I thought that they have a good brand there. Don’t you think they can leverage Charminar Brand for AAC ? Also L1 orders are meant for Government, I was talking about consumer play in AAC blocks. I think there are many businesses with little moats but great brand (brands become the moat). Don’t you think they can do that? I have not done any scuttle but as I was based in North India earlier and have recently migrated to Bangalore.
Posts tagged Value Pickr
Varun 2020 portfolio – 2 strategies (29-09-2015)
@varvp14 just for informative purpose want to ask your view on Edelweiss. I just checked screener for it. 2 things which bothers me is Promoter Pledging [~53 %] and its D/E 7.46. Doesn’t these things is a concern. Again I am asking this just for informative purpose as I am a naive and want to understand the thinking proces. Thanks in advance
HIL – Eco (onomic) friendly way to play rural prosperity in India (29-09-2015)
The problem is neither mutual funds nor FII’s want to touch this stock because of the fear that asbestos is banned in all developed countries.
Also AAC blocks is a commodity with low entry barriers and no brand (read the MD & A in their AR) and is sold purely on L1.
Agree on the quality of management etc.and debt free company – but CK birla has little or no concern for shareholder value.Said all this, i had a decent run – I made 40% in about 15 months or so but I don’t see the PE re-rating anytime soon here. it will take 2-3 years of consistent performance for the market to get out of this,
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Seems like lot of regulations for those who are in US now. Just wanted to know US based NRI’s are building there portfolio?. I still have my old demat account but didn’t do any trade once my status changed to NRI. I have been doing my investments on my family account. But now started facing tax questions as it grew bigger. Please let me know the options available for me. thanks
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
News Report on Upgradation of Skipper Rating by CARE:
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
Board Meeting on October 05, 2015 | 26/09/15 19:11
Skipper Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 05, 2015 inter alia to consider acquisition of a PVC plant and approving Employee Stock Option Plan.
Further, the Company has informed that the trading window of the Company will be closed from September 28, 2015 to October 07, 2015 (both days inclusive).
http://www.bseindia.com/corporates/anncomp.aspx?scripcode=538562&type1=1
ps: I have invested in Skipper today! 
My richdreamz portfolio – visit my portfolio to learn together! (28-09-2015)
Little thought on Page before I hit bed:
Page industries (28-09-2015)
So, you want to know why Page is so highly (richly) valued? The more I research various other stocks/sectors for investment the more I get to understand Page :-).
There are companies which have super ROCE, good FCF, tempting dividend yield, low capex, ethical management, durable moat BUT they lack REVENUE GROWTH. They strive very hard for a 15-20% growth. Some through inorganic route, some through organic.
Page has all the above and a superior sales growth (even during the times of low economic activity) – what a combination to have?! Page does NOT age!
Disclosure: I hold page as indicated in my portfolio.
Screener.in: The destination for Intelligent Screening & Reporting in India (28-09-2015)
Attaching Basic version of excel for data from Screener. On 1st sheet data can be pasted as it is from page. 2nd sheet gives analysis of key financial ratios etc.
Make shift arrangement till excel download feature works on the website.
Regards
Ankush
dharamsi Moraji.xlsx (49.2 KB)
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (28-09-2015)
Technically more pain seems to be in store at PI (both time and price wise )