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Posts tagged Value Pickr
Torrent Pharma Ltd (17-11-2015)
Torrent Pharma gets UK regulator booster
http://www.thehindubusinessline.com/markets/stock-markets/torrent-pharma-gets-uk-regulator-booster/article7884359.ece
Lloyd Electric & Engineering Ltd (LEEL) (17-11-2015)
I have talked to one of my relative who has been working in this field and as per him the products of LLoyd are good in quality and he himself has two at his home.
However I do agree that this industry is highly competitive but than the same holds true for Blue Star ,
Voltas and Whirlpool but still their valuations compared to LLoyd are quite high.
But one negative that I noticed is (I am talking about Gurgaon Specifically) that only One shop had Signboard of LLoyd in the Sadar Bazar Electronics Market and you need to search for that.
Whereas Sony,Samsung,Whirpool were all over the place.
So this distribution network problem i have noticed in Gurgaon however not Sure about other Cities.
In My Hometown in Rajasthan their Distributor is in the main market with a Good Advertisement however there also it only present at one place .
Regards,
kapil
Torrent Pharma Ltd (17-11-2015)
Hi Hitesh,
I have been a silent reader in this forum and trying to contribute wherever possible with my little knowledge. I am really thankful to all the senior members for sharing their wisdom. In particular I went through your portfolio thread and I believe you should now be writing a book on investment (if not already)
My Query – In the Pharma space I am holding Shilpa and Granules (5% each) and I have been looking into Torrent for a while. What would be your take in the right order of long term value creation starting highest – Torrent, Ajanta and Anuh. Particularly interested in the growth potential. Anything else that you would suggest to look into? I am also keen on MPS though I may have missed the train earlier.
Rain Industries – An oversold de-leveraging play (17-11-2015)
Rain is going to make a sudden move when the actual global businesses start to break even and the debt bonds are repaid.
Deepak Fertilizers and Petrochemicals (17-11-2015)
Good post,
Disc: I hold the stock from the IPO days.
The big triggers are govt. regulated, if it does, there is huge value to be unlocked. These guys are powerful business and political men. All your hypothesis and arguments are capped due to regulations and Farmers issues
Thomas Cook India-Will it move like Warren Buffet Stock (17-11-2015)
thanks for the perspective.
As investors, we rather have the Driver locked down for a certain period of time – a classic demonstration of the alignment in the IT sector – a sector where EBIDTA margins rarely go beyond 5% here is Ajit who believes we can get 8% margins – additionally he has been able to attract sellers willing to sell – to him. I agree this deal leaves a bit of after taste – but lesson learnt and course corrected, hopefully.
Disc: Invested
Torrent Pharma Ltd (17-11-2015)
Why are u frustrated? If u want to sell a stock then only u want higher prices. I would be happy if Torrent pharma keeps range bound till the time I decide to sell it. Its only then that I want it to go up.
If the financials keep playing out the prices will inevitably follow. Markets often take a long long time to accord proper valuations to some companies. Case in point is Ajanta Pharma where inspite of stellar growth figures back in 2010-13 period the stock remained confined to PE ranges of 6 to 12.
Thomas Cook India-Will it move like Warren Buffet Stock (17-11-2015)
I agree with you – but these type of stuff always begin with a small step and keeps escalating – as the immmediate terms become bigger and juicier. Not something I would worry about still – but I have to be cognizant of this. best is to build into MoS – to each his own.
Lloyd Electric & Engineering Ltd (LEEL) (17-11-2015)
I use its split AC since more than a year. It works just fine.
According to me, all the ACs are almost of the same quality with marginal difference in features. What differentiates companies is branding and the distribution network. Price yes, but to some extent only. I see a lot of people taking advice from the local sales and service guys when buying ACs. So, distribution network and timely availability of the products is very important. Also, margins provided to retailers are very important. If you see in cell phones, Micromax and Samsung give hefty margins to retailers, which motivates them to push their products.