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basant
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   Posted: 18/Jul/2007 at 10:28pm |
Originally posted by vivekkumar_in
Originally posted by basant
If DLF has a NAV of Rs. 600 in July 2007, and if land prices have appreciated by 30% in one year, then buy DLF if the stock price is below Rs. 780. Does it sound logical enough?
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Absolutely, But the problem is that appreciation in land prices will always be below the returns that businesses can generate. That is because people pay EMI etc from the cash that they generate by working for business. If land prices rise faster then busineses will theoratically all bsuinesses should be closed and money invested in buying land. - Just a perspective! |
Very good perspective Basant ji !
For all general purposes it applies when one thinks between investment in land against investment in a good company.
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The past historic rate of returns are put in this thread Read how wealth can be created in stocks only!!! Those returns relate to the US and not for here.But I do not think that there should be any significant changes in the super long run irrespective of which country we choose to analyse
Edited by basant - 18/Jul/2007 at 10:31pm
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xbox
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Posted: 18/Jul/2007 at 5:25am |
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Real estate sector like IT sector will go though boom, doom & boom.
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Don't bet on pig after all bull & bear in circle.
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CHINKI
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Posted: 18/Jul/2007 at 10:49am |
Realty stocks fly high as land bank’s back in play
MUMBAI: Realty and land bank play are words that are no longer an anathema in the capital market. In a complete volte-face , and less than two weeks since DLF’s listing, it appears that change is in the air. The recent past had seen the Delhi-based real estate company’s second attempt to tap the market meet with a muted response — the stock was listed with a small premium on its debut. Reason being the real estate tag. Land bank is once again the mantra and it comes as no surprise that most of the prominent real estate stocks are registering impressive gains almost on a daily basis. The real shot in the arm was, however, when BSE launched a separate real estate index — BSE Realty.
COMPLETE STORY IN : ET
Edited by CHINKI - 18/Jul/2007 at 10:50am
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TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO
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xbox
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Posted: 18/Jul/2007 at 11:05am |
It is highly possible that weitage of IT companies in SENSEX gets reduce & reality, banks or engineering to gain. Somebody said unitech...could..be
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Don't bet on pig after all bull & bear in circle.
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CHINKI
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Posted: 19/Jul/2007 at 9:36pm |
DLF Q1 NET AT RS 579 CRORE
MUMBAI, JULY 19: Real estate developer DLF on Thursday posted a net profit of Rs 579.27 crore and total revenue of Rs 1207.11 crore for first quarter ended June 30.
The board of directors of the company at its meeting on Thursday declared dividend of Rs 2 on shares of Rs 2 each (100 per cent) on the entire equity share capital including the shares issued in the IPO of the company for the financial year 2006-07.
FURTHER DETAILS IN:FE
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TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO
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deveshkayal
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Posted: 19/Jul/2007 at 10:59pm |
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While his firm brought out a sell report on DLF, Nemish Shah is accumulating DLF since its listing and recommending to others...whether its a long term bet or short term remains to be seen...watch this space...
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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kulman
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Posted: 19/Jul/2007 at 11:08pm |
While his firm brought out a sell report on DLF, Nemish Shah is accumulating DLF ....
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Maybe that's the main reason for bringing out the SELL report!
I have absolutely zero respect for hypocrites/imposters.
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Life can only be understood backwards—but it must be lived forwards
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basant
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Posted: 19/Jul/2007 at 11:11pm |
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RD, RJ and RK Damani have also been rumoured to have bought DLF - Please do your own diligence because though I believe this news to be true it is still a rumour in the strict sense of the word.
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'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
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