| Author | Message | ||
Ustad Megastar Username: Ustad Post Number: 25098 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
I now like Ajanta story. It will go well in my pf with granules where ajanta will act as a stable 25 to 30% compounder and granules a big multi-bagger potential pick. Even if auctus doesn't workout, current biz + omnichem jv should deliver 20 to 25% growth. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 412 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
true. we are playing for margin expansion plus pe expansion here. if both happen returns will be great. | ||
Ustad Megastar Username: Ustad Post Number: 25097 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
 The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25096 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
I think the outcome of auctus acquisition will decide whether granules PE will remain around 20 or 40. Couple of ANDA approvals will be game changer and smaller base of Granules will also help a lot. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 411 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
jalsa, look at tata elxsi. | ||
Asdf Side Hero Username: Asdf Post Number: 9301 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
nenu naalugu septaa. HCLTech, TCS,Infy, Mindtree | ||
Jalsa Legend Username: Jalsa Post Number: 31840 Registered: 02-2008 Posted From: 159.53.46.142 Rating: N/A |
great discussion! Ajanta, Granules, Gruh, Repco, PI, Page tho PF set cheyaali  1-2 IT companies kooda cheppeyandi paduntai Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 410 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
yes. PE expansion will help in granules but it is in low margin business compared to ajanta and shilpa even after it increases formulation revenue share. for ajanta brand name does not help in US but the market is so huge that whatever it can eat into will be a big help. | ||
Ustad Megastar Username: Ustad Post Number: 25095 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Good point. That works well in India, how about US where Ajanta doesn't have any brand value.
Cool. So, ajanta is a consistent compounder like Dravid and Shilpa is like Dhoni (hard hits once a while). BTW, if Granules can get some ANDA though auctus then I think the returns will be more sweeter then Ajanta or Shilpa can offer considering the scope of margin and PE expansion potential it has. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 409 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
for ajanta.. brand, mind share with doctors..huge time to build anda pipeline.. for shilpa..locked in customers..large capex cycle of 7-8 years..105 patents.. 9 out of top 20 Oncology molecules going off-patent 2015 onwards.. | ||
Ustad Megastar Username: Ustad Post Number: 25093 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
What is the moat in this case. Some other pharma can also do it and sell it at lower margin. Once an ANDA is approved, same drug will not be approved to other pharma company? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25092 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Cool The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 408 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
yes thats my PF and it is independent of monsoon  only my nbfcs will be helped by rate cut and economic activity rest of pf is independent of macros. | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18122 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
why bro...also the list u gave...is tht ur pf? this year with syuperb rains...sensex will zooommmmmmm ani naa idi...esp ba nkjs...rate cuts sure antunnaru....food inflation will be less | ||
Pidugu Junior Artist Username: Pidugu Post Number: 407 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
shilpa will have blockbuster years in 2017 and 2020. ajanta is secular growth story. shilpa earnings will be lumpy. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 406 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
that trick did not work for capoxine. once ANDAs are approved there is no more risk. | ||
Jalsa Legend Username: Jalsa Post Number: 31837 Registered: 02-2008 Posted From: 159.53.78.141 Rating: N/A |
What Ustad meant was about the original company filing a new patent based on a small modification to the expiring patent. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 405 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
ajanta bottom line can grow 25-30% for next 3 years. if US foray is well executed it can add to that. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 404 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
they wont file any patent. patent exclusivity is for a period of time. after that anyone can manufacture drugs on that molecule.just ANDA is filed and aproved. manufacturing facility needs to be approved by USFDA as well. both take a painful lot of time. there is risk of periodic inspections which can cause drugs being banned at a later time. we are at a phase which they are calling patent cliff. huge number of patents are expiring/expired between 2013-2016 which is the reason for bull run in pharma sector. | ||
