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Stock Synopsis
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
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go4sheel
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Quote go4sheel Replybullet Posted: 23/Sep/2010 at 1:30am
MCap might be around Rs.2000 cr
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ravi
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Quote ravi Replybullet Posted: 23/Sep/2010 at 7:16am
Master seems to be brilliant....Gitanjali Gems?
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om2112
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Quote om2112 Replybullet Posted: 23/Sep/2010 at 9:14am

 BGR ENERGY ?

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iaditya
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Quote iaditya Replybullet Posted: 24/Sep/2010 at 12:41pm
*am figuring out what are the questions to be asked while choosing stocks.

@Master: There has been a QIP of INR100 cr in March 2008
@Hit: Yup these numbers are as reported in the Company's annual reports.
Buy Solid Companies. Hold for 5 years. Avoid watching TV. Sleep Well.
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master
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Quote master Replybullet Posted: 24/Sep/2010 at 12:54pm
Another key issue to analyse with such companies is operating & financial performance of its associate companies.
 
My feeling is this company should have a number of subsidiaries/ associates/ partnerships belonging to the promoter group with whom this will have related party transactions, including some of them overseas. Problem is financials of all of them will not be consolidated in the results you're seeing due to lesser holding % and complex ownership structure.
 
Let me add i don't mean to discourage you from investing, please take your own call.
Someone’s sitting in shade today because someone planted a tree long time ago.
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camanoj
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Quote camanoj Replybullet Posted: 24/Sep/2010 at 1:14pm
Stock: Shree Ganesh Jewellery
Mcap: 1100 cr
My ballpark valuation - equity: 2400 cr
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camanoj
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Quote camanoj Replybullet Posted: 24/Sep/2010 at 1:23pm
Good pick Aditya. I bought the stock myself in 110-130 range when it went below half its issue price (260) in may-jul2010. Co to do sales of 4000 cr this year (py 3000 cr).
Manoj
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Catalyst
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Quote Catalyst Replybullet Posted: 24/Sep/2010 at 1:52pm
The Debt and Cash figures provided are incorrect, corrected data is as follows:
 
Consolidated Debt Rs.370 cr (FY10) Rs.372 cr (FY09)
Consolidated Cash Rs. 715 cr (FY10) Rs.598 cr (FY09)
What’s Euphoria, think of it as obscenity. Though its probably impossible to formulate a test for Obscenity but you know when you see it.
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