http://www.moneycontrol.com/livefeed_pdf/Sep2015/720CC366_D1B4_4205_92CF_651ABA13E0BA_192559.pdf
Is that above news reason for recent rally? But these brands are not new I think. Any other updates?
Disc: Taken small position
Posts tagged Value Pickr
MOLD TEK PACKAGING—dividend plus growth (18-09-2015)
@ankitgor44
1) as was said earlier, there are some other companies making IML mold like jyoti plastics. so is mold tek just ahead of the curve and having good time for 2-3 years or does it have a moat that can last long.
2)whats the status of lube. how was it accepted. whats the reaction. will we see the impact of the lube in Q2.
3) how does the management divide time and focus between mold tek plastics and mold tek technology.all the three main promoters are active in both companies. any plans to make one person the main CEO so that he can focus only on plastics without worrying about the technology.
thanks
Prof. Sanjay Bakshi’s Lecture link (18-09-2015)
https://www.farnamstreetblog.com/2015/09/sanjay-bakshireading-mental-models-worldly-wisdom
Sanjay sir’s interview on farnam street blog
SKS Microfinance (18-09-2015)
A ~16% correction in stock price today, and about ~35% correction from the recent highs. Is this only because they failed to get small banks’ license? I think that is only the symptom. With the advent of small banking license the nature of competition SKS’ faced could be different.
After the MF crisis, SKS was successful because SKS had access to large amount of capital at competitive rates(as this was a listed company) and as a result it was able to fund(lend) growth much better than its competitors. Now with the advent of Small Bank licenses, these 10 smaller banks will also have access to large amount of CHEAPER capital. Now SKS will face much stronger competition. Having said this, these things will take time to materialize. It will be atleast 2-3 years before SKS has full blown competition.
SKS’ next steps will be interesting –
1. Are we going to have a competitive industry – lower NIMs?
2. Will SKS sit quiet and continue with its existing strategy – In that case, will they be able to continue to grow at the same pace? (my view is this segment is still under-penetrated, and there is room for every player to grow. its not as competitive as the urban Housing Loans market)
Here is where the importance of the key-man(CEO/MD) changes the outlook of how a company stands out from the rest.
Interesting times ahead!
Thanks,
Ravi S
Disc – Continue to hold SKS. The allocation though has come down significantly as I increased my overall PF size in the last few months.
VP Presentation at FLAME: June 27-28, 2015: Ayush & Donald (18-09-2015)
Mr.richdreamz,
out of curiasity only I put my mail. nothing more than that. Take it in a lighter vein gentlemen.i don’t expect any free meal.
VP Presentation at FLAME: June 27-28, 2015: Ayush & Donald (18-09-2015)
Such guts to ask a question like above? I’m not by any means a stalwart but let me tell you, the seniors here layout a framework and develop thought process so members can develop their own thinking and come up with ideas and put forth for forum member’s suggestions/opinion/criticism to develop a story further. It is neither the responsibility of the seniors/moderators nor they work for us to come up with ideas regularly for your/others to invest.
I’m sorry if my post hurt you, but just could not take it that way and it is not my intention to hurt someone.
This is a beautiful forum and let the members contribute for mutually beneficial association. It is better that seniors teach us to fish rather than provide a daily sustenance of fishes for consumption.
Moderators – please feel to edit my post if you feel so.
PVR Ltd.- Lipstick of the Common Man? (18-09-2015)
They already talked about Bahubali and Bajrangi on last earnings call so might have frontloaded revenue numbers.
There could still be some surprise element from other releases like Welcome Back. In long term, I am not enthused about PVR for the following reasons.
1) Company does not have strong capabilities of merger integration and have overpaid for acquisitions. They wrote-off Rs305 crore in goodwill from Cinemax’s deal, which was valued at Rs543 crore.
2) Management ignored lessons from Cinemax’s deal and paid a higher multiple for DT Cinemas’ acquisition. They might write-off goodwill soon after realizing that they overpaid for the transaction.
3) Management has reduced its stake significantly, which most VPers have already discussed here.
4) Sellside has been modeling 4-5% constant increase in ATP without realizing that blended ATP would either come down or stay stable as pressure from small town expansion kicks in. If PVR wants to deliver on its growth plans then it would have to open significant number of theatres in small towns. Average ATP in small towns ranges between Rs80-Rs120, while PVR’s existing ATP is close to Rs180.
5) PVR might also face lower occupancy in small towns. Most of the new construction is happening in suburban areas in small towns, where footfalls are lower compared to central locations. In absence of location advantage, PVR’s theatre might face lower occupancy. I already notice this effect in some small towns.
6) PVR’s levered balance sheet and merger history does not give me any comfort in investing in PVR’s stock.
VP Presentation at FLAME: June 27-28, 2015: Ayush & Donald (18-09-2015)
I have not seen any new stock findings from the Stalwarts. why?
PC Jewellers (18-09-2015)
Anyone attending PCJ AGM tomorrow? Its in Delhi…..
Any feedback would be highly appreciated.
Cheers
Neil Bahal
POKARNA LTD ( Stock opportunities ) (18-09-2015)
Latest report on US Countertop market expects fastest growth of Engineered stone amongst the regular options
http://www.investorideas.com/news/2015/homebuilder/09173.asp