Ustad Megastar Username: Ustad Post Number: 25085 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Cardiovascular, dermatology, erectile dysfunc etc Only cardiovascular is regulated and less margins. Remaining areas have huge margins. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25084 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Cardiovascular, dermatology, erectile dysfunc ( ) etc Only cardiovascular is regulated and less margins. Remaining areas have huge margins. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25083 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Numbers are looking too good for Ajanta compared to Shilpa but shipa's base is small which is a big plus. I checked if mgmt gave any growth forecast for next few years but did not find any. Do you know what is projected top and bottom line growth for ajanta? I don't mind paying 40 times earnings as long as bottom line is growing at 30%. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 403 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
40% is max that can be clocked. ajanta operates in niche segments.. optha, derma, cardio and diabetic drugs.. margins are high here.. only sun and lupin operate at those margins. ajanta is trying to emulate them and doing good so far. | ||
Jalsa Legend Username: Jalsa Post Number: 31836 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
Yes they do and they get challenged as well. I don't know which drugs/sector does Ajanta participate in, but there are a huge number of drugs out there that have patent expiring. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25082 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
ohhh...makes sense now. This was a big dilemma for me because I am invested in big pharma cos like Celgene/Gilead and was wondering Ajanta/Shilpa type companies are capable of doing new drugs. Next question. Most of the break through drug companies makes some improvement to existing drug and files new patent and most of the time it gets approved. What kind of impact such moves will have on expired drug filing by indian cos and sales (if approved)? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31835 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
Idhi theleedhu Good to know the margins on patent expired products.Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31834 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
That's correct. Ustad, Indian cos are not into true R&D. Generic versions meedha or biosimilars meedha anukunta. Or contract manufacturing. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 402 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
most of indian companies file new drug applications on patent expired drugs. not break though drugs. so expect 40% margins. break through drugs can expect 95% margins. we are not going there.. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 401 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
shilpa will only grow after 2017 but lot of people already jumped on and waiting. dont expect any growth till 2017. | ||
Jalsa Legend Username: Jalsa Post Number: 31833 Registered: 02-2008 Posted From: 159.53.174.140 Rating: N/A |
great! so portfolio might be expanding - have to think of it as 2 per sector Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25081 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Can they compete in R&D with big pharma juggernauts in US? FDA filing is lot of work and costs ton of money. I hope they are well prepared. Need to check Shilpa. I know their earnings are lumpy and need to see if has potential to be a 10 bagger from here. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 400 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i would say yes. there is a huge runway ahead. It is yet to even start in US in a big way. It has 25 ANDAs filed. 2 approved. only 1 launched. so lot of growth ahead. i believe they wont falter in execution. | ||
Ustad Megastar Username: Ustad Post Number: 25080 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I was running Guru BM's checklist on Ajanta and one of the item is "Does this stock has potential to be a 10 bagger in reasonable amount of time". I couldn't put a convincing "Yes". Your thoughts? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25079 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I was running Guru BM's checklist on Ajanta and one of the item is "Does this stock has potential to be a 10 bagger in reasonable amount of time". I couldn't put a convincing "Yes". Your thoughts? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 399 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
historically also top line growth is not that great but the margin expansion contributed to higher bottom line growth. bottom line grew 39%. Also PE rerating helped the stock price appreciation. now expecting margin to be steady and pe to be steady( i am being conservative. market may choose to pay premium ). Next triggers : US foray, anda approvals IF US sales picks up again there will be margin expansion plus top line growth which will take it to next orbit again.. | ||
Ustad Megastar Username: Ustad Post Number: 25077 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
2015 seems to be a relatively slow year for Ajanta with 20% rev. growth. Was this a one-off year or will continue to be low 20's rev. growth from here on due to bigger base etc? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 398 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
