Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Stock Synopsis
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
Message Icon Topic: Mangalam Cement Post Reply Post New Topic
<< Prev Page  of 3
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 03/Feb/2010 at 10:06am
What I wanted to stress on was the historical discount maybe over the past 3 years and then if that average was above the current discount we can argue the case for a expending Pe.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
EMANI
Senior Member
Senior Member


Joined: 01/Jan/2010
Location: India
Online Status: Offline
Posts: 241
Quote EMANI Replybullet Posted: 05/Feb/2010 at 2:00pm

The average PE for ACC  from dec 2007 to dec 2009 is 11.02 and that of Mangalam is 3.7 during the same period.
          
 
          
    
          
esn
IP IP Logged
EMANI
Senior Member
Senior Member


Joined: 01/Jan/2010
Location: India
Online Status: Offline
Posts: 241
Quote EMANI Replybullet Posted: 05/Feb/2010 at 2:26pm
Mangalam is showing resilience at around 150 levels.
esn
IP IP Logged
rakhi183
Newbie
Newbie
Avatar

Joined: 07/Oct/2009
Location: India
Online Status: Offline
Posts: 14
Quote rakhi183 Replybullet Posted: 08/Feb/2010 at 10:46am
Shareholding Pattern
Period end Dec-09 Sep-09 Jun-09 Mar-09
Promoter and Promoter Group 25% 28% 28% 27%
     
Public 75% 72% 72% 73%
Institutions 11% 15% 14% 18%
FII 5% 10% 9% 9%
DII 6% 5% 5% 9%
Non Institutions 64% 56% 57% 55%
Bodies Corporate 35% 28% 28% 27%
 
promoter holding and the institutional holding reduced by 3% and 4% respectively in the last quarter...not a very good sign??


Edited by rakhi183 - 08/Feb/2010 at 10:47am
IP IP Logged
Circuit
Senior Member
Senior Member
Avatar

Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 930
Quote Circuit Replybullet Posted: 24/Aug/2010 at 3:41pm
Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota
IP IP Logged
brijwanth
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2008
Location: India
Online Status: Offline
Posts: 143
Quote brijwanth Replybullet Posted: 29/Aug/2010 at 12:11pm
225/1998 MANGALAM TIMBER PRODUCTS LTD. RAWDON CHAMBERS 11A RAWDON STREET, 3RD FLOOR CALCUTTA-700017 Declared No Longer Sick 16/11/2005

Accorfing to BFIR it is Mangalam Timber and not cement as said by one of the menber
Past will not be repeated in future but peaks and troughs do revert to mean, period and order of those peaks, troughs and mean days is the one i.e. not predictable- riser3 valuations
IP IP Logged
brijwanth
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2008
Location: India
Online Status: Offline
Posts: 143
Quote brijwanth Replybullet Posted: 30/Aug/2010 at 5:21pm
Things are moving pretty fast, Kesoram is buying stake on one hand and Mangalam Timber is being forced up on
Past will not be repeated in future but peaks and troughs do revert to mean, period and order of those peaks, troughs and mean days is the one i.e. not predictable- riser3 valuations
IP IP Logged
excel_monkey
Senior Member
Senior Member
Avatar

Joined: 17/Nov/2009
Online Status: Offline
Posts: 1281
Quote excel_monkey Replybullet Posted: 10/Nov/2010 at 4:25am
One should not talk about death but demise of B.K. Birla would bring a re-rating of Kesoram Industries as it would become part of Aditya Birla group under control of Kumar Mangalam Birla

Originally posted by wiseowl

B. K. Birla's granddaughter (Vidula Jalan) gets Mangalam Cement. So, it cannot be counted at par with Ultratech or Grasim which are B.K. / K.M. Birla companies.Also, if I remember right, Mangalam Cement got out of BIFR some time back. Hope the expansion plan does not put it back under BIFR.
IP IP Logged
<< Prev Page  of 3
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.016 seconds.
Bookmark this Page