Seems like lot of regulations for those who are in US now. Just wanted to know US based NRI's are building there portfolio?. I still have my old demat account but didn't do any trade once my status changed to NRI. I have been doing my investments on my family account. But now started facing tax questions as it grew bigger. Please let me know the options available for me. thanks
Posts tagged Value Pickr
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
News Report on Upgradation of Skipper Rating by CARE:
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
Board Meeting on October 05, 2015 | 26/09/15 19:11
Skipper Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 05, 2015 inter alia to consider acquisition of a PVC plant and approving Employee Stock Option Plan.
Further, the Company has informed that the trading window of the Company will be closed from September 28, 2015 to October 07, 2015 (both days inclusive).
http://www.bseindia.com/corporates/anncomp.aspx?scripcode=538562&type1=1
ps: I have invested in Skipper today! 
My richdreamz portfolio – visit my portfolio to learn together! (28-09-2015)
Little thought on Page before I hit bed:
Page industries (28-09-2015)
So, you want to know why Page is so highly (richly) valued? The more I research various other stocks/sectors for investment the more I get to understand Page :-).
There are companies which have super ROCE, good FCF, tempting dividend yield, low capex, ethical management, durable moat BUT they lack REVENUE GROWTH. They strive very hard for a 15-20% growth. Some through inorganic route, some through organic.
Page has all the above and a superior sales growth (even during the times of low economic activity) - what a combination to have?! Page does NOT age!
Disclosure: I hold page as indicated in my portfolio.
Screener.in: The destination for Intelligent Screening & Reporting in India (28-09-2015)
Attaching Basic version of excel for data from Screener. On 1st sheet data can be pasted as it is from page. 2nd sheet gives analysis of key financial ratios etc.
Make shift arrangement till excel download feature works on the website.
Regards
Ankush
dharamsi Moraji.xlsx (49.2 KB)
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (28-09-2015)
Technically more pain seems to be in store at PI (both time and price wise )
Vardhman Acrylics – A hopelessly undervalued stock (28-09-2015)
Hi
Just wanted to share my views on Vardhman
Recent Developments :
Raw material price Acrylonitrile has fallen from Rs.134 per kg (incl. duty ) in Sep 14 to Rs.83 per kg in Sep 15 due to crude effect. ACN is 90 % of Raw Material Cost.
Acrylic Fiber landed cost, as per import data is marginally down from Rs.180 to Rs.133 in the same period.
Anti Dumping Duty - Govt has imposed Anti Dumping duty on Acrylic Fiber imports from Thailand of USD 162 per MT w.e.f 1st June 2015 for a period of 5 years. This gives additional margin / EBIDTA of Rs.10 per kg. Thai Fiber Imports account for 65 % of total Acrylic Fiber imports during FY 2015.
Cumulative effect of the above - Positive to VAL due to increase in margin and lesser import volume. EBIDTA for FY 2016 - Rs.65 cr + approx
Currently, ACN landed cost is Rs.93 per kg and AF is Rs.157 per kg factoring Customs and Anti dumping Duty.
As a result, Delta (Diff between RMC and Fin Good) up from Rs.39 to Rs.64 per kg.
- Promoter stake increased from 58 % to 75 % between 2013 and 2015 through Buyback and Market Purchases. A positive feature. Potential merger with Vardhaman Textiles owing to synergies?
Valuation :
Current market cap is Rs.240 cr. Cash equivalent as of 31st March 2015 is Rs.260 cr. Debt Free
Core business, EBITDA expected at INR 65 cr for FY 2016. Company available free Mcap (ex-cash).
Company has excellent Management Bandwidth, Debt free, cash rich, good EBIDTA outlook and very cheap valuation.
Something amiss ? Or is it a Hidden Gem?
Kitex Garments another Page industries? (28-09-2015)
Guys,
Please hold your horses. Please do not encourage new threads - on locked threads
Requesting you Admin to review opening up Kitex original thread again (with suitable warnings to repeat violators, if need be)
a) cluttering up messages were deleted some time back
b) cooling period of a few weeks are over
c) Main concern/irritant/cluttering cause - the presence/absence of 200 Cr Cash seems to have been settled
Requesting everyone to not to post here, but wait for a couple of days for Admin to review.
Thx. Been tied up completely with attending to personal matters. Hope to be back in regular circulation after a week or so
Screener.in: The destination for Intelligent Screening & Reporting in India (28-09-2015)
Hi ayush, I am accessing screener.in from Muscat , not able to see export to excel tab , neither the new front end nor any of recent changes done. Are there any geographical restriction?