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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Page Industries(Jockey)-A Recession free business Post Reply Post New Topic
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manish_okhade
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Quote manish_okhade Replybullet Posted: 01/Mar/2010 at 12:19pm
Originally posted by rahul80

Is Page worth investing with a 2-3 yr horizon at around Rs 800?

Thanks.
 
Its very subjective, scope of opportunity is big and if page plays its act well then one can expect a decent growth.
 
But there are risks too, gowth requires a capitol for expansion and nobody know when it will become scarce!
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wolf
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Quote wolf Replybullet Posted: 03/Mar/2010 at 11:40am
I don't think Jockey caters to the premium segment.

Personally (i know its nobody's business)i find Madura Garments inner-wear that is Allen Solly or Louis Phillipe or Van huesen better in quality but the advertising and promotion is minimum. But the competition would heat up as time goes.

Here is my take: Jockey inner-wear has a great brand value. And it would have the majority market share.

The design, advertising, brand value, brand recall and distribution would be hard to match by most competitors.

The only question that remains is the share value. I wonder if the share would shoot up if the company changes the name to Jockey instead of Page Industries
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aloksahi1971
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Quote aloksahi1971 Replybullet Posted: 04/Mar/2010 at 3:23pm
AMUL MACHO ye to bada twang hai!!!!
There is avast diff between the core and perifery. For jockey Iners are the core for the others only periferal
Born To Golf forced to work.
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vijayM
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Quote vijayM Replybullet Posted: 26/Mar/2010 at 10:42pm
Page ind is making a classic round bottom on charts implying
end of correction from 900 to 800.
 
Fundamentally, it is still quoting at a PEG of 0.7 Smile
If a business does well, the stock eventually follows:Warren Buffett
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rohans
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Quote rohans Replybullet Posted: 03/Apr/2010 at 9:37am
Basantji - what's your estimate of EPS for FY11 and FY12 for Page ?
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samirarora
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Quote samirarora Replybullet Posted: 09/Apr/2010 at 5:13pm
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CHINKI
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Quote CHINKI Replybullet Posted: 11/Apr/2010 at 9:21am
Innerwear makers eye leisure wear segment

More competition for Jockey in Leisurewear segment!!
TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO
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pramodjain
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Quote pramodjain Replybullet Posted: 20/Apr/2010 at 3:07pm
Don't you think this stock has richly valued better stocks are available at attractive valuation.

Edited by pramodjain - 20/Apr/2010 at 3:07pm
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
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