Chinese government scrapping one child policy would have shrunk the global condom market by quite a bit. There may not be any direct impact on companies like Cupid but I think condom suppliers would become more competitive now.
Posts in category Value Pickr
Granules India Ltd (01-11-2015)
Promoter converted his warrants leading to 41 lakhs of shares.
http://www.moneycontrol.com/stocks/stock_market/corp_notices.php?autono=2176301
Evaluating investments in Flex Foods Lts (01-11-2015)
I was recently considering investing in Flex Foods Ltd. The company is part of Uflex group engaged in producing flexible packing products. Flex Foods as a company is engaged in dried products which are sold into international markets mainly, USA, Europe. Some quick numbers,
P/E ratio of the company is 9.57 FY 15 earnings
Sales has grown @ 16% CAGR since 2011
EBITDA Margins @ 26.5% is very impressive
The ROCE looks decent too and the company has very low debt
I am still looking at the market size for frozen foods in the US markets, competition for this company etc. but any thoughts on the same would be helpfu
Vinati Organics (01-11-2015)
Yes, you are correct in that. They have fixed realizations per litre of chemicals they sell. The contract protects them from forex fluctuation and crude price/raw material price impact. Infact, if you think about it the margins will slightly expand when crude price go down and vice versa (which is exactly what has happened in last few quarters).
See Pg. 7 of this note to verify about the contract terms >> http://www.hdfcsec.com/Research/ResearchDetails.aspx?report_id=3008142
Only problem is disclosure. It is difficult to determine if the volume has gone up or down since they don't keep concalls since last 1 year, nor they release any presentation. Only annual report will clarify that hopefully.
On board point, I think this happens with all the companies. Board members are generally from other firms and sometimes totally different industry (Eg. Mr. KV Kamath from ICICI was board member of Infosys). And such closely held companies tend to nominate board members from their family members (which is not so positive but can't avoid with such firms).
Screener.in: The destination for Intelligent Screening & Reporting in India (01-11-2015)
Plz compare the nos on screener with the results reported by the company in their PDF filing on BSE. The numbers are matching.
Granules India Ltd (01-11-2015)
Some fiis r entering into granules, need to see how they react with results showing gud numbers!
Skipper Ltd., distributing Power and Water, Is it a moat in making? (01-11-2015)
Not much key take aways from AGM Minutes but one thing which I liked is the attendance of the management team. This shows seriousness of the event for a small Company. I have worked with a Company where one or two management representative used to go for AGM and other never bothered about AGM. Good Signs 
Skipper Ltd., distributing Power and Water, Is it a moat in making? (01-11-2015)
Invested at 150 levels, couple of days back. Constituting 6% of my portfolio.
Skipper Ltd., distributing Power and Water, Is it a moat in making? (01-11-2015)
Invested at 150 levels, couple of days back. Constituting 6% of my portfolio.
Shalibhadra Finance – Steady Growth NBFC (01-11-2015)
hahahaha.....Gurjot, he must have put you in a tizzy by asking you the number of shares you hold
He is the owner/promoter, the sole boss so to say, not an employee, he might have been curious, you must be one of the few minority shareholders to talk to him
I know one thing, if I was in his place,I would also ask you how many shares you held out of plain curiosity,since you are directly contacting the company
I have been asked this question plenty of times,and in almost all the cases, it is the promoter directly asking me, not an employee, smaller company owners are very interested in this aspect
From what you wrote, he was not promotional about the company, he told you something that I had written earlier about the environment being tough and his point about H2 being better is valid
Now that this is done, Gurjot, how many shares do you hold anyways (Just kidding 
)
If you ever get asked this question by a promoter ever again, you should reply,less than you,otherwise you would be listening to me