Hey I did go to an ETHOS store in Mumbai. Their staff is a lot more trained than a local luxury watch store. Also the prices are higher at ETHOS. The product range is the same. Also, for quite a few luxury watches, ETHOS had no inventory. They told me that it takes 25 days to get it from Chandigarh! The number of customers were higher at the local store than ETHOS which was empty on that particular day.
Posts tagged Value Pickr
INDIGO ready for takeoff :airplane: (31-10-2015)
Even Kapil Kaul of CAPA (Centre for Aviation) said the same thing when asked about re rating of the aviation sector. If SpiceJet can present a business case and the capability to execute and deliver, it will get better valuations.
You can read the complete interview here Valuation gap between IndiGo
INDIGO ready for takeoff :airplane: (31-10-2015)
Even Kapil Kaul of CAPA (Centre for Aviation) said the same thing when asked about re rating of the aviation sector. If SpiceJet can present a business case and the capability to execute and deliver, it will get better valuations.
You can read the complete interview here Valuation gap between IndiGo
Lincoln Pharma … the next mid-cap pharma in the making …? (31-10-2015)
I have analysed but if you analyse the economic value addition is not there
EVA = Value of asset *(ROEC %- Cost of capital)
ROEC being < cost of capital it will be negative . Cost of capital is around 12 %
Please check and confirm
Regards
P K Joshi
Granules India Ltd (31-10-2015)
Good numbers.
Can anyone help me with a doubt?
In the April concall, management had mentioned that the total debt (including working capital) is 498cr but in balance sheet long term and short term borrowings were 245cr and 115cr. These add to 390cr. Where to read off the additional 108cr debt?
Granules India Ltd (31-10-2015)
Good consolidated results but a slightly weak standalone results especially on sequential basis.
Promoters have converted warrants to shares. Will need to see the market reaction to that. The price is Rs 85 but that was known to the market. The conversion coming ahead of the schedule does show the confidence of promoters.
http://www.bseindia.com/corporates/anndet_new.aspx?newsid=9fd8bcb5-284e-4c74-8c1c-ca1ed18af8e8
Anyone has got any idea of the concall.
Disclosure: Invested
RPG LIFESCIENCES – Change in Governance and Performance (31-10-2015)
Great Q2 results. Turnaround story continues. Profit of 2.56 Cr in Q2 FY 16 vs Loss of 7.39 Cr in Q2 FY 15. No wonder Promoters have raised their stake from 61.83% to 66.79% in last one year 
http://www.bseindia.com/corporates/anndet_new.aspx?newsid=4f6eb3f0-95e3-4203-839e-67bf818418cb
Disc - invested
RPG LIFESCIENCES – Change in Governance and Performance (31-10-2015)
Great Q2 results. Turnaround story continues. Profit of 2.56 Cr in Q2 FY 16 vs Loss of 7.39 Cr in Q2 FY 15. No wonder Promoters have raised their stake from 61.83% to 66.79% in last one year
http://www.bseindia.com/corporates/anndet_new.aspx?newsid=4f6eb3f0-95e3-4203-839e-67bf818418cb
Disc - invested
Relaxo Footwear: a wannabe brand play (31-10-2015)
Strong set of Q2 numbers.
Sales growth : 16% 333 Cr Vs 386 Cr
PAT Growth : 56% 17.3 Cr Vs 27 Cr
Margin : 7%
Disc : Invested
Granules India Ltd (31-10-2015)
Also declared second interim dividend of Rs. 0.15 per share.
Disc - Invested