Again it was because of Celebrity Fashions got into a lot of trouble. So that's the reason for pledging. With a stronger balance sheet the pledging should come down now. They have already paid the LT debt
Posts in category Value Pickr
Kitex Garments Limited (05-10-2015)
I tried opening June 15 concall there . But it was not opening. It is useful for annual and research reports
Hitesh portfolio (05-10-2015)
Hi Hitesh.. Do you track Godrej Industries?.. Appreciate your view if you follow
Kitex Garments Limited (05-10-2015)
You can register with http://www.researchbytes.com/ & get all the details.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-10-2015)
Both are different kind of plays on the same theme. Sagar is more financially adventurous and aggressive. Deccan is more sedate. It depends on ones own investment comfort which one to choose.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-10-2015)
Can somebody give some reasons of its clear preference over sagar cements because it's debt levels are at .42 . So it's not too high and also pe levels are comfortable .
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-10-2015)
i had visited hyderabad in 2012.
we are travelling from tirupati to hyderabad.its a 12 hour journey but due to strife, the train stopped just outside hyderabad for 8 hours. we need to change the train in between the tracks. our entire schedule got disturbed and we never ever thought of going back again.
so this telangana strife is disastrous. no new power pplants, construction, property market at rock bottom.
it is going to lookup definately.
POKARNA LTD ( Stock opportunities ) (05-10-2015)
I think following are the important things that we have to get clarifications about...
1)Who are the Quartz stone suppliers from India to USA?
2)Whats the current raw material contract for Quartz , who else are the suppliers and how has the company planned to mitigate risk of raw material supply constraints?
3)Among different dealers in US that Quantra sells (Daltile, Bedrosians, IGM, and Oregon Tile) what is their share? Which dealer is the source of increased Quantra sales in last 1 year?
4)Current capacity for Quartz and current utilization?
5)Whats their vision for Quantra brand in next 5 years?
I think they have done a good job of understanding Quartz business, building capacity and developing markets, where will they take it from here is a big question.
I will prepare to write them..
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (04-10-2015)
leading to increase of price of cement to 320-340 per bag from 220-240.
it is goodd as well as bad
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (04-10-2015)
i come to my knowledge that a entry tax is imposed on material from telangana in andhra pradesh and vice versa