20% UC locked with heavy volumes. Any update on the order front?
Posts in category Value Pickr
Havells for investment post the Sylvania stake sale announcement? (15-12-2015)
Hi Aditya!
I cannot put an exact figure to the ROIC, but the ROE of the Standalone company has consistently been around 20% through 2009-2015. This is despite the fact that Cables, which is the largest percentage of its sales(~41%) is directly related to the Economy, which hasn't been in the best of shape over the same period. Furthermore, with the thrust of the Government on using LED lighting, I feel there could be a substantial improvement in this segment also.
The ROE figures of Havells in the period of 2005-2008 used to be well above 30%. Admittedly, it is a much bigger company now. But could it go back to those levels again? If it does PE re-rating could very well take place on a growing earnings base.
Companies affected by Chennai Flood? (15-12-2015)
Force Motors has only one plant for BMW in Chennai. Overall impact on company will be limited.
Is there any good on-line library to borrow books related to investing (15-12-2015)
i dont know if you are aware of this nice post @safalniveshak
http://www.safalniveshak.com/2-year-course-in-smart-independent-investing/
Strides_Arcolab (15-12-2015)
As far as I understand, Strides had taken a hair cut on these outstanding from Mylan mostly on these FDA observations so they would have to take confrontation route to recover anything from Strides.
Companies affected by Chennai Flood? (15-12-2015)
Strides arcolab also got affected.
Force motors...I do not know how much BMW and Merc contributing to their topline..
Is there any good on-line library to borrow books related to investing (15-12-2015)
girish can you please share name of some good reads
Strides_Arcolab (15-12-2015)
Not sure how after a Sale this issues are dealt with