Gruh first corrected from 300 levels and is hovering near 240 which is 20% down. Page has indeed corrected the most from its top in recent history. But volatility has seen a general increase in this counter since inclusion in FnO.
Page is my top holding and at 45x 1-year forward (my estimate) its starting to look interesting. If it follows same pattern as Gruh then there will be ample opportunities to buy.
Not a reco. Standard disclaimers apply.
I am surprised to see, there is no reply even after the stock has surged to 400 in last three months.
I am holding the same since two weeks, though want to continue holding till March 2016.
Request to share your views now, especially on downside risk side.
Hi!
I would like to bring it to your kind attention that I tried accessing the google drive using the given credentials. However i got an error that “google doesn’t recognize that email”. I have tried searching the forum to find out if there has been a change in the credentials to access the drive. There seems to be no further discussion on this.
Would you kindly look into this and help me access the google drive?
Thanks!
RK Damani has also built the hugely successful D-Mart when other retailers are struggling..Whenever i goto any of the two D-marts in my city..I see its fully packed to even move about freely on any day of the week…Since he is already into the retail business , he may be looking at the future potential of cold storage..as lot of food is wasted due to poor or no storage options…As per the valuations, only time will tell if it continues to trade at a premium.
Few other thoughts..
Meanwhile, latest US mothly import (for July).
http://www.stoneupdate.com/us-stone-imports/statwatch-monthly-report/934-statwatch-stone-july2015
Meanwhile, latest US mothly import (for July).
http://www.stoneupdate.com/us-stone-imports/statwatch-monthly-report/934-statwatch-stone-july2015
Supreme industries seems to have better RoE with lower debt…and both are almost at the same P/E…so why not supreme ? though I feel both are fully priced with no MoS…just my thoughts…
I think hindustan media ventures is hugely mispriced…..given its last 5-6 yr track record, cash on books, management’s clear intent on spending this cash on inorganic growth( being able to enter new territories in this industry is hugely challenging ), high return ratios, easy cash flows, resonable growth etc.
Ibuprofen maximum dosage use in adults is 400,800 Mg so this will be big boost up if things work out in their fevour. India brufen is brand leader & in combination with paracetamol combilam.