Bloomberg or any such terminal will give you that. Some brokerage houses may also give you (I know Kotak Institutional Equities does)
Posts tagged Value Pickr
Nifty PE crosses 24|A statistically informed entry-exit model! (02-10-2015)
Wow...thanks for highlighting this Krishnaraj
I understand you said there are no free sources for getting the consolidated earnings. So can you share any paid ones?
Nifty PE crosses 24|A statistically informed entry-exit model! (02-10-2015)
I read this (1st post and other subsequent ones I glanced through) and the data is incorrect. That's because this NSE source gives you standalone PE ratios and related measures. That's incorrect because you need consolidated earnings to know how much your stock has made for you.
There is really no free source I know that gives you consolidated earnings of Nifty. I compute it for my analysis and am attaching it here (unformatted so apologies in advance). It shows that as of 25 August (and Nifty hasn't moved much since) the trailing PE is 19.43. NiftyQ1FY16.xlsx (21.9 KB)
Over the years as firms have expanded the gap between standalone and consolidated earnings have widened. I wrote about it in alphaideas here - A company should be known by the companies it keeps. So looking at standalone earnings may be deceptive.
GRUH Finance – mini HDFC (02-10-2015)
In an era before most Indians had even heard about ‘credit score’, GRUH came up with its own assessment system. Today, once a borrower’s income details have been verified, all data is put in a software that looks at 23 parameters to determine eligibility. It’s a home-grown system that has been refined over the years, according to Suresh Iyer, general manager, operations at GRUH.
Read more: http://forbesindia.com/article/work-in-progress/building-homes-the-gruh-finance-way/34819/0
Supreme Industries (02-10-2015)
The management quality is fantastic. I have been owning and holding this company for around 10 years now. What is interesting is the way they have been able to move away consistently from low margin, low ROE businesses. But one has to be vigilant in terms of the future. The scope for improving margins is more limited now. Their ability to grow profits at 25%+ for the next 5 years is not very certain, at least to me. The composite cylinder business area is an interesting one and may surprise on the upside. Otherwise, this is likely to to have muted growth for the next few years (10-12% revenue), before actual GDP growth kicks in. PE re-rating options are limited, in my opinion.
MOLD TEK PACKAGING—dividend plus growth (02-10-2015)
Not met yet, meeting got cancelled.
GRUH Finance – mini HDFC (02-10-2015)
yes Gurjot I have read it somewhere and then after reading that report I bought Gruh finance.
I definitely find out and share with you.
TAKE SOLUTIONS LTD- will you take it? (02-10-2015)
I couldn't find any notes or details on the low taxation in AR . Take is located on the shriram SEZ perungulathur near chennai. The SEZ must be providing tax holiday, not sure about the duration available in Takes case.
GRUH Finance – mini HDFC (02-10-2015)
Good points ...I agree due to dividend we must value gruh on pe basis . If it grows 25% i think PE of 25 is ok - which means on expected eps of about 7 for fy ended 31.03.2016 we get abount 175 levels.Post this time correction can happen and then should start discounting eps for the next year .
Now if we look at gruh on book basis at 8 p/b we get about 160 .
So 160-175 can be strong floor . If this does not happen then either time correction or strong break out about 320 to signal that something good is happening in this co which we do not fathom.