The Most Valuable Commodity Is Information!

Posts tagged Value Pickr

Canfin homes ltd (20-10-2015)

http://www.investopedia.com/articles/stocks/05/062905.asp

Article mentions rights issues dilute the value of each share of the company. Wikipedia mentions a broader definition of equity dilution is any activity that reduces the per share value of the company.

Anyway, the technicality is not important. Was your point on trying to correct the words I’ve used or that markets view rights issue / equity share capital expansion / other forms of equity dilution separately, hence different valuations may be granted based on equity capital expansion / equity dilution?

All News   

INDIGO ready for takeoff :airplane: (20-10-2015)

THANKS

divident by indigo ipo explanation by deven choksi and kapil kual of CAPA.

http://www.moneycontrol.com/news/business/39indigo-promoters-have-to-be-consistentdividend-policy39_3686561.html

All News   

Canfin homes ltd (20-10-2015)

Q2FY16 Investor presentation for CanFin has been uploaded on the website – http://www.canfinhomes.com/Can%20Fin%20Homes%20-%2030-09-15.pdf

Great performance backed by expanding NIM’s — increased to 3.1% in Q2FY16 from 2.4% in Q2FY15 (3.04% in Q1FY16);

Loan book has jumped 30% to 9300 crore compared to Q2 last year (7000 crore)

Also good to see that rapid growth is not at the cost of asset quality – GNPA is under control at 0.26% and NNPA is almost nil.

All News   

Canfin homes ltd (20-10-2015)

Hi Gurjot,

I think in my limited understanding earnings growth of 47% should be called as effects of Equity Share Capital Expanding and not of Equity Dilution. Equity dilution means reduction in the proportionate holding of a shareholder as a result of company issuing additional shares to others, say for e.g. effect of conversion of warrants issued to promoters.
Canfin had issued rights and hence I think this should not be called as equity dilution :smile:

Regards.

All News   

Somi Coveyor Belts (20-10-2015)

are you sure that revenue of 350 crs is possible? how many years would it take for them to ramp up their operations.

All News   

REPCO home finance – another Gruh in the making? (20-10-2015)


Sir, nim as % of advances is 18/500 = 3.6% isn’t it?
and 22/500 = 4.4%

All News   

GRUH Finance – mini HDFC (20-10-2015)

Hi Gurjot,

It’s more of the former.
At the time of initial purchase it was roughly at 4-4.5 PB. So, close to 5x returns in 4 years are influenced as much by the valuation multiple expansion as by increase in BV. Going forward, even in best case am expecting the price to track the company performance (20-25%) and not expecting any further expansion in multiples.
Looking for some alpha other places :smile:

Regards
Raja

All News   

STL Global Ltd. (532730) (20-10-2015)

The stock has been gradually inching up for the last month or so. Can some Delhi based Value pickr do some scuttle butt? If the project is nearing completion or if the sales are picking up in the area, then this story has a long way to go.

All News   

Realtime Alerts for BSE Corporate announcements (20-10-2015)

@sunilsurana

Thanks for this wonderful tool.

Have always received all alerts simultaneously with upload on BSE website.

However for Can Fin – Even though I’ve subscribed for the updates I didn’t receive the results alert today in my mailbox. Wondering why?

All News   

INDIGO ready for takeoff :airplane: (20-10-2015)

http://www.livemint.com/Money/5XaWP7WXRMkBmupBThNliJ/IndiGo-scrapes-the-bottom-of-the-barrel-investors-fume.html

IMO the dividend was a smart play by the management to pare off profits in view of lower aviation fuel costs.

Reflects very poorly on the management anyways the IPO seems to be garnering good response.

All News   

Latest News