In all probability, this buyback seems to be set up for the promoters!
Buyback price is at such a huge premium.
Optimum time to buyback would have been a few months before when it traded at around 160 types. But then the promoters would have got only 60% of what they would get now. At least 105 crores from the 141 crores would definitely go to promoters, since their holding is already almost 75% which is the upper limit for promoters. To keep to the limit they would have to (Read they want to show they have to!! :-)) tender at least a proportionate amount of shares.
Posts tagged Value Pickr
Technocraft industries (16-11-2015)
Cupid Ltd – Helping the world play safe! (16-11-2015)
I entered around 200 
I agree with your estimate for fy 16 guidance of EPS, my estimate is also close to Rs 16/17.
Earnings visibility is pretty strong and return ratios improving day by day.
Promoter is highly ethical and passionate about business.
I will classify as still under owned/undiscovered (to some extent)
Mkt will wait for several quarters to assign a v high PE.
As some analyst start discounting Fy17 EPS etc then, it can be again re rated.
Take over talks may be wishful thinking or market rumours.
In the long run, it has a potential to really surprised on higher side.
disc : invested, view are biased.
Profit lies where noone is watching: some turnaround plays (16-11-2015)
Ksk energy post good results. Losses reduced. Real show in 2016 when ppa of TN and UP come into force.
Profit lies where noone is watching: some turnaround plays (16-11-2015)
Rpower results are good.
All money hungry projects are scrapped. Declared first dividend. Also bangladesh project to cost just 10000cr as 8000cr equipments are lying packed at samalkot.
Available at a pe of 10.
Profit lies where noone is watching: some turnaround plays (16-11-2015)
Again a good news.
Rattan power amrawati plant turned around.
Generate fcf of 40cr at 54% plf.
Share up 18% since results.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (16-11-2015)
Hey guys. As soon as you get significant gains, come out of this stock and invest in india cements as it has a much better scalability and pe expansion chances
REPCO home finance – another Gruh in the making? (16-11-2015)
The valuation metric you are using is wrong.
Banks and NBFCs are normally valued on P/BV basis apart from other comparisons on the basis of ROA, ROE, NIMs, Capital Base, Operation costs as a portion of net revenues etc.,.
You can find lot of stuff on google on why P/BV is a better way to value NBFCs and Banks.
Regards.
Lloyd Electric & Engineering Ltd (LEEL) (16-11-2015)
Thanks a lot @RajeevJ for ur Views.
Segment Wise Break up: Revenue Profit
Consumer Durable Segment 191.61 Cr (154.76) 14.54 (16.05)
OEM and Packaged 81.04 Cr (130.03) 1.52 (2.6)
Air Conditioning
Heat Exchangers and 178.79 (113.30) 19.71(8.23)
Components Segments
The values in Brackets are the values in the previous years same quarter.
As you can see above it was the Heat Exchangers Segment that made the result look so good.
In Consumers durables segment although the revenue increased but profit has declined due to increased
advertising spend and competition.
Personally I think I will see one more quarter performance before tinkering with my allocation.
Will see how Diwali sales have done.
Disclosure : I am invested in it at average price of 238 and made it almost 3% of my portfolio
Thanks and Regards,
Kapil Gupta
Screener.in: The destination for Intelligent Screening & Reporting in India (16-11-2015)
Hi Prasad,
Instead of sharing the queries, let me tell you the way of creating one on your own.
While reading articles Or listening to interviews of brightest of minds out there, I try to pen down the keywords/ideas and try to create a query around it because all we have in the end is numbers to help build first opinion and then to follow up.
For example: One of the finest interviews I’ve listened to in the recent past is the one that of Sanjoy Bhattacharya, titled “Investing With Sanjoy Bhattacharya”.
Now, once you have gone through the video (he has seriously given many ideas), below are the some of the variables which are of use to help build query.
Average return on capital employed 3Years; EPS preceding year quarter; Profit growth 3Years; Return on equity; Down from 52w high; Interest Coverage Ratio; PEG Ratio ; Average return on equity 3Years; Average return on equity 5Years ; Average return on capital employed 5Years….many others more useful 
..infact all can be used 
It’s all about applying(arithmetic operators) / comparing(relational operators) right numbers (must consider industry based variations) to / with the screener variables to help screen which is the purpose of the the Screener.in
Regards
Jagran prakashan (16-11-2015)
why shud one not go for HMVL instead of jagaran prakashan?
HMVL has better valuation (quoting at oe of 13) and net cash balance of around 600 crores.
The company is not doing too badly on the growth front as well.