I read a comprehensive study on Airlines' value chain. The study covers returns earned by Airlines as well as other players in the value chain. It covers the pricing power and margins of each player in the chain that helps to understand returns for each player.
I believe this might answer your question that why Airlines have been a losing proposition for a long time.
In my last post, I had written about the beginning of the uptrend in NIIT @ 41 rupees. I had also written about the desirability of monitoring the progress of the stock uptrend through use of Bollinger Bands on weekly charts.
After the announcement of the Skill India programme by the prime minister and also setting of target of training 10 million people by NIIT management, the stock price doubled in a matter of 3 weeks. Thereafter, in August the stock paused for consolidation. But a noteworthy thing has been that even during consolidation NIIT managed to stay above its long term support line
I have now posted the Niit wekly chart with Bollinger bands. It appears that the consolidation of the stock on monthly and weekly charts is now over. In the month of Sept 2015, the rally in NIIT may resume taking the stock higher towards 90...100...
Meanwhile, the purchase of NIIT by some well known value investors and its continued recommendation by Porinju Veliyath has been an icing on the cake for those invested in NIIT LTD.
As long as NIIT ltd stays above the long term support line, it is in an uptrend..in bullish zone. Any price correction in Sept 2015 should be used as an opportunity to buy more of NIIT LTD, as the Skill India Program of Modi govt has a long way to go and NIIT LTD can be the biggest beneficiary of that programme.
@roysavio
Hmm.... But how come the above link is still working????
Can any body provide the breakup revenue of Trading & Own brands IMFL?
Low PE may be because large amount of revenue coming from trading of IMFL. Any way their own brands IMFL revenue growing at fast rate.
And any body though some light on how is their brand will of Edible oil?
Disc: Invested
How does this company compare with Vidhi Dyestuffs? From a quick glance - they're both in similar lines, Vidhi seems to be priced higher, however Dynemic's financials seem stronger (relatively). Any reason for this mismatch? IF we had to pick one which would it be?
Read recently that Nikhil Vora picked up Vidhi via an open market transaction as well.
Hi,
Need help understanding.
PFA image FY 15 Cash flow. The income from investment, bank deposit under cash flow from operating activities is 50.64 Cr where as under investing activity 12.30 Cr.
I can understand that this income should be removed from operations because cash flow from operation means income from business related activities and this income is then added in cash from investing. But why this difference of 38Cr?
An interesting story about a biggie aqua player Siam Canadian group and how is the founder v confident on huge opp size for farmed shrimps.
Hi @FocObs, Did you manage to revise the previous version you shared! Can you share your rich learnings with newbies 
Hi all,
This happens to be my first post and so far really admire the good work done by fellow valuepickers.
Here goes my list, I've tried to break down sector-wise:
Textiles FMCG Chemicals Infra Pharma Auto/auto anc Finance Others Multibagger
Sutlej KRBL GHCL Cera Sun Bharat forge Axis IIFL Samtex
Nandan Britannia Astec life AIA eng Aurobindo MM forgings Yes HMVL Waterbase
Welspun Ind PI Industries Asian paints Glenmark Motherson sumi DHFL GPPL DTIL
UPL Granules CEAT Chemfab alkali
Currently I've almost equal allocation in all of them, gradually in next couple of quarters I intend to reduce the portfolio to 15. Reason for such diversification is the high capital I've put in viz a viz my overall net-worth, so cant be too concentrated. Ideally I would like to keep it to 15 max 20 however facing challenges on which ones to drop. It would be great if anyone can just pin-point which one you don't like and a short reasoning.
Any help is much much appreciated.
BR,
AJ
Thanks Rohit,
Cant understand idea behind taking 98Cr debt and putting cash in funds.
