No is there any specific reason for not a consistent behaviour in sales and also such old company at around 10 crores market cap . Is it a turnaround company or growth not being proper ?
Posts tagged Value Pickr
Conart Engineers – debt free, cash rich infrastructure company (06-10-2015)
You mean other than the information in the original post? What would you like to know? What sort of movies the CEO likes, which is his favorite color, his hobbies etc?
REPCO home finance – another Gruh in the making? (06-10-2015)
Hi Kunal,
Thanks alot for this explanation with calculation. It was an eye opener for me....changes the way I looked at NIMs
Conart Engineers – debt free, cash rich infrastructure company (06-10-2015)
Can we get some more information on this stock ??
Disclosure - need some more clarity before investing
TCPL Packaging Ltd. — Statistical Facts & Figures — Views Invited (06-10-2015)
On what basis the pe is calculated by screener ??
Eps of which year and price at what time ??
Satin Creditcare Network Ltd – Reaching out! (06-10-2015)
Good morning friends,
Few points from my side
- Bond between MFI and borrower is stronger than what you and I have with SBI or ICICI. Especially women are very loyal customers.
MFI usually lend in phases, say first 15000, then 30000 to 50000 to the same customer/group. So there is growth even from old Customers.
Any MFI which is converted to small bank will have some cost and adjustment time. Not all can survive the change.
Won't these small banks give priority and shift to larger sum of lending?
Few more interesting links
http://swaminomics.org/don’t-cap-microfinance-lending-rates/
http://thinkninkwithsaurabhsinha.blogspot.in/2013/06/microfinance-analysis-on-how-ap-govt.html?m=1
Every industry has its pros and cons.
I am not expert in financial sector so views from experts are always welcomed.
Satin Creditcare Network Ltd – Reaching out! (06-10-2015)
Good morning friends,
Few points from my side
- Bond between MFI and borrower is stronger than what you and I have with SBI or ICICI. Especially women are very loyal customers.
MFI usually lend in phases, say first 15000, then 30000 to 50000 to the same customer/group. So there is growth even from old Customers.
Any MFI which is converted to small bank will have some cost and adjustment time. Not all can survive the change.
Won't these small banks give priority and shift to larger sum of lending?
Few more interesting links
http://swaminomics.org/don’t-cap-microfinance-lending-rates/
http://thinkninkwithsaurabhsinha.blogspot.in/2013/06/microfinance-analysis-on-how-ap-govt.html?m=1
Every industry has its pros and cons.
I am not expert in financial sector so views from experts are always welcomed.
Satin Creditcare Network Ltd – Reaching out! (06-10-2015)
Here is a perspective from a very season finance professional.
http://www.subramoney.com/2015/09/meeting-interesting-people/
As one can see, there is a section of people who are willing to pay even 10% interest per day for a small sum, which they in turn use, to earn their livelihood.
Access to finance is a critical factor for growth at levels of society.
Imagine this, even with so many PSU's, NBFC's, Private Sector Banks etc we are still a hugely under banked society so what different is a handful more of payment banks going to make to the overall pie ?
I think there is a enough business for many more institutions at these levels.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (06-10-2015)
Caution there. there are some 15 similar sized companies in the same vicinity of 30KM radius, famously the Raasi Cements which was forcefully took over by N Srinivasan of India Cements and Ex BCCI president in 90's. The area is rich in lime stone on both either side banks of Krishna river which falls into both states, Deccan I suppose is on Telangana Side and India Cements also on Telangana Side, then there is penna, duncan, KCP etc etc ... Mostly all political big pins own a medium size cement plant in AP & TG. I am not sure of the dynamics of market but usually most politicos are also big contractors here, so usually the cement plants are for kind of captive consumption ... Some one should through a light on corhporjate governance and pollution issues beand union issues ... Historically its a naxalite effected areas but nothing dangerous happening now but still I guess AITUC is having a strong union in these areas.
MPS Ltd (06-10-2015)
Thanks a lot for your brilliant analysis as usual 
My only worry is the amount of time the management is taking to deploy the QIP proceeds and with no news whatsoever about it (the upcoming Q2 results and concall could throw some light).. The waiting time is too much and i must say that this is truly testing one's patientce
On a personal note I had missed out on opportunities like Jubilant Lifesciences, Kitex and 8k miles but i believe that this is one stock that should be part of one's long term portfolio regardless of the short term vagaries.
Regards
Sreekanth