Canfin after the run up seems to be approaching fair value but if it can keep up the promised and expected growth of 30% or thereabouts, valuations can sustain and can even get richer.
Posts tagged Value Pickr
Eicher Motors (01-10-2015)
Eicher makes trading margin on Volvo trucks…so you are right on the realisation front but profitability will be lower.
Hitesh portfolio (01-10-2015)
myprasanna
hi
i am new to forum so,,,,,be cool…….and as dealer in seed ,pesticide and fertilizer.
KSCL IS down …still cotton rates are down .one”s cotton rates pickup farmer will shift from other crop to cotton.this year to dealers will book less quantity with co in advance.
Torrent Pharma Ltd (01-10-2015)
Novartis may appeal. The last word on this is not yet out !!
PS – invested in Torrent pharma….feel like @sinha124 above. views may be biased
Eicher Motors (01-10-2015)
Great Show by Eicher on RE and CV front.
On analysing number in details. Undestand that growth in RE is more in <350 CC as against >350 CC,
While in CV case, Bus segment has shown marginal growth with higher growth >16 tonnes trucks has almost double during September 2015.
My assumption is Volvo Truck >16 Tonne Eicher truck has better profitability and realisation vis a vis LCV and Buses. If anyone has view about same, please share.
Thanks in advance
Duke Offshore – Hidden Gem? (01-10-2015)
@pratyushmittal: Do you have 5% holding in Duke offshore as shown in shareholding pattern against Pratyush Mittal?
REPCO home finance – another Gruh in the making? (01-10-2015)
Rating upgrade will help in Repco gaining margins similar to Gruh. It is worth noting that Repco is rated just one notch below Gruh now.
The whole play on Repco now is improvements in NIM and the whole story of growth.
Torrent Pharma Ltd (01-10-2015)
The torrent stock looks terribly undervalued to me. If you take FY 16 EPS, the forward PE is only 15-16.
So, even if the PE corrects to 25/30, for high quality pharma company, this could give superb returns. But one has to be patient for these things. It looks like a mis priced bet or am I missing something ?
Re rating after Q2 may be ?
Disc : invested