As regards the media valuation this has shown consistency can some body high light about the scalability of the media segment of Sandesh because it seems the regional vernacular media is poised for a better growth than the English media
There was a big land deal between Sandesh real estate division and Shivalik construction for the prime property in sp ring road any info please
Thirdly anybody from Ahmedabad can please post the stage occupancy level of applewood township
My doubt is the real estate division has started showing growth in this qtr whether it will shown sustainable growth
There outdoor advereṭing model growth with this in mind my question is does it still look cheap at present M.cap because in this sector this is the only company with nil debt and opm of above 35% and huge investment in reality and still quoting less than 6 EVEBITA
Any seniors pl throw some light

Floods have affected Chennai, Kanchipuram (more rains than Chennai), Thiruvallur, Nagapattinam and Cuddalore districts in Tamilnadu and also in Pondicherry/Karaikal. North East monsoon season is not yet done with and maybe other districts are affected. For example, I've read reports that in cauvery delta (Tiruchi and Thanjavur Disctricts) samba paddy cultivation areas are inundated.

It remains to be seen if floods this will seriously affect Repco's business. In medium-long term I think this would be a non event. Anyway we need to wait for the quaterly results to gauge any hit in the earnings of finance companies. Auto companies who have manufacturing base in Chennai are the ones who are affected and will post lower earnings for sure. Eicher Motors have already announced that they have lost production of 11,200 motorcycles and still as of today running in 50% capacity only.

Sundaram Finance who is a dominant lender (they also have a HFC arm) in Tamilnadu has taken a hit in the markets. They have announced special 8.5% loans for flood affect home renovations upto 10 lac. This is from the NHB's 6.5% refinancing package. So there might be opportunity like this to gain market share or earn goodwill & trust.

Disc: Invested in Eicher Motors only from the businesses discussed.

Long Term Capital Gains tax exemption will apply as STT would have been paid at the time of sale. Some CA friends can confirm this.

I believe the main question currently is the visibility for FY 17, knowing that FY16 earnings can be considered given. Do we have more pointers from the field what are we really looking at? Any more data points available?

PS- Management Interview from Chand: http://www.moneycontrol.com/news/business/poor-rains-low-acreage-to-weighcotton-seed-vol-kaveri_4231621.html