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Posts tagged Value Pickr
GRUH Finance – mini HDFC (21-09-2015)
Small bank license list
Au Financiers (India) Ltd., Jaipur Capital Local Area Bank Ltd., Jalandhar Disha Microfin Private Ltd., Ahmedabad Equitas Holdings P Limited, Chennai ESAF Microfinance and Investments Private Ltd., Chennai Janalakshmi Financial Services Private Limited, Bengaluru RGVN (North East) Microfinance Limited, Guwahati Suryoday Micro Finance Private Ltd., Navi Mumbai Ujjivan Financial Services Private Ltd., Bengaluru Utkarsh Micro Finance Private Ltd., Varanasi
For now, all of them have previous experience with micro finance. Licenses will be awarded on a continuous basis.
In future , payment banks licensees like Airtel , Paytm will have a lending arm too.
Duke Offshore – Hidden Gem? (21-09-2015)
Duke Offshore
CMP: 48.85
Market Cap: 24.08Cr
Book Value: 27.18
PE: 6.30
ROCE: 40.82%
ROCE 3yr Avg. : 43.6%
Profit Growth 3 Years: 47.6%
Profit Growth Last Year : 49.32%
D/E : 0.09
Contingent Liabilities: 0.26 Cr
Promoter Holding: 70.6%
ROE 3 Years: 34.86%
DUKE OFFSHORE LIMITED is headquartered in Mumbai and is managed by a group of oil field and marine professionals.
Specialising in hook up and commissioning of offshore oil field platforms, their maintenance, modification and inspection services.
The Diving Division provides a dedicated underwater platform inspection, maintenance and repair (IMR) program for oil companies. In addition diving services are provided for drill rig support, SBM and SPM installation, operations and maintenance.
The Offshore vessel and Marine Management Division provides offshore support vessels like supply vessels, crew boats and hook up/ accommodation barges globally.
The Special Force Protection Division (SFPD) has been created to provide offshore patrol vessels to the oil fields and other offshore installations for security and protection.
Starting FY13 Company has increased its focus on the security and protection division. Company has purchased FIC (fast interceptor crafts) for this purpose. The company has also started to focus on defence services and has received contract from ministry of defence for maintenance of 4 vessels. With the Government’s increasing focus on building naval capabilities and management’s liaising capabilities I feel that the company is in a sweet spot to bag more such contracts. The management constitutes of people who have been part of MARCOS (special division of Indian Navy) and have worked closely with US Navy fleets.
Prior to FY 13 company focused mainly on offshore oil field maintenance and drilling support services and faced a threat due to oil price fluctuations as mentioned in ARs of FY11 and FY 12. FY 13 onwards this threat hasn’t been highlighted.
The numbers have also been really good so far. The company is also paying tax at healthy rate and has started paying out dividend. The Management is focused on expansion by purchasing boats and is confident about the growth.
The earnings might be lumpy.
Would like fellow members to pitch in with their views.
Disclosure: Invested & Biased.
Bayer cropscience (21-09-2015)
Well i don't think buyback has anything to do with confidence here in this case,as promoters will also participate in toto, like they had done in Dec 2013 @Rs:1580 ,even though,at that time mkt rate was higher.Hence majority of shares were tendered by them were accepted.
Varun 2020 portfolio – 2 strategies (21-09-2015)
Kapil
I have no idea about Force Motors. Have never tracked it but yes I do see lots and lots of Force travelers these days and with tourism industry expected to do well in coming times due to policy of visa in arrival travelers have a long way to go. To give you an example for the first time we are contemplating to book a Force travelers for our trip to Jim Corbett few weeks from now. Earlier we never thought so.
Regarding three wheeler industry I see it as a temporary halt. LAST MILE CONNECTIVITY, INCREASING RURAL ROAD THRUSTS WHERE THREE WHEELER IS PROFFERED MODE OF TRANSPORTATION AND COST EFFECTIVE ALSO, PROXY PLAY TO FMCG AND RETAIL PLAYERS TO PUSH IN TIER 2 CITIES FOR CARGO SEGMENT I SEE THIS INDUSTRY HAS A HUGE GROWTH POTENTIAL.
With Thanks & Best Regards
Varun Jain Associate Architect ARCOP Mob - 09910507431 Off - 01126242050, Alt email-ID - Work - vjain@arcop.co.in
Varun 2020 portfolio – 2 strategies (21-09-2015)
Kapil
I have no idea about Force Motors. Have never tracked it but yes I do see lots and lots of Force travelers these days and with tourism industry expected to do well in coming times due to policy of visa in arrival travelers have a long way to go. To give you an example for the first time we are contemplating to book a Force travelers for our trip to Jim Corbett few weeks from now. Earlier we never thought so.
Regarding three wheeler industry I see it as a temporary halt. LAST MILE CONNECTIVITY, INCREASING RURAL ROAD THRUSTS WHERE THREE WHEELER IS PROFFERED MODE OF TRANSPORTATION AND COST EFFECTIVE ALSO, PROXY PLAY TO FMCG AND RETAIL PLAYERS TO PUSH IN TIER 2 CITIES FOR CARGO SEGMENT I SEE THIS INDUSTRY HAS A HUGE GROWTH POTENTIAL.
With Thanks & Best Regards
Varun Jain Associate Architect ARCOP Mob - 09910507431 Off - 01126242050, Alt email-ID - Work - vjain@arcop.co.in
Sandesh Ltd. – A Rare Cash-Rich Play on Print Media & OOH Segment (21-09-2015)
In its latest AR, management does not speak any numbers on Real Estate biz and Finance Biz.
Disc : No holding., just studying.
FCEL – Kishore Biyani’s FMCG Play (21-09-2015)
Lengthy but good read.
Disc : Recently sold out at higher levels.
Amit
GRUH Finance – mini HDFC (21-09-2015)
Out of 10 entity who got license, is any one of them a listed player ? or just microfinance NBFC ?
Thanks
Varun 2020 portfolio – 2 strategies (21-09-2015)
Disclaimer:
At present I do not Own either Force Motors or Atul Auto.