stfc and ipca were bought as they are good businesses but were down to a large extent due to short term hits. stfc was down due to the hit they had to take in their subsidiary where they do equipment leasing business. management admitted they screwed up and the effect will be there for the next 2 quarters. if interest rates go down or economy picks up stfc will do good. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 397 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
Ajanta Pharma 21.76 Granules India 5.44 Gruh Finance 8.03 Hawkins Cookers 5.31 Ipca Laboratories 3.12 Kitex Garments 7.44 Page Industries 17.68 PI Industries 2.39 Repco Home Finance Ltd. 9.05 Shilpa Medicare 18.50 Shriram Transport Finance 1.28 | ||
Ustad Megastar Username: Ustad Post Number: 25057 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Looks like they don't have any moat because almost all banks and HFCs are their competitors. Also, GRUH and REPCO have higher margins because they charge higher interest rates. They could continue charging more because of lack of competition for the customers they target and focus. If you are convinced and see more potential in Canfin compared to Repco then I will say go for it. As you already know conviction is the most important thing. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31794 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
I looked at Can fin. It's not in the same type of lending as Repco and Gruh. The average loan ticket is 18.02 lakhs and primarily lend to salaried class. Now, since last year they started increasing the percentage of lending to commercial properties and are targeting it to be 25% of loan portfolio. Within Housing loans, around 80% is for salaried and rest to self-employed and others. Rural breakdown is not there. Yes, their RoA is less than Gruh and Repco, but NPAs are lowest in the sector. They recently got AAA credit rating which means they can tap into funds at a lower rate which should improve metrics. This, combined with operational improvements and focus on increasing commercial lending (higher margin) should be trigger points in my opinion. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18057 Registered: 02-2014 Posted From: 153.2.247.31 Rating: N/A |
ui of icicidirect is horrible...how is zerodha? | ||
Pidugu Junior Artist Username: Pidugu Post Number: 395 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
brokerage is very low. you would be paying 4000 where you will pay 40000 with icici. I was ok paying high brokerage thinking i am paying for the service but after the harrasment i went through for KYC with icici i opened with zerodha. | ||
Ustad Megastar Username: Ustad Post Number: 25047 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Did not see any problem since past 2 months. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25046 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I think Sanjay Bakshi is into Ashiana. Not sure what is their business model and moat. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Asdf Side Hero Username: Asdf Post Number: 9202 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
I dont mind bad UI if am not paying much for the brokerage etc. India's top bank ayyundi icici site looks like marshalls or ross store. things lying all over | ||
Jalsa Legend Username: Jalsa Post Number: 31780 Registered: 02-2008 Posted From: 159.53.174.145 Rating: N/A |
baundhi. You won't like zerodha interface as well. very bad. But, the website, mobile app and desktop trading platforms are good enough to do investing They're going to launch new versions of both web site and trading tool soon. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Asdf Side Hero Username: Asdf Post Number: 9201 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
zerodha site availability etc ela vuntundi? icici site i did not like it, looks like 90s website. | ||
Jalsa Legend Username: Jalsa Post Number: 31778 Registered: 02-2008 Posted From: 159.53.110.143 Rating: N/A |
I have to pump some more cash. Gruh/PI/Granules/Page are my holdings. One thing I'm thinking about is Gruh/Repco laantivi chaala raavachu, like Diwan, Ashiana etc. These new entrants might not be penetrate in existing markets, but other markets lo share povachu. How strong is the brand Gruh/Repco anedhi convince avvaali. I know it's a very big market size. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 394 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
cool. i like all the companies except reliance. too big a company to grow more than 20%. if you are using zerodha put my referral code DH0658. that is my client id. | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18048 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
thanks bro... based on this thread,...I finalised repco/gruh/granules/page....reliance jio 4g is gonna be abig hit..so relianc e industries kooda add cheyatam better ani.. oka 10laks tho digudaamani plan...zerodha lo open chestunna | ||
Pidugu Junior Artist Username: Pidugu Post Number: 393 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
ofcourse we will use the db. whatsapp is one more channel | ||
Ustad Megastar Username: Ustad Post Number: 25044 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Yep The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18047 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
