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Posts tagged Value Pickr

GRUH Finance – mini HDFC (23-09-2015)

How big is the size of oppurtunity? This is equally important. We have a mortgage to GDP ratio of abt 10%. Sometime back I read the scope is huge ie untill Ranbir Kapoor becomes dada. India has abt 6.5 l villages and abt 90% of them have a population of 2000 or less. I think the pie is big and with a sustainable long term GDP growth of 7%, it will only get bigger. Besides, both Gruh and Repco lend to salaried and non salaried low ticket clients. That for me is the moat. Not easily replicable. Specially the non salaried class.

Discl: Invested in Gruh and Repco

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Motherson sumi : Recent opportunity to buy (23-09-2015)

Consolidated TTM p/e is 20.55 according to screener

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Need serious Help with my portfolio should I stay Invested or pull out (23-09-2015)

Why are you worrying about your portfolio. Your stock picks are absolutely fine and the price points are not very high except in few cases. There are only two stocks you need to think about but may not take any action immediately - SJVN and Gujarat Minerals. Give your portfolio some time - avg down on the stocks you have very high conviction and let the market rise. Everything else will take care itself.

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Motherson sumi : Recent opportunity to buy (23-09-2015)

  • motherson derives more than 85% of sales from exports and this are saturated markets so what will be demand growth there
  • what will be effect of disruptive tech. like uber (ease of hiring &car sharing may reduce overall demand )
  • till now company as g**rown by acquisition weather they can continue same** is also a question
  • as they operate in space which is labor intensive are there any hidden future exp. like pension liabilities (because seller is not fool to sell good company (which can be turn around easily) so cheap)
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Varun 2020 portfolio – 2 strategies (23-09-2015)

Portfolio update -

Added more Axis Bank, Care Ratings and Delta corp to existing holdings in Yesterday's downfall. As expected market went into tail spin.

Valuations wise there is hardly any margin of safety in Havells India however when I look into the market cap of about 15000 crore only, the management credibility and ability and the huge opportunity they are staring it with a terrific story developing around it, the stock seems to be a screaming buy. This dichotomy is difficult to overcome for me when I saw an old video of Mr. Ramdeo Agarwal and took 30% positions of what I want to invest and will wait for further correction.

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Motherson sumi : Recent opportunity to buy (23-09-2015)

With a market cap of over 30000 crore and PE of almost 37-38 on trailing basis this still looks expensive. I find correction an excuse to bring it to may be normalized PE levels.

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Motherson sumi : Recent opportunity to buy (23-09-2015)

To my untrained eye EOD chart shows trend reversal with volume today. It would be nice if someone like @hitesh2710 or @ajit001 can give an opinion.

Disclosure :- I frequently make mistakes with charts. Do not base your trades on my analysis

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Tree house education and accessories ltd. – Potential candidate for improvement in RoE (23-09-2015)

If anyone going to AGM of Treehouse on 25th Sept, Please raise one question on behalf of me that **We have provided Rs.28 crs as a Deposit for K-12 schools in this year and we are allocating these deposits since Fy11. all to gather we have provided around Rs.151 crs as K-12 deposits ,So how long we are going to allocate these deposits from hereon and how much more we are expecting?

Please raise this question on my behalf as i can not attend AGM due to some personnel reasons.

Thanking you,

Prashant

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Motherson sumi : Recent opportunity to buy (23-09-2015)

Couple more forbes articles

http://forbesindia.com/article/work-in-progress/how-motherson-sumi-became-a-giant-auto-parts-manufacturer/34693/1?utm=slidebox

http://forbesindia.com/article/fourth-anniversary-special/vc-sehgal-we-entrepreneurs-are-a-bit-insecure-thats-why-we-control/35375/1?utm=slidebox

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Motherson sumi : Recent opportunity to buy (23-09-2015)

I observed the same in the last earnings con call. someone asked about the possibility of being squeezed by the companies they supply to. (margin pressure related question). he was very upset with that question and replied in a very arrogant manner. his tone was very bad. he said they were not a vegetable vendor or something like that. ( i don't remember the exact words)

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