Good products and no frills stores. Stores sell only patanjali products, sometimes the merchandise is taken out directly out of the cartons. Certainly a big savings on overheads. The products may be new but the brand - Baba Ramdev, is 20 yrs old. Critical mass may have been achieved.
Posts in category Value Pickr
Atul Auto Limited (30-11-2015)
Last week I saw CNG version getting tested in Pune. I asked driver and he told he is onduty for R & D center in Pune. But couldn't ask more as there was a full traffic.
Atul Auto Limited (30-11-2015)
I went to my hometown Rajkot for few days (where you see lot of Atul users). I saw CNG varients running on the roads. They have already launched CNG models.
Did some scuttlebutt with few autowalas who used Atul and they were of view that both on pick-up and efficiency front Atul was better than peers. Although the look is not too attractive, Atul is very good on parameters that really matter.
My Portfolio – Dhina (30-11-2015)
Company: Sun Pharmaceuticals Industries Ltd
Pros:
The company has shown consistent growth over years.
The financial numbers looks good.
Risks:
The stock has corrected upto 33% due to Ranbaxy merger issues.
The company also informed that sales/profit will remain flat for this year due to
one time payments related to Ranbaxy merger. From what I understand,
these are one time issues and the growth might be muted for the next two quarters.
The company should be back in track from next financial year.
Decision: Planning to increase allocation.
Views are most welcome.
Sarla Performance Fibres – Another Interesting Textile Story in Making? (30-11-2015)
I think, The volume growth is there, on standalone level its 3%(as per management call), Realization declined due to the low RM prices benefits are passed on to the customer (as per management any variation more than 5%(+/-) will be passed on to customer.
2) Even i called the management, same reply
3) And if your friend can find out , how are the demand scenario's in US?
Is there any rule for max gain weekly, monthly and yearly basis? (30-11-2015)
i understand this rule pretty well and have made money shorting stocks (a disclosure). So let's take an example of cupid and understand this:
- The cap is decided by the "present" circuit filter of the day and price is decided based on that cap w.r.t previous quarter ending, so for the present quarter the price would be calculated based on Sep 30 closing price.
- Cupid started this quarter with 20% circuit and the price as on Sep 30 EOD was 196.50 rs. Therefore, the Oct end quote price would have been 393rs (100% for month) and Dec end should be around 590.
- Now sometime during Nov the circuit was revised to 10% and therefore, all the calculations of step 2 can be thrown out of the window. Now the monthly cap would be 60% and quarterly is 100%. Now on oct end the price was 245 therefore, cap of 60% price max could be around 392 and cap for quarter is 100% of sep 30 price which is around 393. Therefore, if my calculations are right even from tomorrow there would be no upside in price.
- BAD NEWS, what if the price is revised to 5%, then the price would be reduced. This happened in one of my small caps. I was shocked, but that's what happened.
- GOOD NEWS, step 4 wont happen because for circuit to be revised downwards UC has to come and right now with price limits UC wont come.
- Now, if circuit is revised to 20% during this quarter, Step 2 will come into picture and price will suddenly move upwards.
Now obviously the price is not 393 but 397 and this 1% error comes in a lot of scripts that i have seen, not sure why but mostly the price is right. Hopefully the above examples helps.
Let's hope better sense prevails, and BSE rolls back this stupid rule, cannot see any logic in it.
Sarla Performance Fibres – Another Interesting Textile Story in Making? (30-11-2015)
Oh yes. You are correct Ateek. But what is your view on the sales shift? I called the IR team of Sarla - they told that they were IR people for sarla in past - they are no more now. Website of Salra not updated. Even i tried calling the mgmt - CFO of the company - they told that he is out of office and you need to call next tuesday. Meanwhile asked my textile friend to inquire on the company and its plants, products.
Kellton Tech – Fast growing IT guy in ISMAC space (30-11-2015)
Introduction
o Promoters have good qualifications (Kellog/Wharton), serial entrepreneur
o Scaling company mostly through M&A
o So far walking the talk
o Target
- top line of 2000 Cr in 3 years
- FY17E expected top line 600cr
o Riding on I-SMAC wave (IoT, Social, Mobility, Analytics, Cloud) wave
o HQ @Hyderabad. Founded in 1993
o Growth accelerated when new management took over in 2009
·
Customers
o Well-funded ecom players like Flipkart, Jabong,Makemytrip, Indigo
o Mostly solution, no maintenance job
·
Misc
o 135 employee in Gurgaon, rest in US
o On an average good review at Glassdoor
Disc : Invested
Please refer attached doc for more details
Kellton Tech - Final Summary.docx (407.3 KB)
Sarla Performance Fibres – Another Interesting Textile Story in Making? (30-11-2015)
@abhishek90- as per the management call, First shipment of Nylon 66 was done in Q3- FY 2016, so Nylon 66 will come only in the H2,
2)The turnover split , (Us plant)It also includes subsidiary other than the Sarla flex(Subsidiary for the new plant) , so the comparison will never be correct.
Sarla Performance Fibres – Another Interesting Textile Story in Making? (30-11-2015)
Pratik, thanks for developing a great thread. Really liked the look of this company - traditional manufacturing company that is conservatively run while innovating with new products.
A quick Google search yielded this disturbing news though - http://articles.economictimes.indiatimes.com/2014-09-05/news/53601799_1_takeover-norms-entities-investor-protection
Any views on it?