They take a 5-6% price hike every year. In spite of this if the sales are flat it means they did de-grow.
Posts in category Value Pickr
Need for KYC to be enforced when Forum Abuse is detected (06-11-2015)
Thanks, it s a great step taken pro actively by @adminph2.
Off late I have noticed few more such threads with micro micro caps with one guys answering all queries.
Some of us just ignore it, guessing the obvious stuff in these games.
I think this action, by bringing it in public notice has helped in
1. New members and many non members who just read posts and are easy traps to be aware of such traps/misleads.
2. It also helps 2000 odd members to make them aware, and it our responsibility also to flag such issue with admin/Seniors etc. if someone smells such stuff.
I also think disclosures ( holding/non holding) should be also made mandatory for every posts for all members.
Cheers
Thanks for making it a great forum.
Cupid Ltd – Helping the world play safe! (06-11-2015)
Read on website that Zimbabawe government is studying trials with female condoms.
Moreover management is exploring markets in South America and Europe.
Motherson sumi : Recent opportunity to buy (06-11-2015)
Mr Vivek chand sehgal has maintained at the vision of 2020
He informed that company has received the order intune of $3.87B.
now order book stands at $14B+
Also maintained the guideline of ROCE of 40%
Need for KYC to be enforced when Forum Abuse is detected (06-11-2015)
Abhishek Basumallick (our valued Moderator and Forum Watchdog) puts it, there are "patterns" we should spot, and be very wary
1. Extremely long-winded Title with tall claims
2. Absence of substantive merits in the investment hypothesis, but lot of hype
3. Very little focus on the RISKS side, may be completely ignored
4. Long winded explaination to queries - building up on the hyperbole
5. Irresponsible, definitive, motherhood statements start being sprayed
Newbies please note - the moment the Title is long-winding with Superlatives, you are better off-ignoring. Someone who is exploring a stock idea will never do this - because his verdict is not out in the open, he is curious, he is more interested probably in finding out counter-arguments and holes in his investment hypothesis.
Only someone with a agenda to push his stock will do this. Couple this with writing only on this a micro micro cap, then contacting members, getting their email IDs and phone numbers, and peddling the stock citing HNI big names that have invested in this stock, started giving the game away
Member messaged folks with usual discussion opener being
My Intro - I am an ex student of Sanjay and ex collegue of Chetan Parikh and Anil Goel
I am based in Noida and run some businesses and manage our family investment portfolio
If you are ok with it we can connect on email - mayanksharma20@gmail.com or call me on 9971908058
Newbies beware of the patterns and methodology. This may again be repeated
MPS Ltd (06-11-2015)
@Donald Thanks for sharing the link. Nishith clearly articulated the trend even way back in 2012 and his recent article adds much more clarity on MPS future.
Excerpts from the recent article :
"... Aptara was purchased by iEnergizer; an 80% stake in SPi Global was purchased by CVC Capital Partners from Philipine Long Distance Telephone (PLDT) Company; and Lumina Datamatics was created by folding Datamatics data conversion services into PreMedia Global. The next round of consolidation has already started with MPS Limited purchasing Element LLC, EPS, and TSI Evolve—all three based in the U.S.—and assembling a large war chest for further acquisitions.
All these changes mean that some publishing services companies will emerge stronger through the process and be the market leaders of the future. The successful publishing services companies are likely to be end-to-end players servicing the needs of the academic, educational, and self-publishing market segments with a strong focus on technology, workflow management, and high quality content creation, production, transformation, and delivery services supplied from multiple geographies. In fact, the publishing services companies of tomorrow with full-spectrum capabilities will increasingly clone the publishing clients that they serve."
Am surprised to see he mentioning even the self-publishing market segment. Tells me Nishith is clearly on the watch-out for disruptive things, regardless of market sizes.
And here is another chart showing split up of costs in producing a book. Be it hardcover book or e-book, there is always content design, digitization, typesetting, editing, etc., involved.
Motherson sumi : Recent opportunity to buy (06-11-2015)
Today, MSS posted some pretty decent results.
YoY revenue rose to Rs. 9037cr vs 7922cr
YoY net profit rose to Rs. 287cr vs 104cr
In retrospect, Rs. 230 proved to be a good support level. The trend seems to have changed from prior bearish trend.
Disclosure :- hold a trading position around 230
Motherson sumi : Recent opportunity to buy (06-11-2015)
Great set of numbers from motherson sumi.
Net soars by 176%
Eicher Motors (06-11-2015)
Eicher Motors Results out. Awesome!!!
The icing on the cake is the margin expansion of 200bps in EBIT from 10.9% to 13%.
The Standalone looks even more impressive -
margin expansion of more than 200bps from 23.4 to 25.7%.
The board has in principle approved taking the capacity of Royal enfield to 9 lac bikes by 2018. Current capacity approx 52000 bikes per month. comes around to 75000 bikes per month.This is double from the 4.5 bikes targeted for sale now. Strong demand and swelling orderbook.!!!
The good part is the VECV has turned around this year after few years and has grown with the Heavy duty trucks growing the highest. LMCV also shown growth. Buses has been a drag.
Lot of activities on the export front. The new Store in US to be opened in the H12016. US subsidiary headed by Rod copes.
Hawkins Cooker : When it will move in line with TTK (06-11-2015)
There has been decrease of advertising expenses by 3 crore when compared to last year same quarter otherwise the EPS jump would have been lower had they continued to spend on advertising.
But this lower ad spend might result in lower sales growth in future? I'm not sure.
Good that at least the sales have more or less remained flat for this quarter (QoQ). Still sales growth of 10%-15% is not coming. TTK showed better sales growth.
I don't hold Hawkins, this is my passing observation on the results.