Righto, Chitra. ..And I think one should not do all his shopping just yet. Buy some now, some more when we get the confirmed news (there could be a knee-jerk reaction by market), & some next day when the news is fully digested by fleers.
REGISTER PRIVATE LIMITED COMPANY WITH TEO DIRECTOR IN INDIA IN RS. 15,000 ONLY AND WITH ONE DIRECTOR IN RS 13,000 ONLY. WE PROVIDE OTHER SERVICES AT GIVEN BELOW RATES:- ITR OF SALARIED EMPLOYEE- IN RS 500 ONLY
Thanks Septaji, EE for the useful info on Quess. It seems to be a no-brainer with higher historical growth, higher margins, operates in more value added segment than TL, mgt quality is assuredly good given Watsa''s association &, pricing is only slightly rich.
anyone can comment about "Mandhana industry ".. If 1-2 more lower ckt then it will look @ very attrective price... Can demerger hurts this bad with being human??? ...
Septa sir wanted to appreciate you .... Because it''s because of your stock ideas today we have earned and got valuable knowledge
Wanted to ask about precision camshaft? Is it advisable still to hold ? And want some of your stock tips for 3 4 yrs time frame stock which has bottomed out and advisable to buy ? Any view on inox wind ?
i am very happy u have made some money.... With regards to PCL i am still holding a very big position at average CMP of 153 i am not going to add any more for given the weightage it already have on my portfolio I am bullish about auto industry in general IMO Auto industry will be next pharma industry in earning foreign exchange for indian economy. India is going to be cheap Auto industry hub in next decade and these industry will benefit a lot. Axis bank have come up with a good report on future of auto industry and how it is going to be next pharma. BTW all these play take time however end result is wealth creation. Also not sure if u have averaged it if you have not may be average the cost.
i like KEI industry, RS software, himatsingka, ujjivian, equates had recommend Kiri when it was at 160 presently it is at 360 i think i still got leg to double from here to 750 in few years time Inox wind at Rs230 in renewable energy is a steal given a PE of less then 12 and good growing order book the issue here is market is discounting it debtors payables it has a big recovery for job done if the want fail then it will hit the share price so market will discount it till this issue is fixed
i regularly go through your analysis on chitorgadh, as i feel good and deep analysis done by you.
in your current comment i want to make light one thing about Inox wind. they are taking order to set up wind mill but they are also give 3 year free maintenance.
so profit of earlier year and current year is high but in future it is some doubt (for 2-3 year)as they need to give free maintenance even they are also given the assurance for power generation if the given power generation is not done then they need to give claim to its cus.(for 2-3 years of instalment)
so i want to know you will still bullish on this counter. !! i am not going against with your analysis. i am just share the information i have, and want your view on it...
sam that is very good point intact i was aware of it however IMO the free maintenance would be part of the deal so upfront payment will be charged and and hope so. It like we buying a new fridge and adding AMC. I am not actual positive on INOX wind given it debtors issue may be late payment is part of the deal not sure once this issue is fixed it is good stock to hold however if you compare it with peers INOX is better place.
BTW i am not always right i have gone wrong many times and i will certainly go wrong many time more i happy you giving another angle to worries thank u
Ya sir no one is right always bt u are right majorly ... And sir ya in this space this stock is better bt I think other counters of yours like auto n other are more attrective.....😃 e
Respected Septaji, I earned around 50k profits (most in ipo starting from interglobe)in last 6 months, based on your inputs. I avoided many IPOs where you said NO. So once again thanks lot. Here you suggested stock RS software (even in your earlier post also I have seen this recommendation). I have some concern. RS started in 1989 but can''t see its growth. Its dependent on only 1 client VISA cards, and they have started giving projects to infy. So I would like to learn which factors making RS software positive. Thanking you. Regards.
38.6. Septa| Link| Bookmark|
June 25, 2016 10:39:05 AM
(4000+ Posts, 4600+ Likes)
Rs Software is a turnaround bet if the the change happens it will be wealth creator
RS Software let first see what it fundamental market cap of Rs 249.35 Cr. Very bad quarter ended 31-Mar-2016, the company has reported a Consolidate sales of Rs. 25.00 Cr., up 10.23% from last quarter Sales of Rs. 22.68 Cr. and down -69.98% from last year same quarter Sales of Rs. 83.28 Cr. Company has reported net profit after tax of Rs. -2.19 Cr. in latest quarter. 20% dividend declared, subject to shareholders approval Profit Before Taxes is at Rs. 14.39 Cr (margin 7%) in FY 16 Net Profit is at Rs 10.61 Cr (margin 5%) in FY 16 Net Worth increased from Rs 223.96 Cr in March 15 to Rs 232.37 Cr in March 16, an increase of 4% Book Value per share increased from Rs 87.22 in March 15 to Rs 90.44 in March 16, an increase of 4% Free Cash Flows have increased by 30% from Rs 147 Cr in March 15 to Rs 191 Cr in March 16
All this positive before the company was making big topline however bottom line was loss now what we see topline has reduce however bottom line has increased. What is also changing is business mix Focusing on India has been a right decision since there is a great opportunity in the country. Last year they had zero revenue and this year they will have 10% of our revenue from the domestic market.
