@manish962…pls read carefully Divi is not giving any price target…just updating the forum about the maximum price limits under the new rules of BSE… this information is valuable for fellow boarders…
Posts tagged Value Pickr
Cupid Ltd – Helping the world play safe! (21-11-2015)
Divi, You are warned to refrain from giving price targets of the stock. This is in violation to SEBI rules for the forum We do not encourage the same. Repeating the same mistake may lead to suspension from the forum.
Virat Crane Industries Limited (VCIL) – sure shot multibagger (21-11-2015)
Divi, Please refrain from giving price targets for the stocks.
Cupid Ltd – Helping the world play safe! (20-11-2015)
This is as per new SEBI circuit limits where a stock listed only in BSE could move up x% in a week, month, quarter and year:
http://securitiesstocks.net/article/5403188940/bse-to-introduce-stringent-circuit-filter-norms/
Torrent Pharma Ltd (20-11-2015)
Normally B2B pharma companies should have less impact from USFDA..as FDA check get it done by their customer.
Torrent Pharma Ltd (20-11-2015)
Aren’t all the Motilal Oswal “could-be” 100 bagger companies from pharma space mentioned last year are or have majority business as B2B : Shilpa Medicare / Granules India / Suven / Aarti Drugs ?
Cupid Ltd – Helping the world play safe! (20-11-2015)
Any Idea why BSE has set 0% UC today for Cupid..I mean same as yesterday closed prise..
Think this has effected the sentiment today..
Entertainment Network India Limited (ENIL) (20-11-2015)
Hi Dhwanil,
I know nothing of ENIL Business.
However I get a very good feel reading your BQ Sheet on the business – very crisply articulated.
I will familiarise myself with the story now that I am suitably impressed to – try and find holes in your persuasive arguments.
2 things stand out for me in this 15 min first read – to think more about – tells a lot about the clarity you have brought 
a) a lot at stake on outcome of phase 3 bidding. So to think more clearly on how the ODDS are balanced, I need to familiarise myself with effective competition and the extent they can queer the pitch – atleast the pan india players and the Metro players – Metros I guess are the biggest markets
b) The Regulatory environment and outlook. Is there a consistent policy direction towards auctioning/license/revenue share mechanisms
The Sunrise Telecom sector was turned completely topsy turvy with policy turns/interventions right in front of our eyes
Any directions from you are welcome – where to prioritise my energies in taking this forward – as this is a 15 min Dhwanil Desai BQ Inspiration only at the moment. Inspired enough to start reading up with gusto!!
Thanks again for one of the finest BQ Sheets on a business VP Community has seen.
Ujaas Energy – Value Migration to Solar Power (20-11-2015)
Abhishek,
The 14-16% margin was on solar parks which Ujaas constructs as an end to end service. Going forward, the revenues and profit will surely decrease on an absolute basis as cost of solar panels is decreasing. The margins also face downward pressure due to increasing competition, but not a lot since the demand could be really huge. In the coming 12 months, in particular for the recently bagged orders I expect margin to be lower as the orders are more like EPC.
In May or June RBI announced that solar projects of upto 15 cr would qualify for priority sector lending. This was well known in the market, but I am just reiterating as I saw the same across couple of channels and in an interview by Vikalp Mundra. In particular, what this means is that for new home buyers, they can get a roof top solar loan as part of the house loan package at lower interest rate. For the household rooftop panels margins would be higher, but if they go with franchisee model, the margins could be less. I prefer the franchisee model. Hope they come up with a product where a professional comes to your home and assembles modular off-the-shelf components according to your requirement – in this case your terrace and budget/KW. As mentioned in concall, If they can get the installation time down to 1 day (concall said 1-2 days), it could be a huge hit.
If Ujaas implements about 26 MW in next 12 months then on a very conservative basis they would get 15 cr profit. With the O&M and a few small orders, 20+ cr. is surely on the cards. At 360 cr, on a 12 month forward basis, this does not seem expensive. However, while buying, I always tend to look at the MoS and downside. Bought more in the last week. Call me greedy.
FIEM industries : auto ancillary player (20-11-2015)
I worked in auto component industry and was involved in pricing discussions. Hence my further comments are coming from my past experience. Auto component suppliers have very less pricing power with their OEM customers. OEMs tend to have long term pricing agreements (with annual price downs built in sometimes) which forces auto component players to absorb most of the cost increases. Any new competitor brings in further pressure on pricing.
In short, only highly efficient low cost suppliers makes money in auto component market on OEM side. Most of them make money from aftermarket business (if the product has after market business). Hence suppliers of tyres, batteries, brakes, wipers and shock absorbers are more attractive due to their aftermarket business (provided they have good brand image) Very few suppliers like Bosch can command premium due to technology.
Hence any auto ancilliary stock could be short/medium term play on operating leverage (assuming they have spare capacity) but will struggle to be long term “wealth generators” unless they have huge after market business.
Also I think LED is becoming commodity, considering the fact that all players that has anything to do with electrical supplies, are entering into LED production eg. Eveready, Phillips,Bajaj,Syska,Anchor, Havells etc So I am not sure how much margins can be made in this business.
Disc – Not invested