u might be missing a point , market cap anad size of the market
Posts tagged Value Pickr
REPCO home finance – another Gruh in the making? (16-11-2015)
Doubling the net profit and doubling the price are totally different things. Repco would surely double PAT in 3 years. Or maybe even better. But will a mortgage finance NBFC command 35 PE forever? We need to check history for this. In 2006-07 banks like Axis and HDFC Bank were growing at 40%. Mortgage lender HDFC was growing at 35%. They all used to command PE’s of 35-45. Did those PE’s sustain?
NBFC’s or any bank for that matter will not trade at more than 25 PE forever, irrespective of quality. Even best of the best HDFC Bank has been derated on PE front in past few years. Do we really believe Gruh and Repco will sustain 45 and 35 PE?
I am confident that both Gruh and Repco will grow at 25% for at least 4-5 years. Price growing at 25%? Not going to happen. That’s only point I would like to put forward. But as usual different opinions make market.
REPCO home finance – another Gruh in the making? (16-11-2015)
@Sumit: HDFC the hosing finance company is growing at 10-12% these days. HDFC Bank is doing fine all along with 20-25% loan growth. HDFC represents entire housing finance market as it’s industry leader there.
Just to avoid confusion, HDFC and HDFC Bank are separate companies.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (16-11-2015)
Pledging is on account of margin call on old loan. So you cannot say pledging is incessant.
Anuh pharma ltd (16-11-2015)
Strong 2Q results by Anuh Pharma on November 7, 2015.
—-Net sales +29% YoY
—-EBITDA margins improves 291bps YoY
—-PAT up 56% YoY
Disclosure: Invested from lower levels
A Gentle and Practical Introduction To Value Investing (16-11-2015)
Updated the tutorials with lecture notes on analyzing Google from the vantage point of business. It can be found here https://goo.gl/UWqwqr
Chemicals and Speciality Chem space in India (16-11-2015)
http://rakesh-jhunjhunwala.in/ashish-kacholia-nirmal-bang-home-in-on-mega-bagger-micro-cap-stock/ Vishnu Chemicals is the new entrant to the list. A wonderful article by RJ blogger Arjun on this topic and the attached video in the link is awesome and takes us virtually through the available instruments and plants in Hyderabad
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (16-11-2015)
Hey thanks a lot…It was really helpful…I got the logic…
Innovative Tech Pack (16-11-2015)
Merging Jauss will take time and a lot of regulatory compliance (share swap etc). At the moment, Jauss seems to be a better bet in terms of performance.