On a separate note, Repco seems to have taken the lead over Gruh.... not just in NIMs and growth potential but also in terms of being an industry bellwether, the recent interview on NDTV profit being a case in point. That to me is extremely interesting because it is marching over Gruh and it's exorbitant valuations. Some catch-up on the cards?
Posts in category Value Pickr
Orbit exports (07-09-2015)
AR 2014-15 says "During the year 2014-15 the Company has converted 450000 Optionally Fully Convertible Warrants (OFCWs) into 450000 Equity shares of Rs.10/- each at an issue price of Rs.76.57/- per Share (including Premium @Rs.66.57/- per Share) in the Board Meeting held on 18th June, 2014 to Mr. Pankaj Seth (2,25,000 Equity Shares of Rs.10/- each) and Mrs. Anisha Seth (2,25,000 Equity Shares of Rs.10/- each) and the aggregate proceeds amounting to Rs.2,58,42,375/- in aggregate received balance 75% during the year through allotment and conversion of Warrants has been utilized for the object for which such issue was made" Is it normal practice to give warrants at such heavy discount? Are there any more warrants pending? At what point should we raise a red flag?
REPCO home finance – another Gruh in the making? (07-09-2015)
That is what I was saying. There is difference between:
- information might already be (inefficiently) incorporated in the prices, and
- market would have discounted it anyway if there is anything to worry about.
If markets appropriately discounts anything that is to worry about or be happy about, then buying the broad indices is the best one can do.
Cupid Ltd – Helping the world play safe! (07-09-2015)
@varadharajanr
Mr. Varadharajan, Which video you are talking about. The old interview of Mr,Garg or any other new video
Screener.in: The destination for Intelligent Screening & Reporting in India (07-09-2015)
Thanks for a great tool. Long time user.
If I paste a company name in the search box, it doesn't find anything. I need to press backspace to delete a character (or some keyboard input) to find the company. In the old screener, this used to work fine.
Aksharchem and bhageria dye chem can this me cyclical uptrend (07-09-2015)
why both these stocks are spiraling down?
Syngene International IPO – Views invited (07-09-2015)
@Mahesh : Thanks for your wonderful analysis.. I maybe novice in this topic but how do you evaluate the business vis-a-vis Suven Lifesciences in the value chain? Overall I find suven extremely attractive ...
PS: Also whats ur take on MPS at current valuations? Seems Market has hammered the company in the absence of any incremental news 
Regards
Sreekanth
Mastek Demerger – Special Situation (07-09-2015)
In the Demat Allocation section there is an link called Allocate. Did you use that link ?
REPCO home finance – another Gruh in the making? (07-09-2015)
How do you know the market is not that efficient? The market is very much inefficient but how can we be so sure that a particular news item is not discounted?
This particular news item is in public domain for the last 6 months and most of the institutions would have got clarification from the mgmt. In all probability there is nothing to discount here since it is related to Repco bank which is a non-listed parent.
Mastek Demerger – Special Situation (07-09-2015)
hey guys, i havent received my Majesco shares, i use ICICIdirect, when i checked i couldn't see them in my portfolio, any idea how i can get them
thanks