Posts in category Value Pickr
Sarla Performance Fibres – Another Interesting Textile Story in Making? (17-12-2015)
Spenta International (17-12-2015)
In which parameter this is better than "Virat Industries", please let us know.
Ranvir’s Portfolio (17-12-2015)
@Tolaha.....yes u t right...they have a regional brand...Tata Kapi. They also have regional brands like...Mr Bean and Coorg Coffee. All of them in South India.
However the criticism is they have not taken any coffee brand pan India.
If TGBL can be bold enough to acquire Tetley, what was stoping them from launching a pan India Coffee Brand???
But they have now taken the plunge. It is a very good move. Indeed.
Ranvir’s Portfolio (17-12-2015)
@Tolaha.....yes u t right...they have a regional brand...Tata Kapi. They also have regional brands like...Mr Bean and Coorg Coffee. All of them in South India.
However the criticism is they have not taken any coffee brand pan India.
If TGBL can be bold enough to acquire Tetley, what was stoping them from launching a pan India Coffee Brand???
But they have now taken the plunge. It is a very good move. Indeed.
Spenta International (17-12-2015)
Not able to find Spenta Buyers' list anywhere. Important to know which market/brands they are catering to...before taking a call
Forensics and the art of triangulation (17-12-2015)
Great insights @diffsoft. Is there any way to access this article without paying for subscription.
Thanks
UFlex Ltd – Short term opportunity? (17-12-2015)
Disclosures
1) Do not own any shares, just added to my watchlist
2) I'm a retail investor with no professional qualification in analysing stocks.
Company
Established about 30 years ago by first generation enterpreuners.
UFlex Ltd. is engaged in manufacturing, supplying and exporting plastics and plastic films.
The company manufactures polyester chips, plastic films, coated film, laminates, pouches, holographic films gravure cylinders, inks and adhesives to all types of packaging and printing machines.
UFlex operates its business through the following divisions: Film, Engineering, Holography, Converting, Cylinder and Chemical
Key Statistics
Why am I interested?
I found this company on screener.in when I was screening for undervalued companies based on PE and a few other metrics.
Screener Link: http://www.screener.in/company/UFLEX
Low PE is the ONLY reason I'm interested in this stock. Its PE is below 7 and also well below its comparable peers, and so I see it as an opportunity for some good medium term gains. Invite views from others. Thanks
IL& FS Transportation Network – Biggest BOT player in india in terms of Lane KM (17-12-2015)
A group of foreign businesses are in talks with the operator of a US$2-billion expressway recently opened to traffic in the north to buy its operating rights, media reports said Tuesday.
VIDIFI, which built and operates the Hanoi - Hai Phong expressway, expects to finish the unprecedented negotiations by the end of the first quarter next year, news website Bao Dau Tu quoted a company representative as saying.
They plan to establish a joint-venture to operate the highway, according to the website. VIDIFI, a joint-venture between state construction firm Vinaconex and some local banks, will retain a 30 percent stake and the foreign investors, led by India-owned IL&FS Transportation Networks Limited, will buy the rest.