Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Pantaloon Retail - Targetting 100% growth y-o-y. Post Reply Post New Topic
<< Prev Page  of 382 Next >>
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 07/Nov/2006 at 3:19pm
BubbleVision: Yes it is and what do you have to say about my technical trivia in one of the earlier posts?
'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 IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 07/Nov/2006 at 8:51pm
Pantaloon has entered into a tie up with IOC whereas IOC will set up petrol pumps at the Pantaloon malls and Pantaloon will set up food Bazaar outlets at the IOC petrol pumps.
'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 IP Logged
nikhil090
Senior Member
Senior Member


Joined: 06/Nov/2006
Online Status: Offline
Posts: 1344
Quote nikhil090 Replybullet Posted: 07/Nov/2006 at 9:01pm
Dear Basantji,
 
Is it still a buy at 2100 or wait for some correction to enter?
IP IP Logged
India_Bull
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
Quote India_Bull Replybullet Posted: 08/Nov/2006 at 7:47pm

Pantaloon becomes very volatile at times when market swings up and down. Guess one should take a chance when it corrects and add..

Even Fina Tech is also a similar stock...
 
India_Bull forever Bull !
www.kapilcomedynights.com
IP IP Logged
India_Bull
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
Quote India_Bull Replybullet Posted: 08/Nov/2006 at 7:52pm
IOC type is a good news , Pantaloon gets immediate presence at thousands of locations.However just wondering or wanted to know from Basantji, Pantaloon or lets say reliance -retail do  have the stregnths in logistics which is going to be an important part of this industry..
 
I read an article which talked about shortage of skilled manpower in courier industry and hence lot of poaching is happening and the companies have to spend lot of money to retain and attract people , this affects the profitability naturally, would similar thing anticipated  in Retail industry?
India_Bull forever Bull !
www.kapilcomedynights.com
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 08/Nov/2006 at 8:07pm

Yes logistics is important but we are yet to see fully developed supply chains. Reliance is attemptiong to set one.

'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 IP Logged
tigershark
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Quote tigershark Replybullet Posted: 08/Nov/2006 at 8:53pm
todays ET runs an article on how retail is growing leaps and bounds,pantaloon has shown the highest growth in sales 65% but it also points outthat margins have dipped on the other hand shoppers has shown an increase in margins but asmaller topline.most of pantaloons growth has come from new outlets while the old ones have been steady at 25%,now is this not aworrisome factor as evry yr just to sustain growth they will have to open new stores.could yu pl explainand correct me if im wrong.
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 08/Nov/2006 at 9:23pm
Incorrect to see q-on-q pant was planning for over 1 mill sq feet addition on oct - dec so spent more on salary stocks etc. Cannot hire on 1st OCt for a store that starts on October 01.
 
 
Retail will be a Rs 18 lac cr market in 2010 so enough for all to survive.
 
'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 IP Logged
<< Prev Page  of 382 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.152 seconds.
Bookmark this Page