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kanagala
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Quote kanagala Replybullet 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?

 


To stay away from them. It is jut a management greed to keep controlling stake.



Edited by kanagala - 10/Mar/2008 at 1:26am
While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior.
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Bangabasi
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Quote Bangabasi Replybullet 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
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Quote Vivek Sukhani Replybullet 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.
 
 
 
110 p.c. agree......
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nitin_jagtap
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Quote nitin_jagtap Replybullet 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.
 
 
 
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.
Warm REgards
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Bangabasi
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Quote Bangabasi Replybullet Posted: 22/Mar/2008 at 11:25pm
Hey can you please send me the prospectus as well
 
Thanks
Bangabasi
 
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experteye
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Quote experteye Replybullet 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.
more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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Hitesh Shah
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Quote Hitesh Shah Replybullet 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
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Quote stockaddict Replybullet 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.
 
 
 
110 p.c. agree......
 
You mean to say 88% discount is worth it Wink
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