dont do this...please post in the db....everyone can post here.. whatsapp is very irritating with all the alerts... | ||
Feelgud Side Hero Username: Feelgud Post Number: 2302 Registered: 06-2009 Posted From: 124.123.238.93 Rating: N/A |
Ustad the only red flag in Repco is semi govt company though voting rights defers | ||
Ustad Megastar Username: Ustad Post Number: 25042 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Mgmt increased their forecast this week to above 30% growth after "housing for all by 2022" is approved by GOI. PEG ratio of less than 1 for a high quality company is a steal. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Feelgud Side Hero Username: Feelgud Post Number: 2301 Registered: 06-2009 Posted From: 124.123.238.93 Rating: N/A |
Repco is growing with 30% CAGR earnings since last 10 years ..very proven track record .. And they are expanding to other states what more u want | ||
Ustad Megastar Username: Ustad Post Number: 25037 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Management has delivery everything they've promised so far therefore there is no reason to doubt their numbers. However, based on price action, it seems market is concerned about TN RE bubble. I think it is a good opportunity for people who are convinced about Repco story to strengthen their position. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Maverick Legend Username: Maverick Post Number: 57136 Registered: 01-2008 Posted From: 108.171.131.187 Rating: N/A |
not me, i think its ustad or saint Happy Vizag | ||
Ustad Megastar Username: Ustad Post Number: 25034 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I will add Mav. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 392 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
was that yu who mailed? vja2va or vjawarrior? | ||
Pidugu Junior Artist Username: Pidugu Post Number: 391 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
yes. adding you as well. just saw the email. | ||
Maverick Legend Username: Maverick Post Number: 57135 Registered: 01-2008 Posted From: 108.171.131.187 Rating: N/A |
are you driving the effort of creating whatsapp group? Happy Vizag | ||
Pidugu Junior Artist Username: Pidugu Post Number: 390 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
but i am going with MD guidance.. trusting him.. land deals going down would not impact low cost housing i guess. | ||
Jalsa Legend Username: Jalsa Post Number: 31773 Registered: 02-2008 Posted From: 159.53.174.145 Rating: N/A |
Valuepickr lo ayithe they were saying something about TamilNadu real estate bubble. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 388 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
even i am surprised. good that you can still load on to repco. | ||
Ustad Megastar Username: Ustad Post Number: 25032 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
I am quite surprised by the current action in GRUH and not Repco. GRUH mgmt doesn't want to grow above 25% where as Repco mgmt said they can do more than 30 (from previous forecast of 25 to 30) in yesterday's interview. Strange huh. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25031 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
As BM said in his last interview, market without earnings is like a car running out of petrol...can't go too far. So far market is defying it...let's see how far it can go like this. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31772 Registered: 02-2008 Posted From: 159.53.46.141 Rating: N/A |
let's see if this will hold. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25029 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Market totally stumped me. Based on technicals, earnings, monsoon, rate cut and other factors I was expecting more correction but market came back like a phoenix from ashes. 5 straight green sessions is unbelievable. Dear Market - I yield, my lord  The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25028 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Yep, I loaded more today after CEO's above 30% growth statement. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 386 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i am expecting repco will also fire given the MD guidance yesterday after govt announced affordable housing policy | ||
Ustad Megastar Username: Ustad Post Number: 25025 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Gruh & Page  The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
111 Hero Username: 111 Post Number: 11002 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
when they say dividend , it is some % on base price. Here 2rs is base price . When they say 100 bonus , you will get 2rs per every share u own. this time infy gave 590% bonus. Their base price is 5rs , so dividned is 29.5Rs per every share we own. | ||
Ustad Megastar Username: Ustad Post Number: 25017 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Gruh & Repco kuda choodu. 'Housing for All by 2022' scheme ok ayyindi. Inka kummudeee kummuduuu. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25016 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Cool The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Asdf Side Hero Username: Asdf Post Number: 9141 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
small amount tho enter ayyanu oka 3 weeks back. avg down seyalsindi, liquidating other stuff slowly. | ||
