Posts tagged Value Pickr
Capital First – 72% Held by Warburg Pincus (03-09-2015)
86 M Doesnt fully explain the increase... total increase was 200M though... any clue about the rest of the provisioning ?
My Portfolio – Need Suggations from Value Members (03-09-2015)
Hi Pressy79t - I bought Vakrangee @ Rs 100. Rest are at -
La Opala @ 438
CENTUM - @ 737
JAIN IRRIGATION - @ 58
ORBIT EXPORTS - @ 403
SARLA PERFORMANCE @ 554
Making some 3% returns in 45-60 days.
Thanks
CCL Products (03-09-2015)
Devaluation will make life difficult for exporters, how exactly?
GRUH Finance – mini HDFC (03-09-2015)
Saw an advertisement "HOME LOAN FOR ALL" along with a toll free number (18002335300) from Gruh Finance in yesterday's prajavani newspaper (leading kannada daily). Good to see Gruh doing advertisements. I hope they are getting serious about the market beyond Gujarat and Maharastra.
Disclosure: Invested
GRUH Finance – mini HDFC (03-09-2015)
Detailed coverage on Gruh by Motilal Oswal.GruhHome 2015091.pdf (695.5 KB)
CCL Products (03-09-2015)
Vietnam has devalued the dong for the third time this year. This will make life difficult for coffee exporters like CCL
Quoting the Hindu - "CCL Products, which exports to about 56 countries, has so far shipped about 24,741 tonnes of instant coffees in the current calendar year. Tata Coffee has exported about 10,207 tonnes, while Nestle with 8895 tonnes were the other large instant coffee exporters."
My Portfolio – Need Suggations from Value Members (03-09-2015)
HI brajeshrawat - Just curious to know at what level you enter Vakrangee as stock gone to around 140 level and came down to 90. I also want to purchase this stock. If it is fine for you, let me know at what levels you bought remaining of your holdings.
TCPL Packaging Ltd. — Statistical Facts & Figures — Views Invited (03-09-2015)
TCPL packaging fell today while the entire market picked up. I think this is a counter intuitive trend. The Guwahati capacity is already in play and as capacity utilization increases, the overall margins will go up. This is because, the Guwahati factory is already running and incurring the fixed costs of rent, electricity, salaries etc. Any incremental capacity utilization will directly result in the total margin being added to the bottom line.
Moreover, it shows a lot of business strength to be capacity constrained in a market which is marked by over capacity. Being from the FMCG line and having dealt with them earlier, I see a much brighter future for them.
Anuj
Discl: Invested and accumulating
Dynemic Products (03-09-2015)
Sales growth of Vidhi is far better than Dynemic..evn for last quater Vidhi result was far better than Dynemic