How is the promoter n business quality? how r the co performing in terms of checklist prescribed here like moat,opp size,predictability,sustainability,ability to allocate large capital at ROCE? Any competition?Can this Maruti become a Mercedes?
Posts tagged Value Pickr
Prima Plastics (21-09-2015)
Even if its the 3rd largest player,its way too small compared to the first 2. The company has a market cap of 84crs. I think the financials look good in terms of low debt and growth for the last 3yrs but return ratios as not very impressive..Although I see that cash flows are healthy..Can you tell me what are the products they primarily manufacture and their current market share in India. I would like to concentrate on domestic consumption rather than exports which could be the key driver of growth in the coming years if they grow..
Varun 2020 portfolio – 2 strategies (21-09-2015)
My bullishness on L&T Finance holdings is finally stamped an approval by a marque PE Bain Capital today. Just a little more happy and if th stock comes down will add more positions. L&T finance holdings is by far my biggest capital investment in my portfolio though it has given no returns in past year and a half. Hope the better times ahead for the stock now.
Sometime back similar case happened in case of DHFL. I invested in DHFL 3 yrs back when it was hovering around 150-200. Stock didn't gave me any returns for almost 2 yrs before RJ bought it sending it to new orbit. I still hold all my shares in DHFL.
Strides_Arcolab (21-09-2015)
The latest acquisitions will add around 90 crore to the topline http://www.moneycontrol.com/news/buzzing-stocks/strides-arcolab-jumps-4-acquires-sun-pharmas-cns-biz_3169541.html
Prima Plastics (21-09-2015)
that's what the expectations are ...they are already the third largest and with the product expansion they are looking good. but let me also add that its their overseas business and the expansion in that part that makes me even more bullish
Granules India Ltd (21-09-2015)
lot of good things are going to happen in next 2-3 years for granules and its margins are going to improve. Its just an calculation ( close to 9) and i have to right to go wrong also.
Granules India Ltd (21-09-2015)
Agree, even I'm looking at an EPS of around 6.5 for FY17. Whatever ANDAs, Auctus APIs commercializations, JV with omnichem will start bearing fruits from FY 17 mid / FY 18. If everything goes as per expectations, by FY 20 we will see full impact which is 4 FYs from now but of course market will discount ahead of these events but I feel FY16 is a bit optimistic. We should wait for company to deliver on one major promise? I know that we may miss some upside but we will ride the surer upside then.
Granules India Ltd (21-09-2015)
Hi, how did you get EPS of 9? The recent Motilal Oswal report pegs it at 6.8 only!!!
Have you taken into consideration the recent equity dilution into the calculations?
Granules India Ltd (21-09-2015)
Friends i feel correct way(highly debatable) will be to calculate FY17 instead of FY16. Granules might do close to 9 so still cheap.
SREI INFRASTRUCTURE — double bottom (21-09-2015)
SEZ news related to SREI in ET
just one more thing:
it has got 250 page AR