Jalsa Legend Username: Jalsa Post Number: 31765 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
Ledhu, mahesh ichina news warrants ye anukunta. apparently, it's a good thing to issue themselves some equity to raise capital as it's a sign of confidence in the company. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25015 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
There is no major news...it is possible that someone might have bought a big position in Granules. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19395 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
nanu aduguthay nenu emi chespthanu .. | ||
Jalsa Legend Username: Jalsa Post Number: 31764 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
dhaaniki peragadam enti? they're issuing themselves quite a few shares. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25014 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Doesn't look like a news which would boost stock price by 8%. Must be something else. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25013 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Govt launches 'Housing for All by 2022' scheme Government on Wednesday launched its 'Housing for All by 2022' mission and approved a substantial increase in interest relief on loan for the urban poor to promote affordable homes. The Union Cabinet chaired by Prime Minister Narendra Modi accepted the recommendations of an Inter-Ministerial Committee to increase interest subvention to 6.50 per cent on housing loans to beneficiaries belonging to economic weaker section (EWS) including slum- dwellers and low income groups (LIGs). Read more at: http://www.moneycontrol.com/news/economy/govt-launches-housi ng-for-all-by-2022-scheme_1516721.html?utm_source=ref_articl e  The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31763 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
AGM on 26-Jun-15 (Rs.2.0000 per share(100%)Dividend) 100% enti? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19394 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
Granules India will hold a meeting of the Board of Directors of the Company on 20 June 2015, to consider the issue of warrants on preferential basis to promoters of the Company. | ||
Jalsa Legend Username: Jalsa Post Number: 31762 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
How much is the dividend for GRUH? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 25012 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
No idea. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25011 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Any idea why Granules was on fire today? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3973 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
PTC financial services valuepickr lo deeni mida baaga disco sesthunnaru experts mee opinion seppandi | ||
Ustad Megastar Username: Ustad Post Number: 25010 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
+ PI The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 25009 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Good The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 385 Registered: 12-2009 Posted From: 144.160.130.94 Rating: N/A |
i love my dividends . when ever i buy i check the dividend paying history as well.. | ||
Ustad Megastar Username: Ustad Post Number: 25008 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
hmmm. I wasn't aware of it. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 384 Registered: 12-2009 Posted From: 144.160.130.94 Rating: N/A |
should have added yesterday.. you would have got dividend. it went ex-dividend yesterday.. | ||
Ustad Megastar Username: Ustad Post Number: 25007 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
+ GRUH The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
111 Hero Username: 111 Post Number: 10991 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
hope she recovers and have very good health..god bless u r daughter.. | ||
Ustad Megastar Username: Ustad Post Number: 24990 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
 The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 383 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
http://forum.valuepickr.com/t/valuepickr-scorecard-aug-2011/ 507 | ||
Ustad Megastar Username: Ustad Post Number: 24988 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
How to get access to Valupickr portfolio. Is there any thread on the forum? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24987 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Read it yesterday. Came to know about his Fund after reading this interview. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 382 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
http://microcapclub.com/2015/06/interview-with-professor-and -fund-manager-sanjay-bakshi/ latest interview done by ian cassel | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 17954 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
i hope she gets well soon and u go home .....nijamgaa....bro...hats off...judst hats off to ur attitude... | ||
Asdf Side Hero Username: Asdf Post Number: 9076 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
how is she now? take care bro | ||
