OYO rooms has lot of equity backing up and operates in towns as well .OYO rooms definitely effects Byke kind of companies .
Posts tagged Value Pickr
NCL Industries – Resumption of growth? (11-09-2015)
Had checked cement prices for different manufacturers on online portals like apnastock.com. The cement price in South India is still in an uptrend. Looks like realisations per tonne would be getting better this quarter.
Forensics and the art of triangulation (11-09-2015)
I am sharing a lazy check list that i gathered from various source like dr vijay malik, jana, bakshi sir, investment check list book, pat dorsey book (5 rules), creative cash flow book, quality of earnings book, from some of seniors prof. neeraj ji(as we know :-)), brijesh(top forensic guy), value-pick(good business analysis) , capital market website etc.
varadharaj effort and others drag me to pull this check list to valupickr.
hope you guys may find use full. no credit to me. credit to all those mentioned investors.
have been @ valupickr since from 2010 as they had good info and screener.
CheckList.xlsx (131.6 KB)
Thanks,
Mahesh
Eicher Motors (11-09-2015)
This is from Polaris's Q2 filings
Scroll down to page 22 for finding specifics on Multix
http://ir.polaris.com/files/doc_presentations/2015/Q2-2015-PII-Earnings-Presentation-F.pdf
Key takeaways
MULTIX
Multi-Role Personal Vehicle
3 models to start
511cc diesel engine
MSRP ~ $3,600 - $4,500
Street legal in India
~30 dealers at launch
>200 by 2020
Start of production end of July 2015
Target market potential >60 million people
Small/micro business owners in India
Signed July 2012
50/50 Joint Venture in India
$27M Polaris investment to-date
Factory in Jaipur, India – 200,000 sq. ft.
JV expected to be profitable by 2018
Forensics and the art of triangulation (11-09-2015)
Hi Diffsoft,
How to identify vendor over invoicing ?. please educate me. wish to learn.
The same i heard in Ester ind, they are doing OI.
Thanks,
Mahesh
Torrent Pharma Ltd (11-09-2015)
Your last line puts the point in a nutshell.
Torrent remains attractive in the near term on the basis of valuations.
Ajanta is much more predictable. Next leg of growth though will come from US for Ajanta also.
Stylam- Decent Fundamentals with Cheap Valuation (11-09-2015)
Thanks for the correction on the wages front. Had a quick look and got the decimals wrong. I will edit my post to delete this section.
I have some personal experience in the commercial property in Chandigarh/ Panchkula and can confirm the situation is really bad. This technology park is in the new section of Panchkula beyond the Ghaggar river which is some way out of town. However, this group has been in the real estate business for some time and they might be able to swing some lease rentals, but that remains to be seen.
Yes they are still doing real estate development under the Amravati banner. But to be fair to them, they have completely disclosed the relationship in the related party section.
On the office consolidation front, their main office is in Sec 17 Chd which is unlikely to be relocated. They also seem to have some office in the Panchkula industrial area along with their factory. Yes I agree that some of it can be consolidated. My point is that the BPO business doesn't look like a serious venture that they are trying to pursue. This group has only done laminates and real estate till date.
Relaxo Footwear: a wannabe brand play (11-09-2015)
Hi,
AGM of relaxo footwears is on 24 Sept 2015.
I plan to attend the same.
If any fellow member has particular queries to be addressed and not able to attend, please feel free to share.
Also if other members are attending then it would be good opportunity to meet and connect.
Thanks.
Anurag Jain.
Note - I am invested.
PS - AGM of Relaxo footwears and VLS Finance is both on 24 Sept 2015 at same venue (different timings) - VLS Finance holds approx. 12% stake in Relaxo.
VLS Finance limited (511333) (11-09-2015)
Hi,
Any investors in VLS Finance ltd?
Its AGM is on 24 Sept in New Delhi - I plan to attend the same.
Main issue from my perspective is why Q1 results were so bad when Rs. 40 crores of Relaxo shares were sold. If Rs. 40 crore profits can be siphoned off in 1 quarter, then Rs 900 crore of investments too can be similarly siphoned off in next 1-3 years.
Fellow members please send your questions - I can try to seek answers in AGM. Please also let me know if any fellow member plans to join in.
Note - Needless to mention I am an investor.
PS - AGM of relaxo footwears is also on same date and same venue (main value driver of VLS Finance).