Does anyone have the dial in numbers for the post results conference call.
Posts tagged Value Pickr
Indian terrain—play on consumption (26-10-2015)
Glad that someone is thinking independently and going into details
As a thumb rule always compare Sales Growth with receivables growth. Gives a lot of insights if sales are real or cooked up.
Im not saying that Indian Terrain has cooked up books, but this is definitely a red flag.
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (26-10-2015)
@atishay1, Company is paying MAT as Company has tax free income from its captive power plants.
Indian terrain—play on consumption (25-10-2015)
Just wondering if it is possible for somebody to confirm the rates in the same area to verify if the deal has been concluded at arms length. I did try digging online but didn't get much.
Regards,
Hitesh.
Jyothy laboratories acquisition of henkel india (25-10-2015)
Another thing that that i must add here is the ESOP mentioned above would lead to a dilution of about 3%. So, this has to be factored in the above mentioned calculations
Oriental Carbon and Chemicals Ltd (25-10-2015)
A few things to note:
Company may have some pricing power because of limited suppliers and long standing relationships.
Stake sale was to institutions that are known to be long term holders - good pedigree.
Indian terrain—play on consumption (25-10-2015)
Company has given a detailed explanation of related party transaction. In essence, it says that property with warehousing is being purchased, which was earlier already substantially leased by the company (~80%). The Company now requires the entire space The annual cost of lease was 1.6 crore and for full property, would have been 1.8 crore. In view of this, they are purchasing the property for no more than 16 crore.
The property is situated close to the factories and thus provides good synergies and integration. Purchase of any other property for warehousing would have been far away and would have added to logistical issues and cost of transport. Increased warehousing is required, by the way, due to expanded product line up and e-retailing requirements.
Century Ply – Khusiyon ka rangmanch (25-10-2015)
Thanks Abhishek.
I am going through the latest annual report (link below) and I must say it is one of the best reports I have read recently. Suggest fellow investors who are interested in this business to go through it.
http://www.centuryply.com/files/download/bee982e94e6d9ea
INDIGO ready for takeoff :airplane: (25-10-2015)
ex lent remark by gitanjali kedia of sptulsian.com......not applying in ipo
https://www.sptulsian.com/article/86170/interglobe-aviation-indigo
Shalibhadra Finance – Steady Growth NBFC (25-10-2015)
Great work manas. i am sold on the idea almost. growth is almost never an issue for such small businesses, if the management tries. and software change and rating, show that something has changed (quite important in my view). i guess PB etc is also not so important, as you rightly mentioned that branches are still operating at sub standard levels. divd is the strongest indicator of management intent... dont know what else to ask, may be one round of visiting the branch and trying to get a loan which will further prove a few things you have written... i am in mumbai, somebody from gujarat may be?