Hi Hitesh,
What is your view on Mayur? It seems it has fallen out of the radar of most of us in spite excellent track record and return ratio.
Regards,
Raj
Hi Hitesh,
What is your view on Mayur? It seems it has fallen out of the radar of most of us in spite excellent track record and return ratio.
Regards,
Raj
Sorry for my lack of knowledge but I have a basic question ....How reliable the data from Zauba is?
A sale of 225 million USD p.a. will give us a run rate of 55 million USD per quarter. As they had exported close to 100 million USD last quarter itself and there is a possibility that the sale ramp up would have taken some time in the last quarter, it is highly likely that in q2 they might not have exhausted all the supplies of q1. So, essentially export data of q3 will confirm the real picture to us.
Though export data confirms that they may not have much sale from ablify for this quarter.
The inverse is happening now, Hitesh. The market is hating KSCL (~10 PE, a high ROCE business). And is now loving CanFin quite a lot (~3x book, at 18% ROE in best-case).
Time to make the trade the other way round, this time?
Hi Dhawanil,
Thanks for your prompt response. Very helpful.
I took the investments from Balance sheet schedules, both current and long term. I couldn't find a way of sorting them into pure investments vs part of nbfc book. If a transaction is part of nbfc business, should it appear as investment at all or it will be treated as an advanve. Eg, sbi will not classify my home loan with them as investment but rather as an advance. In essence can a transaction be a part of loan book as well as investment.
Second, i didnt include alt asset mgmt/piramal realty because i was not clear of their ownership pattern. Are they held by Piramal enterprise or a group holding company. So conservatively avoided them.
Thanks, Sai
@ankitgor44 did you meet the management. could you please update us out here
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Hi Hitesh
What is your view on can fin homes for long term? I am holding it from 350 levels and after the recent price rise, it has become around 40% of my entire portfolio. I am willing to wait for another 4-5 years before selling assuming it can give around 20% CAGR (being optimistic here).
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