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Videocon appliances .... value industries

Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1870
Printed Date: 20/Apr/2025 at 5:35pm


Topic: Videocon appliances .... value industries
Posted By: gopal
Subject: Videocon appliances .... value industries
Date Posted: 05/Aug/2008 at 9:37pm
Dear TEDies,
 
Can all members please give there valuable comments / feedbacks / ideas on videocon appliances which has now been renamed as value industries.
 
Rgds


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Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful


Replies:
Posted By: gopal
Date Posted: 05/Aug/2008 at 9:52pm
 
Videocon appliances ... value industries has
 
low pe of about 7
high cash eps about 28
eps about 5
 
is one of the biggest electronic manufacturers in india
 
rgds
 


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Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful

Posted By: xbox
Date Posted: 05/Aug/2008 at 10:25am
Originally posted by gopal

 
Videocon appliances ... value industries has
 
low pe of about 7
high cash eps about 28
eps about 5
 
is one of the biggest electronic manufacturers in india
 
rgds
 
It justify thier current position. Comsumer electronics is poor industry to be in.

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Don't bet on pig after all bull & bear in circle.

Posted By: smartcat
Date Posted: 06/Aug/2008 at 12:39pm
Samsung/LG are making big money (globally). Is it not possible for an Indian company to do what the Koreans and the Chinese did?

Posted By: xbox
Date Posted: 06/Aug/2008 at 1:08pm
Originally posted by smartcat

Samsung/LG are making big money (globally). Is it not possible for an Indian company to do what the Koreans and the Chinese did?
With assumption that everything is possible, it is very very difficult to beat them in pricing and consumer electronics is nothing but commodity. World-over Consumer electronics companies of Europe (Phillips, ..), USA (??) are facing heat from low cost, high design counterparts of China/Korea/Japan/Taiwan.
Because of commodity nature of the business, it is near impossible to demand premium and we all know Indian manufacturing is not one of the least-cost area.
It is not that only Samsung, LG or Sony knows how to make LCD TVs but it is that only they how to make it in least cost and this difference separates Phillips, Thomson from them.


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Don't bet on pig after all bull & bear in circle.

Posted By: gemseeker
Date Posted: 06/Aug/2008 at 1:39pm
This group is not a reliable group. They are not investor friendly. Earlier there used to be 3 companies - Videocon VCR, Videocon Appliances, Videocon International. They promoted Videocon Narmada and alloted the fully convertible debentures. They ate away money from poor investors by merging it in Videocon International. They also promoted Videocon leasing and had all the money there . Later they changed the name of Videocon Leasing to Videocon industries and merged Videocon International in  Videocon industries. The Dhoots are not investor friendly and their intentions are not good. I would advice to remain away from thie group. Just a advice.
 
Gem

Posted By: excel_monkey
Date Posted: 07/Feb/2011 at 5:00am
Videocon Industries (not appliances) board is meeting in the next few days and could also decide on the de-merger of its oil business
might result in a lot of short term interest in the company


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