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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
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suru27
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Quote suru27 Replybullet Posted: 24/Jan/2011 at 7:34pm
Request tedians to provide inputs on following:
 
1) What is the current production capacity
2) What is current utilization?
3) Is new plant operational?
4) The effect of new plants is not visible in post mar-10 QTR results. Why?
 
( I hold a small position in this company)
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Market Maniac
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Quote Market Maniac Replybullet Posted: 09/Feb/2011 at 11:47pm


Lovana Property which is around 50% of the MCap and is disposable.
-the property has a frontage of 90mts(300ft) and extends 1000 feet inside like a rectangle.at a conservative 2000 rs.sq/ft 60 crs is a reasonable value for the property.
-the current rent the property receives is 1.7 crs so 3% yield seems reasonable for lonavla.
-the company shut its plant due to union problems and strikes.
-tops securities is guarding the premises currently.
-in lonavla the property market usually has 60%(black)-40%(white)ratio.
-there is no litigation in the property as per the info i received.
Co. started earning rent from the said property only from FY09.
Rent :

FY09 - 48L
FY10 - 1.7Cr. (Gross)

Co. will do 22.5-25Cr. in PAT this year.


Long Term Average RoE is above 20%

Debt Free


Peak Earnings are yet to come.

And so is the Stock Price.

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srisaurabh2000
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Quote srisaurabh2000 Replybullet Posted: 09/Feb/2011 at 12:44pm
Guess this property is where the big boss shooting takes place.

Edited by srisaurabh2000 - 09/Feb/2011 at 12:46pm
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hit2710
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Quote hit2710 Replybullet Posted: 09/Feb/2011 at 8:38am
Originally posted by srisaurabh2000

Guess this property is where the big boss shooting takes place.


Are we talking about ABC Bearing owning this property in lonawala? Because I have seen the plant at Bharuch and it is located in a very attractive location.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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srisaurabh2000
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Quote srisaurabh2000 Replybullet Posted: 09/Feb/2011 at 9:37am
Originally posted by hit2710

Originally posted by srisaurabh2000

Guess this property is where the big boss shooting takes place.


Are we talking about ABC Bearing owning this property in lonawala? Because I have seen the plant at Bharuch and it is located in a very attractive location.
 
Yes.
http://www.colorstv.in/uk/terms-and-conditions-uk/. Search for ABC Bearing in this article.
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baba
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Quote baba Replybullet Posted: 19/Feb/2011 at 12:37pm
Originally posted by excel_monkey

Hit bhai
a report on ABC by Parag Parikh published just a few days back

https://www.ppfas.com/pdf-docs/research/research-reports/2010/abc-bearings-ppfas-ic.pdf



thankx monkey Big%20smile
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Ravenrage
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Quote Ravenrage Replybullet Posted: 02/May/2011 at 9:35pm
Results out .. 60 % dividend ...
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TCSer
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Quote TCSer Replybullet Posted: 07/Jun/2011 at 6:32pm
HOW IS THIS COMPANY AT 5 pe & A VERY DECENT DIV YIELD.HAVENT TRACKED THIS CO N SECTOR.VIEWS INVITED.
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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