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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903
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   Posted: 08/Dec/2007 at 12:44pm |
Even if market gives a one year forward PE of 15, PL estimates an FY10 EPS of 75, in 18 months we have a price target of 1125, CMP is 430 
Today's TOI reports that Welspun Group with Adani Group will bid for UK oil & gas company Burren Energy. Even if it misses Burren Energy, Goenka has no plans to give up on the business. He has put a blueprint in place to acquire oil blocks, both within the country and abroad, along with Adani.
Plz start a seperate thread on Ratnamani.
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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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smartcat
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Joined: 29/Mar/2007
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Posted: 08/Dec/2007 at 1:42pm |
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Adani and Welspun together have bagged 2 blocks under NELP in Assam and Gujarat, and 1 block in Thailand for exploration. But I'm not sure if this comes under Welspun Gujarat.
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kulman
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Joined: 02/Sep/2006
Location: India
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Posted: 08/Dec/2007 at 2:03pm |
I guess that Oil & Gas exploration foray is not under WelGuj RalStr.
Besides, Devesh please keep in mind RoE. There could be equity dilutions, additional debt going ahead.
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deveshkayal
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Posted: 08/Dec/2007 at 2:47pm |
CLSA reports states that "Investments at low capital costs and increasing utilisations will boost ROE to 40% till FY10.
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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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deveshkayal
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Posted: 08/Dec/2007 at 8:05pm |
Motilal has given a FY09 PE of 15 in its 22nd Oct report on Pipe manufacturers. ROE at 32% 
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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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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posted: 11/Dec/2007 at 4:08pm |
Edelweiss FY09 Diluted EPS is 28.8, FY08 EPS : 17.7
Btw, the stock was up 8% today at 475. I included it in my model portfolio at 400 !
HDFC Sec has a price target of 500.
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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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Akila
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Joined: 23/May/2007
Location: India
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Posts: 11
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Posted: 11/Dec/2007 at 11:42am |
Iam holding this particular stock for past one year , it has grown from Rs.150 to Rs.475 now...
This is what the TV analyst has to say on Welspun Gujrat today..
Welspun Gujarat looks bulliosh on the charts, says Sachin Chavhan, techncial analyst, on CNBC Awaaz. The stock has a short term target of Rs 530, he adds.
Edited by Akila - 12/Dec/2007 at 2:25pm
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deveshkayal
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Posted: 12/Dec/2007 at 8:59am |
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Emkay has put a one year price target of 608.
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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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