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Posts tagged Value Pickr
S.H. Kelkar Ltd (22-10-2015)
Why is it raising capital if there is no CAPEX need for a long time to come?
S.H. Kelkar Ltd (22-10-2015)
Doesn’t they deliver to deodorant companies and also does they have any pricing power in the form of moat ??
S.H. Kelkar Ltd (22-10-2015)
when is their IPO ?? is it worth applying?
CCL Products (22-10-2015)
The valuation does seem stretched.Mr Market seems to anticipate an outstanding growth or has a high degree of confidence on future earnings.In my opinion this is a good company but currently does not offer any margin of safety.
Chemicals and Speciality Chem space in India (21-10-2015)
Does Grauer & Weil belongs to this space?
Chemicals and Speciality Chem space in India (21-10-2015)
http://www.makeinindia.com/sector/chemicals/
Mitsubishi Chemical Corporation (Japan)BASF (Germany)ADEKA (Japan)Akzo Nobel (Netherlands)DuPont (USA)Syngenta (Switzerland)Croda (UK)DyStar (Germany)Henkel (Germany)Dow Chemicals (USA)Rhodia (Belgium)Wacker Metroark (Germany)
are the foreign investors in this space. Found this on Make in India site
Chemicals and Speciality Chem space in India (21-10-2015)
Many companies are in process of implementing big capacities..in many cases as big as mkt cap or balance sheet size…many have improving profitbitliy and Return ratios..(Dai Ichi Karkaria, Alkyl Amines, Dynemic Products looks interesting)
Disc- Invested in names mentioned.
CCL Products (21-10-2015)
Personally found NOTHING wrong with the management interview.
He compared 1st Half’15 figures with 1st Half’16 figures and said there has been a growth in the numbers instead of a decrease which is true as well.
I don’t think there is any denial mode in the management’s comments. They are extremely confident about achieving their guidance numbers of 1000 cr yearly revenue (which is 20-25% growth and not a very high target).
Senior management of businesses are not sitting puppets to simply accept the biased/twisted views of the TV analysts. They can easily have the same lens of the management but would rather focus on all the negative aspects. (weak numbers, de-growth, etc)
Personally, would love to hold a big chunk of CCL in my portfolio but current valuations mean the growth story must continue for quite a few years for good returns. Waiting for it to cool down or as BM says “The stock market is a flowing river with plenty of good fish”
GRUH Finance – mini HDFC (21-10-2015)
Motilal Oswal research report dated 19 10 2015, recommends buyMotilal oswal report Gruh finance 19 10 2015.pdf (373.0 KB)
Valuation and view: GRHF has performed impressively and delivered CAGR loan
book growth of 29% between FY10 and FY15, coupled with 24% net profit growth.
The company’s presence in affordable housing segment in rural areas provides
pricing power on the asset side, with cost of funding at par with large HFCs, low C/I
ratio and impeccable asset quality expected to drive earnings growth in near to
medium term; we expect a strong 28%/25% loan growth/earnings growth for the
next three years. We marginally cut our FY16/17 estimates by 2% to factor in
higher opex and credit costs. Buy