HMVL does look like a very good opportunity as well.
Why do Jagran and DB corp command a premium over HMVL, in spite of growing slower can be 2 fold-
1. Both Jagran and DB corp have high dividend payouts. HMVL is not paying out in spite of having so much cash. (However the management of HMVL has categorically stated that it will be used for inorganic expansion)
2. HMVL's OPM are lesser than both DB and Jagran. Their NPMs are higher because of the huge component of other income...due to interest recieved on a/m funds. As a result its ROE is also lower.
Posts in category Value Pickr
Jagran prakashan (17-11-2015)
Duke Offshore – Hidden Gem? (17-11-2015)
Hi inteliinv,
Just wanted to check if you have an opinion about Aban Offshore. I don't follow this industry but was just looking at long term charts for some contrarian bets. Aban is testing multi-year lows and valuation wise it seems to be quite attractive.
thanks
HG
KDDL (Ethos Watches) – Scalable business model at an inflection point? (17-11-2015)
Hi, sorry for a late response. I do not recall if this was mentioned.
Deepak Fertilizers and Petrochemicals (17-11-2015)
Disc: I am not holding the stock.....still in analysing mode!!!
Another positive( which i believe is already priced in is the fact that the company is out of the MCPL bidding war as it has sold its stake in that company)
MPS Ltd (17-11-2015)
Team VP - excellent initiative and raising the bar! Thanks a lot for providing this collaboration platform for a common investor.
I would say VP is a compounding learning machine and time/effort/learning invested in VP compounds maybe at a faster pace than stock returns
Regards,
Amit
Cupid Ltd – Helping the world play safe! (17-11-2015)
Mr Garg indicated that they are planning to start branding initiatives and have got various estimates for the same. However, they will be cautious in spending large amount at one go due to small size of the company.
They are also planning to increase automation and improve efficiency in order to reduce cost and smooth execution of the orders as they are entering the big league now and ready to grab large orders as and when opportunity arise.
They are expected to start production of new product(Lubricant) from Jan 2016 onwards.
Regarding the orders, they are getting small orders frequently. They have recently got small orders/inquiry from Zimbabwe, Kuwait, UAE, Euthopia etc.
MPS Ltd (17-11-2015)
Let's now get more folks to play the devils advocate on MPS.
The thrust of this effort was as Sandeep articulated so well, was to get Due Process going for
a) a holistic cross-examination
b) put in efforts to prepare, efforts to read and digest structured info-sets, efforts to question critically
c) learn from each other
This is another way for us to pay it forward. Expose everyone to the same rigour that Team VP puts in
Try and attempt bringing every serious learner/practitioner on the same page, speeding up the learning curve as possible.
Once this discussion/insights are digested well (from BQ, MQ presentations & the Q&A discussion) we should focus on carrying forward the discussion to the next level
Cheers
Associated alcholols & breweries ltd (17-11-2015)
No result for this query. I tried screener first time.
Cupid Ltd – Helping the world play safe! (17-11-2015)
Sagararya,
1.Wiki says Cupid female condom is currently undergoing clinical trials to gain approval by the FDA.
What is the progress on this front?
2. It also mentions, A recent version of the female condom is made by Medtech Products Ltd, India, and its also in trial phase and one more trial is required to get approval, so what will be the impact on orders n other factors if competitors get FDA approval?
( if any of the above are already solved plz brief on the same)
here is d link
Thank you for sharing and taking extra efforts to meet management, so we can all asks our queries.
Disc- Invested
Cupid Ltd – Helping the world play safe! (17-11-2015)
@sagararya
That's wonderful.
I have following queries:-
1. View of Mr. Garg on the branding of the Female Condoms in the domestic market. As we know India is a huge market and their plans to capitalize the same.
2. Color on the value added products that the company was going to come up with.
3. Countries from where we can expect the orders in future .
Many Thanks!
Disc : Invested.