gAbilify to improve free cash flow in FY16 says icicidirect latest report on alembic.
Posts in category Value Pickr
Hindustan media ventures: a play on literate india? (02-10-2015)
Hi Ashish. There is already a thread on hmvl with a very detailed discussion. Pls read all the rules for starting a new thread and check if there is already am existing thread on the company.
It's a warning to all the newbies to check if there is already an existing thread for a new topic they want to start.
NCL Industries – Resumption of growth? (02-10-2015)
I just read the report of Nirmal bang. I agree with all of your points but then how their relizations are lesser than other cement companies I have mentioned? Nirmal bang report contains all the numbers. The only thing I see here is that their recovery haas started earlier than the other 2. Views invited sir!
Hindustan media ventures: a play on literate india? (02-10-2015)
hey guys check the new edited message.
GRUH Finance – mini HDFC (02-10-2015)
Actually, I don't think building the software to evaluate credit risk is not the most but using it to actually assess and stick strictly to the parameters is the moat - execution is the moat. No matter how strong a system/process is if the branch managers, credit risk officers are slack and don't implement it while sanctioning loans, it will backfire. Since Gruh had already had a bad experience in 2000s, once bitten twice shy.
The other companies, not sure if can execute as well as Gruh and here lies the moat, in my opinion!
GRUH Finance – mini HDFC (02-10-2015)
Hope the above link sent by Neerav helps you for your evaluation.
I think this is indeed a very good moat and pedigree that management has developed that would be very difficult for new players and replicate the same.
If they want to grow business than there is definitely risk of rising NPA's and their is were Gruh finance scores.
Nifty PE crosses 24|A statistically informed entry-exit model! (02-10-2015)
Bloomberg or any such terminal will give you that. Some brokerage houses may also give you (I know Kotak Institutional Equities does)
Nifty PE crosses 24|A statistically informed entry-exit model! (02-10-2015)
Wow...thanks for highlighting this Krishnaraj 
I understand you said there are no free sources for getting the consolidated earnings. So can you share any paid ones?
Nifty PE crosses 24|A statistically informed entry-exit model! (02-10-2015)
I read this (1st post and other subsequent ones I glanced through) and the data is incorrect. That's because this NSE source gives you standalone PE ratios and related measures. That's incorrect because you need consolidated earnings to know how much your stock has made for you.
There is really no free source I know that gives you consolidated earnings of Nifty. I compute it for my analysis and am attaching it here (unformatted so apologies in advance). It shows that as of 25 August (and Nifty hasn't moved much since) the trailing PE is 19.43. NiftyQ1FY16.xlsx (21.9 KB)
Over the years as firms have expanded the gap between standalone and consolidated earnings have widened. I wrote about it in alphaideas here - A company should be known by the companies it keeps. So looking at standalone earnings may be deceptive.
GRUH Finance – mini HDFC (02-10-2015)
In an era before most Indians had even heard about ‘credit score’, GRUH came up with its own assessment system. Today, once a borrower’s income details have been verified, all data is put in a software that looks at 23 parameters to determine eligibility. It’s a home-grown system that has been refined over the years, according to Suresh Iyer, general manager, operations at GRUH.
Read more: http://forbesindia.com/article/work-in-progress/building-homes-the-gruh-finance-way/34819/0