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kanagala
Senior Member
Joined: 31/Mar/2007
Location: India
Online Status: Offline
Posts: 1229
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 Posted: 10/Mar/2008 at 1:26am |
Originally posted by kulman
What comes to your mind when you think of Mahindra & Mahindra (M&M), Aditya Birla Nuvo, Max India, Godrej Industries and Zuari Industries?
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To stay away from them. It is jut a management greed to keep controlling stake.
Edited by kanagala - 10/Mar/2008 at 1:26am
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While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior.
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Bangabasi
Newbie
Joined: 21/Mar/2008
Location: India
Online Status: Offline
Posts: 5
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 Posted: 21/Mar/2008 at 10:17am |
Holding companies are shell companies to help promoters maintain their stake. There is no definite trigger in the case of most of these companies.
That is why they trade at a significant discount to their intrinsic values. They are just going to sit there as mute spectators.
My personal opinion is if there exists a substantial discount in excess of 80%, then one can consider buying, in any other case its better to avoid.
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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
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 Posted: 21/Mar/2008 at 10:37am |
Originally posted by Bangabasi
Holding companies are shell companies to help promoters maintain their stake. There is no definite trigger in the case of most of these companies.
That is why they trade at a significant discount to their intrinsic values. They are just going to sit there as mute spectators.
My personal opinion is if there exists a substantial discount in excess of 80%, then one can consider buying, in any other case its better to avoid.
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110 p.c. agree......
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nitin_jagtap
Senior Member
Joined: 29/Dec/2007
Location: India
Online Status: Offline
Posts: 1283
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 Posted: 22/Mar/2008 at 5:16pm |
Originally posted by Vivek Sukhani
Originally posted by Bangabasi
Holding companies are shell companies to help promoters maintain their stake. There is no definite trigger in the case of most of these companies.
That is why they trade at a significant discount to their intrinsic values. They are just going to sit there as mute spectators.
My personal opinion is if there exists a substantial discount in excess of 80%, then one can consider buying, in any other case its better to avoid.
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110 p.c. agree...... |
Perfect .....I agree Going concerns need real businesses with real earnings FROM business operations .....otherwise the discounting will go on for ever unless there is some definite trigger.
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Warm REgards
Nitin Jagtap
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Bangabasi
Newbie
Joined: 21/Mar/2008
Location: India
Online Status: Offline
Posts: 5
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 Posted: 22/Mar/2008 at 11:25pm |
Hey can you please send me the prospectus as well
Thanks
Bangabasi
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 03/Dec/2008 at 4:57pm |
JSW HOLDING has very interesting future story.Tremendous unlocking value the way management is proceeding ahead with their big investment in emerging sectors.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
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 Posted: 03/Dec/2008 at 5:12pm |
What comes to your mind when you think of Mahindra & Mahindra (M&M), Aditya Birla Nuvo, Max India, Godrej Industries and Zuari Industries? For most investors, these companies are market leaders owned by leading business houses. |
I got out of M&M when I read that it is getting into the movie industry. I was also not too happy seeing the boss on Page 3 too often for my liking.
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stockaddict
Senior Member
Joined: 18/Jul/2007
Online Status: Offline
Posts: 263
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 Posted: 03/Dec/2008 at 7:52pm |
Originally posted by Vivek Sukhani
Originally posted by Bangabasi
Holding companies are shell companies to help promoters maintain their stake. There is no definite trigger in the case of most of these companies.
That is why they trade at a significant discount to their intrinsic values. They are just going to sit there as mute spectators.
My personal opinion is if there exists a substantial discount in excess of 80%, then one can consider buying, in any other case its better to avoid.
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110 p.c. agree...... |
You mean to say 88% discount is worth it 
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