Cons. Revenues up 20%
Pat up 240%
Quartz grew 50%+
Granites Degrew
I think there must be competition for the quartz business in India. As per Stoneupdate content, if they were monopoly, they should have grown by more than 100%
Posts tagged Value Pickr
POKARNA LTD ( Stock opportunities ) (29-10-2015)
Torrent Pharma Ltd (29-10-2015)
30th Oct 2015 – Torrent Pharma @ 5:00 – 022 3938 1028
Torrent Pharma Ltd (29-10-2015)
Any member having conference call details, please share.
Thanks in advance.
Dhiraj
Kitex Garments Limited (29-10-2015)
This is great. Thanks. The bummer is the timing though. Right in the middle of the working day. Will try to get in though!
Consolidated Vs Standalone Finanacial statements (29-10-2015)
the valuation is done on consolidated numbers. one should investigate both numbers (standalone and consolidated) as it will give u in-depth knowledge abt the co.
Consolidated accounts for the subsidiaries as well. Lets say your company ( the parent company) has 60% stake in its subsidiary, then for calculating consolidated net income, you will add the standalone numbers and the subsidiary numbers and subtract 40% of net income of the subsidiary as the minority interest ( look up its meaning on google).
Yes bank (29-10-2015)
I just ran a screener for yes bank, Axis bank, ICICI ,and Kotak,
Yes Bank has performed well in all the parameters,( unfortunately not able to copy )
It is a matter of time that market realises the true potential of this bank
Kitex Garments Limited (29-10-2015)
Concall details
India +91 22 67468356/ 39381079
Please dial in at 11:55 hours IST
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (29-10-2015)
(post withdrawn by author, will be automatically deleted in 24 hours unless flagged)
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (29-10-2015)
Timing: 02:00 pm IST on Thursday, October 29, 2015
Conference dial-in Primary number
+91 22 3938 1071/ +91 22 6746 8354
India Local access Number
6000 1221 (Accessible from all major carriers except BSNL/MTNL)
3940 3977 (Accessible from all carriers)
Yes bank (29-10-2015)
Q2 results –
http://www.moneycontrol.com/livefeed_pdf/Oct2015/Unaudited%20Financial%20Results%20Q2_YES%20Bank.pdf
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CASA up 330 basis points from 22.5% to 25.2% . Interest rate on SA reduced to 6% from 7% wef 1st Nov.
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CASA+Retail FD is 52.5% of total deposits compared to 42.9% an year ago
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SA (saving deposits) grew 61.7% yoy.
The bank has better visibility than even the larger banks like icici and axis due to cash backs on snapdeal, amazon etc. , attractive interest rates, which in my view is the reason why the CASA+Retail FD is growing at a massive pace.
Even as of now, it has a long term(10 yr) RoE of 21.6%.
The above plus the emphasis of retail lending would help re-rate this stock over time imo and together with 20-25% growth, capital raising (via ADR) at good valuations hopefully, this stock can even quadruple in 3-4 years if all goes well.
Disc.: invested