Comment posted by montyuu on 3rd Apr

"CIL’s earnings are expected to grow at a CAGR of 15 % during FY12-14, despite sharp increase in the wage cost. On the basis of DCF, assuming risk free rate of 9%, beta of 0.58 and assuming cost of equity at 12.7 % and terminal growth rate of 5.2 % on the future cash flows, I arrive at an... Read full comment"

8 members like this

Comment posted by hit2710 on 30th Mar

"With capital restructuring this company will reduce its capital by 31%. 9M-FY-12 net profit is at 60 crores and full year could reach around 80-85 crores net profit which gives EPS for FY 12 of around 13 on restructured outstanding 6.2 crores shares of Rs 2 each. Normally Unichem has traded at a PE range of around 15 bceause of... Read full comment"

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Comment posted by amittal007 on 21st Mar

"Good impetus to welfare in the budget including rural banking. HDFC Bank loan festivals, NBFC / Auto lending portfolios should grow and priority business has few competitors."

7 members like this

Comment posted by madhukardas on 20th Mar

"Not going out of business. No awareness against smoking in the target market (Rural/Small towns). Rising cost of premium cigarettes will bring back some of the lost market shares."

5 members like this

Comment posted by madhukardas on 14th Mar

"Strengthening SUV portfolio and rising petrol prices against stable diesel make M&M attractive for customers and hence shareholders."

8 members like this

Comment posted by rbanneng on 28th Feb

"There is significant upside is seen in respect of good results and the clarity that is emerging after the new management has taken over…"

7 members like this

Comment posted by madhukardas on 27th Jan

"The new merged company YBrant digital would create substantial value. "

Replies (1) | 6 members like this

Comment posted by IntuitTrade on 23rd Jan

"A product company trying to do something very difficult. Trying to have a meaningful presence in cloud based CBS."

8 members like this

Comment posted by madhukardas on 13th Jan

"Contrarian pick. Earnings can only go better from here as the business is far from getting obsolete. With P/E this low, downside will be limited. Next quarter result will lift up the sentiments about this stock which was once apple of every investor's eye. Technically, upside of 30% within 6 months and 100% within 2 years."

7 members like this

Comment posted by amittal007 on 26th Dec

"One of three flagship stories that do not need a Reliance name in Infrastructure, they will be the major beneficiaries of provision of Infrastructure Finance instead of expensive short term and very long term debt with regular covenant."

Replies (1) | 8 members like this

Comment posted by amittal007 on 19th Dec

"The promised business model has failed. Total outstanding share volume is not enough to stop a run; known position of market makers is short"

6 members like this

Comment posted by amittal007 on 13th Dec

"Performance on NPAs is not suspect per prior record but additional risk from higher rate environment in loss of competitiveness for one of the aspiring to be competitive than a laid-back PSE."

12 members like this

Comment posted by amittal007 on 2nd Dec

"Already counting these bipeds in auto sales! Not the consumption jump we were looking for, Hero and Bajaj are just signs of penury and poverty yet"

7 members like this

Comment posted by amittal007 on 2nd Dec

"Petrol price drop was not bearish for the stock, may also get a tax break on refineries, but there is no upside in 1w-1m and you can probably get it later at a lower price. Don't be in a hurry to buy for the long term"

6 members like this

Comment posted by amittal007 on 22nd Nov

"Among the brat pack in Pharma, driving aggressive growth ready for generics as well as new domestic and services growth alongwith Lupin, stride and device makers like Opto. "

7 members like this

Comment posted by amittal007 on 14th Nov

"Based on fundamentals, stock could reach as high as 1200 at 3x sales and tempting because of its low debt"

7 members like this

Comment posted by madhukardas on 26th Oct

"Should gain once the real estate sector sees some confidence amongst investors. Healthy books as compared to other players."

8 members like this

Comment posted by amittal007 on 18th Oct

"Wonderful fundamentals as it grow CASA from 10% to 25% in the next few quarters, measured growth at a fast clip because of small base in corporate and deposits. Superb return on assets/equity
can correct till 260 even a little bit more."

9 members like this

Comment posted by singhpraveen on 10th Oct

"A Micro cap (mkt cap aroung Rs.48 crore at mkt price of 43) with decent performance since last 4-5 years. Available at a P/E ratio of 2.7 i.e 10% of industry average of around 22.

In recent times Leather goods industry has started performing well with two of the leading stocks in the industry Bata & Relaxo outperforming... Read full comment"

13 members like this

Comment posted by singhpraveen on 7th Oct

"A realty stock with Market cap of about 30.5 Crores ( price 155/-) with a low debt of Rs.6.28 Crores in books as compared to Investments of Rs.8.73 Crores and Cash & Bank balances of Rs. 35.29 Crores.

A real value buy in Realty space @ current Market price of Rs 155/- with a medium to long term view.... Read full comment"

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