| Author |
Message |
smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
|
   Posted: 21/Nov/2007 at 2:47pm |
Devesh bhai, if you have the full report, send it to me. I like the way firangis write reports. They always compare stocks with companies in China or Middle East.
| “DLF announced that it has sold a 49% stake in 7 projects spread over Chennai, Bangalore, Kochi, Indore for a consideration of Rs14,810mn and 49% in the housing project in Panchkula for Rs1,940mn to Brahma Investments. The total saleable area for the projects is 70mn sq ft (9% of the total land bank but 5% of total NAV). The sale only includes the residential portion of the projects. The total land cost is Rs 22,000 million |
Edited by smartcat - 21/Nov/2007 at 4:05pm
|
 IP Logged |
|
|
|
 |
|
muralimohan001
Senior Member
Joined: 22/Sep/2006
Location: United States
Online Status: Offline
Posts: 217
|
Posted: 22/Nov/2007 at 6:13am |
Burger King, Wendy's in talks with DLF for JV
Edited by muralimohan001 - 22/Nov/2007 at 6:14am
|
|
If money is your hope for independence, you will never have it. The
only real security that a man can have in this world is a reserve of
knowledge, experience and ability.
|
|
IP Logged |
|
|
|
muralimohan001
Senior Member
Joined: 22/Sep/2006
Location: United States
Online Status: Offline
Posts: 217
|
Posted: 22/Nov/2007 at 6:15am |
|
|
|
If money is your hope for independence, you will never have it. The
only real security that a man can have in this world is a reserve of
knowledge, experience and ability.
|
|
IP Logged |
|
|
|
deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
|
Posted: 22/Nov/2007 at 9:48am |
With DLF, one can play retail, media, financial services,hospitality and real-estate.
Basantji, can we shift this thread to Large Caps ??
|
|
"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
|
|
IP Logged |
|
|
|
xbox
Senior Member
Joined: 10/Sep/2006
Online Status: Offline
Posts: 2001
|
Posted: 22/Nov/2007 at 9:54am |
|
In real-estate, sometimes selling stakes makes more sense than selling apartments. Our biggies are quite fast in doing this.
|
|
Don't bet on pig after all bull & bear in circle.
|
|
IP Logged |
|
|
|
PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
|
Posted: 23/Nov/2007 at 2:59pm |
Originally posted by smartcat
Real estate is one sector which MF industry missed in 2006, and they are continuing to ignore it in 2007.
Yes, a large number of mutual funds have exposure to DLF but it constitutes only 1 - 2% of their overall portfolio. This is surprising since DLF is a high profile company with a massive market cap and is expected to generate a net profit of Rs. 8,000 crores in FY09.
Real estate sector weightage in the indices will continue to go up. I wonder when these guys will wake up and smell the coffee.
|
DSPML has added DLF in their Model portfolio and has taken out INFOSYS
|
|
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
|
|
IP Logged |
|
|
|
India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
|
Posted: 23/Nov/2007 at 3:10pm |
DSPML has added DLF in their Model portfolio and has taken out INFOSYS
Ham to pichale 6 months se bata rahe hai !!!
|
|
India_Bull forever Bull !
www.kapilcomedynights.com
|
|
IP Logged |
|
|
|
PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
|
Posted: 23/Nov/2007 at 3:18pm |
Originally posted by India_Bull
DSPML has added DLF in their Model portfolio and has taken out INFOSYS
Ham to pichale 6 months se bata rahe hai !!! |
Yes but we have not taken DLF in model portfolio of TED even now is not it?
|
|
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
