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Emerging companies - Mid caps that can become large cap
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Kishor
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Quote Kishor Replybullet Posted: 25/Feb/2010 at 12:01pm
Hi Manish
 
ROE =PAT/(Eqty+Reserves&Surplus)
 
RoNW=EBIT(Eqty+R&S+Debt)
 
ROE is related to Equity share holders only  and Networth mostly means capital employed which will be debt +Equity.
 
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basant
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Quote basant Replybullet Posted: 25/Feb/2010 at 12:06pm
Net worth is the same as shareholders equity. In the above case RoNW is nothing but the RoE and the expression alongside RoNW is the RoCE formula.

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manish_okhade
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Quote manish_okhade Replybullet Posted: 25/Feb/2010 at 12:10pm
Originally posted by basant

Net worth is the same as shareholders equity. In the above case RoNW is nothing but the RoE and the expression alongside RoNW is the RoCE formula.

 
But you still did not naswer any investor's million dollar question - In your personal opinion ratio metrics as well as qualitative aspect justifies the CMP as the good entry point?
 
I am kinda tend to buy it so thought to have a view from you also.Of course it will remain going to be my personal decison so no tag attached in future too for what you say.


Edited by manish_okhade - 25/Feb/2010 at 12:11pm
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CHINKI
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Quote CHINKI Replybullet Posted: 25/Feb/2010 at 12:15pm
Originally posted by manish_okhade

But you still did not naswer any investor's million dollar question - In your personal opinion ratio metrics as well as qualitative aspect justifies the CMP as the good entry point?
Read his tagline.
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Quote Ajith Replybullet Posted: 26/Feb/2010 at 9:28pm
 I went to the leading textile shop here and purchased 1 jockey shorts.On enquiring I was surprised to hear that Jockey outsells VIP.Bu then this a town with lots of rich folks.
   Overall,in India VIP outsells Jockey does it not?Jockey is the No.1 only in the premium segment.


Edited by Ajith - 26/Feb/2010 at 9:28pm
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manish_okhade
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Quote manish_okhade Replybullet Posted: 26/Feb/2010 at 9:37am
Originally posted by Ajith

 I went to the leading textile shop here and purchased 1 jockey shorts.On enquiring I was surprised to hear that Jockey outsells VIP.Bu then this a town with lots of rich folks.
   Overall,in India VIP outsells Jockey does it not?Jockey is the No.1 only in the premium segment.
 
Maths goes like this.
 
Indian Population: 100 Cr
Premium segment: lets assume 10% it gives 10 Cr
Average cost of innerwear: 150/- (Its very conservative)
 
Above give me sales figure of 150x10 = 1500Cr !!! and present annual sale is hardly less than 20% of this figure. If Page plays its act well then its a multibagger in long run.
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Quote EquityInv Replybullet Posted: 26/Feb/2010 at 10:46am
Originally posted by manish_okhade

Originally posted by Ajith

 I went to the leading textile shop here and purchased 1 jockey shorts.On enquiring I was surprised to hear that Jockey outsells VIP.Bu then this a town with lots of rich folks.   Overall,in India VIP outsells Jockey does it not?Jockey is the No.1 only in the premium segment.

 

Maths goes like this.

 

Indian Population: 100 Cr

Premium segment: lets assume 10% it gives 10 Cr

Average cost of innerwear: 150/- (Its very conservative)

 

Above give me sales figure of 150x10 = 1500Cr !!! and present annual sale is hardly less than 20% of this figure. If Page plays its act well then its a multibagger in long run.


Somewhere I read that combine market for men+women's undies are around 5000 crores now and it's been growing double digit.. There's virtually one "brand" in undies so far..
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rahul80
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Quote rahul80 Replybullet Posted: 28/Feb/2010 at 11:42am
Is Page worth investing with a 2-3 yr horizon at around Rs 800?

Thanks.
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