Thanks. Will do a detailed analysis.
Posts tagged Value Pickr
Indocount notes from AR (14-09-2015)
The stock seems to have given superb returns..its a 35 bagger in the last two years…from around Rs 26 in Sep 2013 to CMP of Rs 894….how does this stock compare with that of Ambika Cotton ?
Cupid Ltd – Helping the world play safe! (14-09-2015)
One interesting fact to note about Female Condom Market. I was under impression that the Female Condoms sale will be going upwards globally. But if we see the sales of the closest competitor of Cupid (FHCO) I find that the sales are declining Year on Year for them. Also the stock price also plummeting since 2013. I found out that the company stopped paying quarterly dividends to do the acquisition of other players and due to that sell off in stock price happening. Link .
There may be few things for this decline in Female Condom sales for this company
1. The company is facing tough competition from the competitors in the Global tender market(Cupid), but again their product is different polyurethane vs Cupids which is Natural Latex
2. The pressure may be there on the company(FHCO) due to currency fluctuations. They are having plant in Malaysia
If the first point is valid then we will be having a stellar growth rate for Cupid.Views invited.
Again, the recent presentation from FHC states that the Global Condom Public Health market is $400-500 Million. Link
Disc- Not Invested, On radar
Heritage foods (14-09-2015)
In Telengana / Hyderabad the govt promoted milk cooperatives Amul, Mother’s dairy , Karnatakas Nandhini seem to have joined hand to achieve multiple motives.
1) Political vendetta to squeeze out Mr C.Naidu promoted Heritage.
2) Unfair subsidization in milk purchases offered by the govt to cooperatives . To the point where private players can’t compete with price. Resulting in Cooperatives getting market share/cornering the market by unfair means
Questions on impact on heritage foods
-Has Heritage completely exited telengana?
- Is the large 3500cr Hyderabad market out of bounds to Heritage foods?
VP members from Ap / telengana please provide your valuable inputs.
Larger question
Can this kind of cooperatives push/cartel spread to other states like Tamil nadu ? Team up with local cooperatives like aavin to stop the private dairies like hatsun from gaining market share?
VP members following the dairy industry please provide your inputs.
Disclosure : Not invested in heritage or hatsun.
Hitesh portfolio (14-09-2015)
hi sri krishna,
de mergers could be a starting point to investigate the company for a possible high return story. But it will need detailed homework and analysis of different scenarios to come at an investment decision. I havent yet looked at arvind de merger story so not much idea about that.
If you have got the details worked out then you can start a thread on the same and get feedback from guys tracking it.
Himatsingka Seide (14-09-2015)
The company seems to be turning around. The results of last quarter was good, going for expansion, whole of textile sector have favorable tailwinds, started seeing advertisements in newspaper of there retails furnishing venture Atmosphere.
VLS Finance limited (511333) (14-09-2015)
hi anurag jain
please also share here what outcome comes of our questions.
thanks
Hitesh portfolio (14-09-2015)
Hi @hitesh2710 the recent demerger of arvind infra from its parent arvind mills looks like a good opportunity similar to Kaya. What’s your take on it?
Screener.in: The destination for Intelligent Screening & Reporting in India (14-09-2015)
almost … when the watchlist is activated the columns could be shifted around. unfortunately this feature has now been deactivated. hope it returns.
Screener.in: The destination for Intelligent Screening & Reporting in India (14-09-2015)
almost … when the watchlist is activated the columns could be shifted around. unfortunately this feature has now been deactivated. hope it returns.