electronic payment is still in infant stage in india and Rs soft has knowledge and capacity in this so i am betting a big turnaround story last time in an interview CEO Mr Jain mention they have added 10 new clients 2 to 5 million client and see big growth and new clients add with RBI launches Unified Payment Interface
The 4 Book Running Lead Managers associated with this Issue have handled 23public issues in the past three years, of which 9issues closed below the issue price on listing date. The average cost of acquisition of Equity Shares for our individual Promoter, Ajit Isaac, is Rs. 2.74 per Equity Share and for our corporate Promoter, Thomas Cook (India) Limited is Rs. 32.52 per Equity Share and the Issue Price at the upper end of the Price Band is Rs. 317.
Can i anybody explains the second point in detailed manner? I got those risk points from Quess corp web site
Vodafone plans to file for India IPO in August: Sources
Vodafone plans to file for India IPO in August: Sources Vodafone Group is likely to file a draft prospectus for the planned IPO of its Indian business in August with the listing expected in the fourth quarter, in a deal seen raising as much as USD 2.5 billion, people with direct knowledge of the matter told Reuters. The British telecoms group, India''s largest mobile operator after Bharti Airtel
, has begun work on the prospectus that would incorporate the Indian unit''s financials for the first half of the calendar year, they said.
Vodafone hired Bank of America Corp , India''s Kotak Investment Banking, UBS AG in April as global coordinators for the IPO, set to be India''s biggest stock market listing since 2010.
A London-based Vodafone spokesman declined to comment on the timeline, saying the potential India IPO was a "lengthy process" and no decision would be made until the company was at the end of it. Sources declined to be identified as the information is not public.
35. Eagleye| Link| Bookmark|
June 23, 2016 6:34:27 PM
IPO Guru (6600+ Posts, 21900+ Likes)
32.6. Eagleye| Link| Bookmark|
June 23, 2016 6:29:05 PM
IPO Guru (6600+ Posts, 21900+ Likes)
Total Income April’15 – March’16 (12 months) Total Income 3442.426Crs January’14 – March’15 (15 months) Total Income 2572.758Crs April’13 – December’13 (09 months) Total Income 1008.149Crs April’12 – March’13 (12 months) Total Income 1004.352Crs April’11 – March’12 (12 months) Total Income 639.435Crs . PAT April’15 – March’16 (12 months) PAT 88.521Crs January’14 – March’15 (15 months) PAT 67.216Crs April’13 – December’13 (09 months) PAT 17.864Crs April’12 – March’13 (12 months) PAT 12.073Crs April’11 – March’12 (12 months) PAT 6.221Crs
32.7. Eagleye| Link| Bookmark|
June 23, 2016 6:29:54 PM
IPO Guru (6600+ Posts, 21900+ Likes)
Varun Beverages, promoted by PepsiCo bottler RJ Corp, files for IPO
NEW DELHI: Varun Beverages, the franchisee bottler for PepsiCo promoted by RJ Corp, on Wednesday, filed a draft red herring prospectus with the Securities and Exchange Board of India (Sebi) for its maiden initial public offer (IPO).
The company is looking to raise in excess of Rs 1,000 crore through the offer, a person aware of the developments, told ET.
A statement issued by RJ Corp said the IPO will entail sale of up to 2.5 crore shares of Rs 10 each, including fresh issue of 1.5 crore shares and offloading stake by promoters.
In addition, there would be an offer for sale of up to 50 lakh shares each by Varun Jaipuria and Ravi Jaipuria and Sons, the statement added. Investors in Varun Beverages include Standard Chartered Private Equity and Aion Capital Partners.
Varun Beverages operates over 20 bottling plants for PepsiCo across India, South Asia and Africa. In addition, promoter RJ Corp is a franchisee for Yum Restaurants-owned KFC and Pizza Hut, UK coffee chain Costa Coffee and Singapore-based tea salon firm TWG. It also owns the South Indian restaurant chain Vaango and ice-cream brand Cream Bell.
I do not have any whats app group so pls stop requesting for add my number msg i contribute all the info on this forum it self so if u have any question i will try to answer in this forum only thank you.
Yes septa ji, private groups should be discouraged. One problem with chittorgarh is that its not possible to send personal emails or message. Sometimes this feature is required if you want to ask any question to any specific person.
Let''s hope chittorgarh admin builds this feature soon.