading @80-90x FY16 while the promoter seems to be acquiring companies left, right and centre. They have projected only 15% organic growth so acquisitions should continue to justify these valuations. I am still not very convinced about Kellton's overall strategy. Could anyone explain what causes cost of material as negative? All ISMAC players are trading at astronomical valuations attracting circuit filters. It would be great if someone can share AGM notes.
US based NRI’s – How do you guys invest in equity now? (18-12-2015)
https://www.valueresearchonline.com/story/h2_storyView.asp?str=29684
Documentation required for US NRIs
To invest on a repatriable basis, the NRI investor must have an NRE or FCNR Bank Account in India
Some AMCs like UTI Mutual Fund now accepts investments from US citizens (NRIs). What is the documentation required? And from which account they accept the funds? NRO or NRE?
You must check with the mutual fund. Typically, individual investors should produce their Proof of identity (Photo PAN card copy or PAN card copy) and Proof of Address (any valid documents listed in section B of the KYC Application Form for Individuals). Apart from the certified true copy of the passport, an NRI investor should also provide a certified true copy of the overseas address and permanent address will also be required. If any of the documents (including attestations/certifications) towards proof of identity or address is in a foreign language, they have to be translated to English for submission. The documents can be attested, by the Consulate office or overseas branches of scheduled commercial banks registered in India.To invest on a repatriable basis, the NRI investor must have an NRE or FCNR Bank Account in India.
Pix transmissions – low profile microcap company (18-12-2015)
There is no margin of safety in the investment. The stock is already trading at PE ratio of 51.
Keerthi Industries (18-12-2015)
Can u please tell about cement capacity of Keerthi Ind ?
Portfolio check up (18-12-2015)
Would help if you share whats your expected returns every year, your risk profile, your buy price and how many years you can hold these stocks.
Spenta International (18-12-2015)
Hi,
Here is the comparison between the 2 players.
In comparison between the two clearly Virat Industries is having upper hand.
All the parameters such as Profit Margins or ROE ratios, Debt front, Dividend history Virat industries reports better figures. But In my opinion both are fully priced in at current market price.
Recently both gave nearly 100% returns because of following reason.
Spenta got attention by aceinvestortrader blogger where as Virat got fame by smallcapvaluefind blogger.
References:
Virat : http://www.screener.in/company/530521/
Spenta : http://www.screener.in/company/526161/
Disclosure: I don't hold any investment in these scrips, i am a safety investor i will never buy stocks of 25+ PE multiples generally.
Introduction & Portfolio (17-12-2015)
Hi Intelligent Investors !
I have recently started investing in stocks. I prefer value investing- try to buy good companies below Intrinsic value. I do comparative valuation, DCF & EVA sometimes Not always accurate but manage to reach some number in excel. I am thrilled to be part of this group with so many active, vibrant yet sincere minds. I hope to catch up fast on better investing skills.
Below is my portfolio for your reference. Would be great to have feedback, advice & suggestions on quality, duration & risk factors.