Ustad Megastar Username: Ustad Post Number: 24986 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Value investing The Sanjay Bakshi way Very good and must read. I hope he writes a book some day because the improvisations he made to Graham, Buffett and Munger principles are mind blowing. http://www.safalniveshak.com/wp-content/uploads/2012/08/Valu e-Investing-The-Sanjay-Bakshi-Way-Safal-Niveshak-Special.pdf The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24983 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I hope she is feeling better now. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31753 Registered: 02-2008 Posted From: 159.53.46.141 Rating: N/A |
2 days hospital lo ne saripoyindhi...market malli padithey inka konaali PI and Page. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31752 Registered: 02-2008 Posted From: 159.53.46.141 Rating: N/A |
hmm, so that's why PI and Page are going up. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 381 Registered: 12-2009 Posted From: 144.160.98.94 Rating: N/A |
same pattern with eicher as well. held 4.76 lakh shares worth 230 cr on feb 2014 and now hiked it to 7.59 laksh shares. they are worth now 1300 cr. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 380 Registered: 12-2009 Posted From: 144.160.98.94 Rating: N/A |
they make an initial bet and then increase stake. look what happened when they bought page: http://www.vccircle.com/news/construction/2014/03/12/cartica -capital-hikes-stake-jockey-innerwear-maker-page-industries- buys they made an initial bet for 300 cr and then hiked it later from the market. | ||
Ustad Megastar Username: Ustad Post Number: 24982 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
They already invested 320C. More the merrier. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 379 Registered: 12-2009 Posted From: 144.160.98.93 Rating: N/A |
cartica may be buying more. http://rakesh-jhunjhunwala.in/cartica-capital-latest-portfol io-pi-industries-high-growth-high-pe-stock-portfolio-of-winn ing-stocks/ | ||
Ustad Megastar Username: Ustad Post Number: 24981 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
On June 15, 2015 Cartica Capital Ltd bought 52,94,249 shares of PI Industries at Rs 605 on the BSE. However, Citigroup Global Markets Mauritius Pvt Ltd sold 16,00,000 shares at Rs 605 and Ironwood Investment Holdings sold 37,00,000 shares at Rs 605.01. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24980 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
PI Industries...wats going on? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24979 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Do you know anyone who took vishal K's (safalniveshak) value investing course. What is the feedback? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24978 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
When will we reach 10 digit pf. Hopefully in 20 years from now. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 377 Registered: 12-2009 Posted From: 144.160.98.93 Rating: N/A |
i believe he made great returns on ashiana as well.. i was reading on twitter and saw that he started with 3 crores and made 24% for 12 years and 45% for the last 3 years which made the 3 cores to 120 crores now | ||
Ustad Megastar Username: Ustad Post Number: 24977 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Relaxo & Ambika hit kada. ValueQuest Capital" lo full kummestunnadu. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 376 Registered: 12-2009 Posted From: 144.160.98.93 Rating: N/A |
he hasn't written any book. atleast nothing that i know of but his blog has lot of information on the businesses he choose to study and teach.. relaxo, ashiana, ambika cotton etc. | ||
Ustad Megastar Username: Ustad Post Number: 24976 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
This is really good. It reduces dependency on foreign investors. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24975 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Read a bit about it on his blog. Will watch his youtube presentation. The improvisation he made to Graham, Buffett and Munger principles is quite amazing. Did he write any book? It would be an interesting read. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 371 Registered: 12-2009 Posted From: 144.160.98.93 Rating: N/A |
Sanjay Bakshi holds relaxo. He posted his lecture on relaxo online. If you are interested you can go through it. I did not see much brand recall in my head for relaxo but it seems to be different in other states. company has been doing good. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 370 Registered: 12-2009 Posted From: 144.160.98.93 Rating: N/A |
Ustad, Retail is getting into equities via mutual fund route. In the past they used to pull out whenever there is correction and put in money at the peaks. This time retail seem to be matured. the fund in flows have been increasing this time. Also the bigger money is coming from EPFO funds. EPFO has decided to park money into equities rather than govt bonds. | ||
111 Hero Username: 111 Post Number: 10980 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
sometime back also , someone discussed about this share. Not sure u r the one or someone else.. how it is compare to Bata ? | ||
Ustad Megastar Username: Ustad Post Number: 24974 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Anyone holding Relaxo footwear? Looks like another solid secular growth company with low debt, good ROE and great brand. Can it continue to grow it's earnings at 30% for next 5 to 10 years? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
