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Posts tagged Value Pickr

POKARNA LTD ( Stock opportunities ) (02-11-2015)

Pokarna and Asian Granito play in different segments/geographies of market due to technology, so its not apples to apples.

@kanvgarg123 Pokarna uses Breton Stone technology which is the best in the world and allows it to compete in US market (high margin) with the biggest names (at least it can try).

The monopoly questions needs to be looked differently. Pokarna is the only player in India with Breton Stone tech. But it sells in export markets where it competes with players with Breton Stone tech from other companies. There is good discussion in this thread regarding the geographic competitive advantages with risks that Pokarna might be leveraging.

@jatin Pokarna does not need to compete in India (lower margins) as it can sell in high margin export market (esp US). Asian Granito can't in that high margin US export segment due to quality difference (refer technology difference above)

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Lactose India – Unique Play on Lactulose & Contract Manufacturer for MNCs (02-11-2015)

Lactose seems an Interesting story. Company growth is almost certain. But the question is when and how it will reflect to the stock price. I think promoters intended to keep the price down and increase their holding to the maximum. that is why they did not disclose Kerry acquisition of the company. As well promoters selling few shares in every quarter hence public get a fear about it meantime they are increasing their holdings through preferential shares and allotting shares to non promotors (As Nirav said companies indirectly related to promoters). Now it seems apart from Kerry Sanofi also invested in Lactose. I cannot able to read the scenario going to happen in lactose. If someone can please explain the possibilities going to happen here

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Byke hospitality – Truly asset light? (02-11-2015)

Thanks Sreenath for taking the gist out from the report.

Below is the link for complete update on Q2 FY 16:

http://www.thebyke.com/Byke%20investor%20presentation.pdf

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Arvind limited – a triple play of RM tailwinds, brand growth and de-merger play/re-rating (02-11-2015)

Sachit

It's because they have launched a few brands recently - zara, children's place and these warrant high inventory and receivables (from the franchisee). I gather this by leafing through the conference calls.

That said, I think it's a big risk still and that will be a drag on any potential re-rating - all the good ones, like aditya birla nuvo, kewal kiran has a cash and carray model that results in high RoEs consistently.

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Eros international (02-11-2015)

Disclosure: Not invested

I found an outstanding and instrucutive analysis on Eros group that concludes with compelling evidence that:

a) The accounting is extremely aggressive in an industry with intangible and volatile assets (films and rights) with ill qualified auditors. Free cash flow is lagging profits which are flattered by aggressive revenue booking (in some subsidiaries receivables increases are higher than sales for the year!) and capitalisation of costs to lower reported expenses

b) Complicated corporate structures and high related party transactions including surprisingly bank guarantee provided by the listed entity to the related entity! Imagine I own a listed firm which does business with my privately owned entity and I ask the listed entity to provide Bank Guarantee to it! Shows my own confidence in the listed entity.

Here's the link - Eros

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Granules India Ltd (02-11-2015)

when is the con call?

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Lactose India – Unique Play on Lactulose & Contract Manufacturer for MNCs (02-11-2015)

My sense is that Kerry has only acquired one part of the biz. Reference to the Davy report shared by Raj. ...only the pharma lactose biz... Page 2 of the report. Operative word being Only. Therefore, Lactose India cannot be said to be part of Kerry Group.

My limited submission

Samir

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Cupid Ltd – Helping the world play safe! (02-11-2015)

The story is getting better day by day !
Looks a safe bet now

disc : tracking position

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Shalibhadra Finance – Steady Growth NBFC (02-11-2015)

Thanks Gurjot for posting copies of certain important pages from the FY15 AR.

Can you please also post copies of the following three pages:

Balance Sheet;
Statement of Profit & Loss; and
Cash Flow Statement.

Thanks,
Alok

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Cupid Ltd – Helping the world play safe! (02-11-2015)

Current year earning should be around 15... on a reasonable PE of 25, it should be trading around 375. The stock looks like undervalued after Q2 result.

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