its like one minister saying, he is more corrupt than me 
Posts in category Value Pickr
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (08-12-2015)
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (08-12-2015)
how is your portfolio management strategy subash.. earlier i believe it was a concntrated one with a long tail..
how has it evolved to now ?
Canfin homes ltd (07-12-2015)
Where can i find notes about investor meet with "Kotak Securities Ltd." and "Creador Advisors India Pvt. Ltd." ? I could not find on canfin site or researchbytes.
Thanks,
Milind
Vinati Organics (07-12-2015)
From the latest SEBI Prohibition of Insider trading guidelines 2015
"The trading plan once approved shall be irrevocable and the insider shall mandatorily
have to implement the plan, without being entitled to either deviate from it or to execute any
trade in the securities outside the scope of the trading plan"
See Pg. 12 of the attached guidelines:
http://www.sebi.gov.in/cms/sebi_data/attachdocs/1421319519608.pdf
Renaissance Jewellery (07-12-2015)
long term debt of most jewellery stocks is zero s most of the debt is gold-loanfrom various international banks.
so this case consider short term debt as actual debt.
Vinati Organics (07-12-2015)
Manish,
I think it is mandatory under new SEBI insider trading guidelines, 2015 to disclose if the quantity is meaningful. Will still try to confirm from my sources. Thanks.
Vinati Organics (07-12-2015)
What is the logic for declaring share purchase in advance. Any such announcement by promoter will lead to rise in price and he would end up coughing more money to buy same qty.
Byke hospitality – Truly asset light? (07-12-2015)
As far as my discussions with few hotels, websites to sell rooms.
So when you pick up a hotel on any website, you'll see, mostly that the maximum inventory they have is 4 rooms.
Kaveri seeds company limited — kscl (07-12-2015)
I attended the Kaveri AGM and i very specifically asked the management about the status of receivables as of that day and the management confirmed that the receivables are ~50cr as they have not sold on credit and even that was mainly to government so no need to worry. I initially asked on the sidelines and then once again during the AGM proceeding- where it was in my list of written questions submitted to where the management reconfirmed low receivables. I actually asked if i would see this reflected in 30th Sep balancesheet and they confirmed affirmative. May be other members who attended AGM could confirm this.
I was shocked to see the receivables at 190cr. Given that the credit risk management was a key theme which influenced lower sales (refusal to sell on credit) - i find it quite disturbing that a few days before the quarter end senior management's estimate of receivables is so way off.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (07-12-2015)
Pleasantly surprised by so many requests/hope that I shall continue to post about new ideas here even after the treatment Kellton thread got. Frankly speaking, my thread is way better than many threads in VP that were created recently. I am not going to create a new thread at vp. I believe way more than finding unbalanced valuation stocks, than posting balanced views in VP.
Regards,
-Subash