111 Hero Username: 111 Post Number: 10974 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
as far as i know. Split or Bonus : shares will increase and share price will reduce appropriately. In case of Bonus , there is no change in base price. In case of Split , Base price will also change based on split ratio. In 2009 TCS split their share into 1:10 when share price was around 3000Rs and base price was 10Rs, which means that after split their base price was 1Rs and share price was 300Rs. Today Infy gave bonus , their base is still same , but share price became 50% of original price.. | ||
111 Hero Username: 111 Post Number: 10973 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
Dividend kooda announced 590% per share , which is 29.5Rs per share. | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19372 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
number of shares increase ithay stock value same undadu kadha.. untay market cap same day lo double avuthundhi .. stock split face value medha split chestharu already 1rup untay inka split avadhu just bonus... | ||
Ustad Megastar Username: Ustad Post Number: 24964 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
What is the reason for such huge increase in DII funds. More people are getting attracted to stocks in India? IMO, this sell-off is far from over because of weak earnings, upcoming US interest rate hike and greece non-sense. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19365 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
anthem reached them with 175 | ||
Jalsa Legend Username: Jalsa Post Number: 31743 Registered: 02-2008 Posted From: 159.53.46.141 Rating: N/A |
daanni bonus antaara? stock split kadhaa Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Redsox2009 Junior Artist Username: Redsox2009 Post Number: 86 Registered: 05-2014 Posted From: 170.37.244.38 Rating: N/A |
Whats happening with CI? | ||
Asdf Side Hero Username: Asdf Post Number: 9019 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
oh ok, nenu inkaa dividend type anukunna | ||
111 Hero Username: 111 Post Number: 10972 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
endhuku bad , you can buy now.. u won't gain anything with bonus as u r price will become 50% and number of shares will double. So it will be the same value..right? am i missing something. | ||
Ustad Megastar Username: Ustad Post Number: 24944 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
All dividend plays will go down as bonds will offer good yields. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24943 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
GLD & USD. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Asdf Side Hero Username: Asdf Post Number: 9011 Registered: 12-2014 Posted From: 76.109.165.236 Rating: N/A |
Greece escalate aithe GLD will go up in short term? | ||
Asdf Side Hero Username: Asdf Post Number: 9010 Registered: 12-2014 Posted From: 76.109.165.236 Rating: N/A |
time bad, monnane sagam amminchesaan | ||
Pidugu Junior Artist Username: Pidugu Post Number: 369 Registered: 12-2009 Posted From: 144.160.130.93 Rating: N/A |
Since May 2014, aggregate inflows into domestic Equity MFs at Rs 91,800cr is almost equal to total inflows of past 12 yrs around 25 bn EPFO money to flow into equities by end of october.. so there is lot of money waiting to get into the markets. while all markets are red we are green. I believe DIIs are absorbing all the FII selling and this is going to continue.. | ||
111 Hero Username: 111 Post Number: 10971 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
ESSOR OIL increased 50% in last 4 days.. Shares of Essar Oil were locked in upper circuit of 10% at Rs 154, also its fresh 52-week high on the BSE, on back of heavy volumes. In past four trading sessions, the stock of oil & gas firm has zoomed 52% from Rs 101 on June 9, 2015 compared to a marginal 0.02% gain in the S&P BSE Sensex. The trading volumes on the counter more-than-doubled with a combined 7.22 million shares changed hands on the BSE and NSE. At 1025 hours, there were pending buy orders for 44,919 shares on both the exchanges. On June 12, with reference to the increase in volume, Essar Oil had clarified to BSE that as on date there is no event, information or development in the company which is required to be submitted as per Clause 36 of the Listing Agreement asalu emi event lekunda , ee raise emiti..? | ||
Ustad Megastar Username: Ustad Post Number: 24939 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Greece talks failure over the weekend. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
111 Hero Username: 111 Post Number: 10965 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
why did u expect it won't be green..any specific reason OR going by last 2,3 weeks of market mood.. | ||
Ustad Megastar Username: Ustad Post Number: 24938 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Surprisingly market is green today. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
111 Hero Username: 111 Post Number: 10960 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
Infosys Bonus shares declare chesindhi..around 5-6 months back bonus echharu , malli eppudu echharu... | ||
Mahiz Junior Artist Username: Mahiz Post Number: 424 Registered: 10-2012 Posted From: 199.82.243.102 Rating: N/A |
All the best .. |