Posts in category All News
India will give better returns on investments: Jaitley (20-09-2015)
From Subhiksha to Viswapriya: Subramanian’s fall from grace (20-09-2015)
Indians may be considered for top posts at insurance companies (20-09-2015)
The many things that need to change in India’s semi-skilled work force (20-09-2015)
Few flaws RBI could have avoided while issuing payments bank licences (20-09-2015)
Bayer cropscience (20-09-2015)
Thankyou for the information. The Buyback by company at Rs 4000 speaks of confidence in business in times to come. Its a kind of stock you never want to sell.
Disc: - Invested 2 yrs back
Varun 2020 portfolio – 2 strategies (20-09-2015)
My Case for bullishness on Supreme Industries
Here is the Intrinsic value calculation of supreme industries - approximately - there is 20-40% margin of safety at current market price the way you look at it. However the FCF calculation shows Rs 400 as the value which is way below current market price. Anyways I have decided to load up on this business after reading past 3 yrs annual report and presentations and company's new initiatives in building products and automotive segment. Its difficult to predict the future cash precisely flows in light of govt increase spending on infrastructure, economic growth and new products and plants coming up.
Being an Architect by profession I can vouch for it this company has a long way to go.
Invite readers reaction and criticismSupreme Industries Intrinsic value.xlsx (58.4 KB) on the same.
Currently working On Havels India in the same building infrastructure category.
Hitesh portfolio (20-09-2015)
Hitesh whats your technical view on Gruh Fin can you share ?