Any guess on the probable valuation of the Engineering business- the gear and the water business? The Company was very optimistic on the call about both the businesses. The Gear business ramp up has been quite slow so far and the water business margins have been low. Except the optimistic future laid down by the Management, the past doesnot give that much confidence. Additionally, the sugar business efficiency in terms of EBIT margins is the lowest among its peers, even the molasses division has the lowest margin. Any views on this would be helpful.
Posts tagged Value Pickr
Delta Corp – A huge but risky opportunity (29-08-2015)
Any idea of when their Daman casino becomes operational? It has been delayed by more than 12 months despite being ready to go..Any government approvals pending??
Delta Corp – A huge but risky opportunity (29-08-2015)
Any idea of when their Daman casino becomes operational? It has been delayed by more than 12 months despite being ready to go..Any government approvals pending??
Pincon Spirit Stock (29-08-2015)
When I click this link:
http://personalfinanceupdate.blogspot.in/2008/08/kolkata-police-arrested-bank-fraud.html
I see this:
Tuesday, August 19, 2008
Post Unavailable
In response to a legal request submitted to Google, we have removed this post. If you wish, you may read more about the request at ChillingEffects.org.
Posted by Amitesh Naryan at 3:40 AM
Eicher Motors (29-08-2015)
RE (All chrome and shine) features in the new Macklemore song: http://imgur.com/gallery/FN6asnO
30 stock ideas, need to reduce to 15 (29-08-2015)
Pls tell your time horizon….
As if you are long term investor…..I will suggest try to avoid textile space and also give reason why you chose samtex, dtil, chemfab as multibagger…
Page industries (29-08-2015)
Re recent Zivame on line adverts put all brands at a 15% discount except jockey , so clearly the brand enjoys a dominant position in Women inner wear and does not feel the need to increase sales via discounting mode !
Why Airlines do not fly on Value Investing (29-08-2015)
I read a comprehensive study on Airlines’ value chain. The study covers returns earned by Airlines as well as other players in the value chain. It covers the pricing power and margins of each player in the chain that helps to understand returns for each player.
I believe this might answer your question that why Airlines have been a losing proposition for a long time.
NIIT Ltd (28-08-2015)
In my last post, I had written about the beginning of the uptrend in NIIT @ 41 rupees. I had also written about the desirability of monitoring the progress of the stock uptrend through use of Bollinger Bands on weekly charts.
After the announcement of the Skill India programme by the prime minister and also setting of target of training 10 million people by NIIT management, the stock price doubled in a matter of 3 weeks. Thereafter, in August the stock paused for consolidation. But a noteworthy thing has been that even during consolidation NIIT managed to stay above its long term support line
I have now posted the Niit wekly chart with Bollinger bands. It appears that the consolidation of the stock on monthly and weekly charts is now over. In the month of Sept 2015, the rally in NIIT may resume taking the stock higher towards 90…100…
Meanwhile, the purchase of NIIT by some well known value investors and its continued recommendation by Porinju Veliyath has been an icing on the cake for those invested in NIIT LTD.
As long as NIIT ltd stays above the long term support line, it is in an uptrend..in bullish zone. Any price correction in Sept 2015 should be used as an opportunity to buy more of NIIT LTD, as the Skill India Program of Modi govt has a long way to go and NIIT LTD can be the biggest beneficiary of that programme.
