FHC's next year expected profit is ~25 cr and cupid can do 20-25 cr, so its almost similar.
FHC annual sales is 62 mn pcs and cupid sold around 6 mn pcs (sales of ~15cr) in 1HFY16.
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 (04-12-2015)
Dear:
Just as every time we board airplane, we need to compulsorily follow procedure including listening to emergency instruction from air hostess, so also moderators may be compulsorily trying to enforce certain things for the greater good.( If you take a sample estimate from people on a plane, many will say that some of this procedure need not be compulsorily enforced but it still persists).
You are a much smarter in stocks than me and when top contributors like Anant Jain and Hiteshbhai have acknowledged your skills, it comes to full stop.
I hope to hear more of your views on stocks from you in future on the forum.
Thanks
Cupid Ltd – Helping the world play safe! (04-12-2015)
Key differentiation in this case is capital efficiency - roe/roce of 15% for fhco versus 55% for cupid !
Cupid Ltd – Helping the world play safe! (04-12-2015)
@ravijain88 Your numbers are not right. fhco reported $4.3mn PAT for full year ending september2015 and this is equal to INR 29cr. Cupid's PAT for four quarters ending september2015 is INR 11-12CR. FHCO did volume of 61mn for full year. Cupid did FC volume of 15mn in 6 months.
ALLSEC Technology – BPO turnaround story (04-12-2015)
Hi @ansii77 please let us know what is the source of closure of the loss making Mortgage business?
I couldn't get anything in this regard except for absence of mortgage business numbers in quarterly (Q1 and Q2 FY2016) numbers. Is there any explicit announcement in this regard?
Thanks
Cupid Ltd – Helping the world play safe! (04-12-2015)
Its net profit is same as that of Cupid despite selling 60 mn pcs vs 15 mn pcs of Cupid. Going forward, this may turn into losses due to followings:
- Difficult to maintain 60 mn pcs due to stiff competition from Cupid.
- Past profit was higher due to tax benefits which will not be the case in future
- Operating cost is increasing continuously
So looks like Cupid has huge advantage over FHC.
Cupid Ltd – Helping the world play safe! (04-12-2015)
Look at this FHCO listed at Nasad has obly 500 cr m cap and PE is only 10
http://www.nasdaq.com/symbol/fhco
Am I missing something ? By this means Cupid valuations are stretched ?
Byke hospitality – Truly asset light? (04-12-2015)
I continue to be bullish on Byke and my conviction is increasing day by day. As a part of review. I was looking at the Industry Performance vs. Company Performance. And you will be glad to know that.
Rather than making any opinions and conclusions, you take a look yourself. 
The only thing, I am seeing as of now is, BYKE is a good company with good financials with good track record with good management in a stressed and asset heavy industry with asset light model.
Disc : Invested around 25-30% of my portfolio.
Kitex Garments Limited (04-12-2015)
I also jumped up from my seat when read this....but I guess they are already into this business under kitex limited...where they manufacture lungis,undergarments.. Etc..i even did google..if I can find out some news over it...i typed kitex + diapers...they are already selling online on kitex limited site...one one side Forbes latest article claims to be a new business....and the company claims to be already in this business through kitex limited..(not kitex garments limited).