| Author |
Message |
amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
|
   Posted: 08/Jan/2010 at 12:09pm |
Originally posted by manish_okhade
What are the growth drivers? Why it should continue to increase EPS for years ahead? |
Same as for any other consumer durables company in India.
In hindsight its already a hundred bagger from 2003, was languishing at 2-3 Rs.
Story can turn out to be better or worse, but my expectations are
Jan - June 2010 EPS 65 Rs
Jan - June 2011 EPS 90 Rs EPS
Jan - June 2012 EPS 125 Rs EPS,
and increase of dividends
if they dont turn out so we can sell in six months, conversely we can wait for six months till July 2010 to wait for results.
|
 IP Logged |
|
|
|
 |
|
FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
|
Posted: 08/Jan/2010 at 12:43pm |
|
it looks they reprt good EPS in first 6 months only and later half is just time pass..
Amit, how about their international plans.. is it going good too?
|
|
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
|
|
IP Logged |
|
|
|
manish_okhade
Senior Member
Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997
|
Posted: 08/Jan/2010 at 1:00pm |
Originally posted by amitdip
[QUOTE=manish_okhade]
Story can turn out to be better or worse, but my expectations are
Jan - June 2010 EPS 65 Rs
Jan - June 2011 EPS 90 Rs EPS
Jan - June 2012 EPS 125 Rs EPS,
and increase of dividends
|
Good to see the forcast but it helps if you can share reasons for growth like:
1) Capacity expansion plan
2) Expansion of distribution n/w
3) Any tie-ups, foreign collaboration erc.
4) RnD - new product launch
5) Any focus on mktg budget/strategy
One can add more, i stated above just as an example of what details i am looking for before taking a stand.
|
|
IP Logged |
|
|
|
amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
|
Posted: 08/Jan/2010 at 3:25pm |
|
Hi Manish,
Im afraid I dont know about any such precise expansion plans nor media statements from company. I trust you may get your specific answers by one the persons inside http://symphonycomfort.com/contactus.html. One can only see the effort company is making, then its just wait and watch, also this is no cant-miss-opportunity, one can always join the party later.
There is another small company that off late i am liking and accumulating, which has come out with media statements about expansion. Its a delhi based shoe/slippers company now intending to go nation wide. their website seems to be broken http://www.relaxofootwear.com/
it was with RJ too in year 2006-07
Regards
|
|
IP Logged |
|
|
|
amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
|
Posted: 09/Jan/2010 at 12:48pm |
|
An old presentation
http://www.slideshare.net/symphonycomfort/corporate-presentation-2702837
|
|
IP Logged |
|
|
|
FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
|
Posted: 09/Jan/2010 at 4:24pm |
|
Amit, thanks for the link!! no doubt this company has got great products and brands in place.. it is little surprising how could they falter in between...how has been corp. governance etc?
|
|
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
|
|
IP Logged |
|
|
|
Crimsonarcher
Senior Member
Joined: 05/Oct/2006
Location: United States
Online Status: Offline
Posts: 355
|
Posted: 11/Jan/2010 at 9:31am |
Originally posted by amitdip
There is another small company that off late i am liking and accumulating, which has come out with media statements about expansion. Its a delhi based shoe/slippers company now intending to go nation wide. their website seems to be broken http://www.relaxofootwear.com/
it was with RJ too in year 2006-07
|
Amit, RJ i think also was invested in Metro Shoes of mumbai, pretty much for the same reason. maybe thats why he divested out of relaxo and into Metro. They are not public, but were planning to go nation wide too.
Symphony has halted its march, but thats the problem with small cap...unless markets are peaking, these can lose attention very quickly. Do you have any information on their growth plans? sorry wasn't able to download the presentation because of firewall restrictions, would look into it later.
|
|
IP Logged |
|
|
|
amitdip
Senior Member
Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
|
Posted: 11/Jan/2010 at 11:21am |
Originally posted by Crimsonarcher
Originally posted by amitdip
There is another small company that off late i am liking and accumulating, which has come out with media statements about expansion. Its a delhi based shoe/slippers company now intending to go nation wide. their website seems to be broken http://www.relaxofootwear.com/
it was with RJ too in year 2006-07
|
Amit, RJ i think also was invested in Metro Shoes of mumbai, pretty much for the same reason. maybe thats why he divested out of relaxo and into Metro. They are not public, but were planning to go nation wide too.
Symphony has halted its march, but thats the problem with small cap...unless markets are peaking, these can lose attention very quickly. Do you have any information on their growth plans? sorry wasn't able to download the presentation because of firewall restrictions, would look into it later. |
Im pretty certain about expansion plans in Mexico, US, Gulf besides India - something of this nature should be mentioned in latest annual report too. Next six months should provide adequate signal whether expansion elevates synergy or not, and growth of heaters, mind you its summers in South Africa, Australia, NZ/southern hemisphere so if expansion works then December Qrts in future years should look good. But many a company returned back with defeat on foreign shores including Titan Industries.
Cheers
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
