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amitdip
Senior Member
Joined: 28/Dec/2008
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Posts: 494
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   Topic: Brandhouse Retail
Posted: 15/Feb/2010 at 10:45am |
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$x$ member of this forum came across a company called Brandhouse Retail (BSE: 533059, NSE:BRANDHOUSE), a pure retail model trading at less than PE 10x
The company retails brand like Reid & Taylor, Belmonte, Dunhill, Stephens Brothers and Carmichael House
www.brandhouseretails.com
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amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
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Posted: 15/Feb/2010 at 10:49am |
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I looked at it but passed only because I could not understand who owned Reid and Taylor. The above company or this http://www.sknl.co.in but if one understands the business a play on retail story of India.
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$x$=$
Groupie
Joined: 12/Nov/2009
Online Status: Offline
Posts: 70
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Posted: 15/Feb/2010 at 11:14am |
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Thanks amitdip for starting new tread....
The company was formed by spinning off retail business of S Kumars. Thus SKNL shareholders got 1 share of brandhouse for every 5 shares held in S Kumars.
Its a PURE Retail Play even the ads exp like hiring Amitabh Bachan (for Reid & Taylor), SRK (for Belmonte) and Shushmita Sen (for Carmichael House) is done by S kumars.
The company has recently posted a more than 25% topline growth and 50% growth in bottomline for Dec quarter
Seniors want your analysis on the company
for more info:
http://www.moneycontrol.com/news/business/brand-house-retail-to-listbourses-today_390597.html
http://www.brandhouseretails.com/lb/pdf/FinancialResults31-09.pdf
Edited by $x$=$ - 15/Feb/2010 at 11:18am
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I buy businesses...
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$x$=$
Groupie
Joined: 12/Nov/2009
Online Status: Offline
Posts: 70
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Posted: 15/Feb/2010 at 11:29am |
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Something about the stock...
the brandhouse stock is high beta , high volume stock and historically the delivery percentage stays at 55% to 60%
Shareholdings pattern
as per 31Dec09, promoters holds 55.73%, FII holds 5.18%, DII holds 0.81% and rest 38.28% is in hands non- institutions.
Edited by $x$=$ - 15/Feb/2010 at 11:31am
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I buy businesses...
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$x$=$
Groupie
Joined: 12/Nov/2009
Online Status: Offline
Posts: 70
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Posted: 16/Feb/2010 at 7:54pm |
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WoW!!!
the stock was up 14%
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I buy businesses...
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Circuit
Senior Member
Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 930
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Posted: 16/Feb/2010 at 10:59pm |
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This stock was today recommended by Ashish Chug of Hidden Gem fame..
His magic casts the spell on punters in the stock for 1-2 days
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amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
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Posted: 16/Feb/2010 at 12:18pm |
Originally posted by Circuit
This stock was today recommended by Ashish Chug of Hidden Gem fame..His magic casts the spell on punters in the stock for 1-2 days
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Interesting, that means these guys can recommend 20 stocks per year double their money or more with 5% growth on each punt. But it works only in good times/sentiments right ?
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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Posted: 16/Feb/2010 at 9:39am |
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in fact i have seen the similar trend in recos. by RD. stocks run up for 1-2 months and then he recommends as Value buys!!probably he loads it up before divulging.. Ashish Chug's recos already run up on the same day before he recommends.
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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