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Posts tagged Value Pickr
Sterlite Technologies | Digital India play (17-11-2015)
Vindhya and other companies like Aksh in the sector command PE of 17-19...Sterlite commands low because of power sector. Once the power is demerged...we can see good value in this business...
REPCO home finance – another Gruh in the making? (17-11-2015)
My 2 C, folks look at PE in the bull market for upside and book value/share during bear market for downside protection.
Profit lies where noone is watching: some turnaround plays (17-11-2015)
Anant Raj- any idea when the rental income of 100 cars will increase to 275 crs....based on the info in the post, this seems to be hugely underpriced. RJ also holds a chunk of it at an average of Rs 60+ levels. Any idea if the Company is planning to do a REIT for its commercial rental assets?
Another interesting bet seems to be KSK- Management has converted warrants at Rs 99 per share against the current market price of Rs 37. The latest quarter numbers are very encouraging with Mahanandi plant increasing its PLF (currently running at 90% PLF in Oct/Nov) against last quarter of 46%. QIP 12 months back was done at Rs 99.00.....dirt cheap. Any news on the Open access issue with Mag govt will be the near term trigger.
Page industries (17-11-2015)
In fact risk is very low for a 20-25% kind of return over the ten year period.This is the summary of rather good report by MOSL. At the same time they are saying that management is confident of replicating last 5 yrs performance over the next 5ys. Not impossible but we need economy and most important inflation to recover. In that scenario forward PE will not go below 35.
MPS Ltd (17-11-2015)
Thanks to the Team VP for such a treat. Kudos to all (Rohit-Ayush-Dhawnil-Kiran-Donald-Sandeep-Anant-Anil)!
Missed Hitesh in Action.
As Product/Services could not be touched and felt and business does not have a pricing power. Details about stickiness and mining of existing customer needs to be mined further to understand the organic growth drivers.
Generally clients have multiple vendor strategy and someone with better margins might offer a compelling price to snatch away the business.
It would be great if VP web could find a way to understand the REAL customers take for vendor like MPS. Why MPS? What differentiation does it bring on the table?
What SPS global and newgen are doing to maintain excellent margins?
Any thoughts on the above?
Disclosure : Invested and trying to practice assiduity!
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (17-11-2015)
Please refer to my post dated Sept 3, where I had pointed out the turnaround in Sugar cycle ...when Balrampur was @ 40, Dhampur was @ 30 and Bajaj Hind was @ 12... That time the boarders were quite sceptical about the turnaround....Now when the stocks have almost doubled, everybody appears to be turning bullish...That's the way market works...
Virat Industries Ltd – Sock Stock (17-11-2015)
Anybody tracking this company? The company is diversifying its clients and introduced his Own brand"Lord Walker" socks in Indian market. Also, the sales are improving marginally, although 14-15 reported low sales. I found a detailed report on the website
www.viratindustries.com/virat_website_development_final.pdf
Disc: Not invested, tracking
Torrent Pharma Ltd (17-11-2015)
Hi! any specific reasons for Lincoln! How could it be in the list along with Torrent and Alembic! Could you Plz Explain!
Disc: Tracking Position.
