http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/58D3F983_792D_461F_AC9D_694C2372A2E6_171743.pdf
Lumax results have been announced
Posts in category Value Pickr
Lumax Industries – Brightening Prospects (08-11-2015)
Ramco system (08-11-2015)
Aah.. what a coincidence. I was busy watching the video when i was compiling this post and you raced me in posting the same video 
Ramco system (08-11-2015)
Interesting watch. Ramco CEO VA talking about FY16 Target in a HR Meet. Not sure if that was intentional. With Q2FY16 results just released, Half Year FY16 Revenue is USD 32.86 Mn. From his talk, FY16 Target looks like USD 89 Mn. Not sure if this doable by Fy16. But I believe his SAAS model can do wonders, and a nextgen IT company in making.
Some of the Company/HR policies he discussed is path breaking in Indian IT Industry. No wonder Ramco is getting good reviews on Glassdoor. And VA seems to have good flair on the latest technology.
Thomas Cook India-Will it move like Warren Buffet Stock (08-11-2015)
In my opinion, growth of logistics services because of e-com is overhyped. If the e-com cos have to survive and grow, they will have to cut costs on all fronts, will have to set up many more warehouses, (perhaps shared) and move bulk of cargo by rail. Last mile connectivity will have to be provided by logistics companies. How many of them will be local players and how many will be listed players is to be seen. We can expect steady growth in business of logistics companies but nothing dramatic, I think.
KSE Limited — Interesting Business (08-11-2015)
Sir recently when in Kerala I visited there kanjigode factory extremely good excellent mangement the June qtr result was poor because there was a big ticket new raw material purchase for there new animal feed product and a huge copra purchase at a very lower price the new product for animal feed is already in market and lucky it does not come under the government price control because it is launched a milk enchanter feed and also they have launched exculsiive ice cream outlet in Tamil Nadu also and brand visibility is improving and the ice cream and coconut oil division will give a excellent result this qtr so I think with price bottoming out we can start buying before the result
Arman Financial Services Ltd (08-11-2015)
Hi Prasad,
I don't track Capital Trust and hence can't comment on it.
Jagran prakashan (08-11-2015)
Radio city charges highest for ads...There is an article the problems faced by radio companies...they don't have rooms of charging high ad rates...so margin play is not there...company has to play on volumes...radiocity has already penetrated In major cities...Bangalore..delhi..ahmedabad..mumbai..etc..I agree to what warren Buffett tells...but what if all the latest news are accessed online and other local news are accessed on radios...i don't need a newspaper...growth In radio business is negligible...but print business can have good business because of the target market being poor or low class people...but again business expansion basis volume only...i don't see any moat here...rather than that I would invest in EIL which is a epc contractor...has a wonderful market share...dealing In petrochemicals.. Solar..fertilizers...metallurgy..infrastructure...all sectors emerging...if you want a mere 15% returns then why not invest in a large cap mutual fund...I just set my views here...I might be wrong...and I welcome views from members...this will be helpful for my growth also..thanks..
Kitex Garments Limited (08-11-2015)
I take this positively...the losing party is always going to spread news which can help them gain some votes by confusing people whom to choose...this is what rahul and Sonia Gandhi have been coming doing...i feel mgmt is positive and I feel impressed...salute to Mr. Sabu M Jacob for doing this...
Bhageria Dye-Chem (08-11-2015)
Hi guyzz,
Chemical industry of India had some bad years till 2013..2014 was the year of huge profits for this industry...There are reasons for this...regulations were passed In china during this time for strict environmental laws...this led to shut down of many chemical companies in China. Indian chemical industry used to face stiff competition from china...a pure demand supply mismatch over a period of time...a cartel was formed among these indian chemical companies like bageria and bodal..to shoot the price up ..chemical selling for 100₹ was selling for 400₹ ...so not a big surprise if these companies are doing good...its the industry not the company that has improved...this can be recommended for your own portfolio...but not for your client portfolio...situation can change soon and again china can pump in back...this story is similar to that of cement hike in south India...companies like Deccan cement..ncl industries etc have enjoyed good profitability...
One thing is not sure here is when the industry will change? How far is the threat from china? I guess this is the reason why the PE is not re rated..there is no sustainable growth seen here...
Disc - not invested...