| Author |
Message |
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
   Topic: Kotak Mahindra - All in one!
Posted: 26/Sep/2006 at 11:51am |
Kotak Bank is planning to demerge its trading business. While the fine print is still to be read I believe taht this could be another block buster opportunity. Today India Bulls trades at a market cap of Kotak Bank. The online clients at India Bulls is greater thouigh.
Edited by basant - 26/Sep/2006 at 11:52am
|
|
'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 Logged |
|
|
|
 |
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 22/Nov/2006 at 9:59pm |
|
Sir, What is your view on Kotak Mahindra Bank? They are also into Life Insurance, Investment banking etc...
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 22/Nov/2006 at 7:14am |
Excellent choice. Should do very well over the next 2-3 years. Has a lot of hidden and valuable assets.
|
|
'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 Logged |
|
|
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 22/Nov/2006 at 9:59am |
Sir, Can you elaborate on there hidden values? if your reply was for my question?
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 22/Nov/2006 at 10:41am |
|
Insurance, Asset management company, Private Banking, Equity holdings in valuable assets like Businesss Standard etc. The calculation is difficult to do since perfect details are not available. Do not look at this stock on PE/EPS basis!
Edited by basant - 22/Nov/2006 at 10:43am
|
|
'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 Logged |
|
|
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 22/Nov/2006 at 11:05am |
|
OK, any idea how much they own in Business-Standard and they also has Kotak Securities?
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 22/Nov/2006 at 11:08am |
|
Yes Kotak securities, How could I forget that. Business standard they have a minority stake maybe less then 20% not sure about the actual number.
|
|
'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 Logged |
|
|
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 22/Nov/2006 at 11:14am |
|
Thats what I thought how could you forget Kotat Securities it happens, they also bought back stake in there JV and now I think they hold 100% in Kotak Securities? Looking at other brokerage companies and there value how much on market cap. basis you will give Kotak Securities?
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
