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catcall
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 1076
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   Posted: 17/Jan/2008 at 7:39pm |
Good to see a stock from a sector that I track on the Equitydesk XI, 
Basantji, have you had a look at Thermax in the same sector? The reason why I say this is that reading your first post on this thread, you have reffered to the use of ACs in Malls s..... The latest trend in this sector is gas based Vapour Absorbtion Systems /machines (VAM) in which Thermax specialises (there are very few players in this field) ... It's a more cost effective and maint free system, especially for larger hotels,malls as also for chemical plant refrigeration.....
Edited by catcall - 17/Jan/2008 at 7:41pm
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There are two times in a man's life when he should not speculate-when he can't afford it and when he can-Happy investing!
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
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Posts: 2296
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Posted: 17/Jan/2008 at 7:56pm |
You are right Catcalljee,
I had Thermax in the past and I am still studying it, if you look at the numbers and balance sheet, etc etc, this company is a solid case for investment , somehow market doesnt recognise its value. Recently Mr.Deshpande who turned around the company got retired I guess.
Basantjee and Punekars can throw more light on the same.
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India_Bull forever Bull !
www.kapilcomedynights.com
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 17/Jan/2008 at 8:15pm |
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no idea on this one but thermax is very well run especially after the death of the promoter a few years back.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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tigershark
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Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 30/Jan/2008 at 8:46pm |
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phoenix high street is building another 50 malls in tier 1 cities
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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Musketeer
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Joined: 12/Feb/2008
Location: India
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Posts: 310
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Posted: 12/Feb/2008 at 11:34am |
Hello Catcall...
Do you know the size of this opportunity, Vapour Absorption Systems? What other services does Thermax offer? What is their potential? Sorry, if it is in the wrong topic.
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Be fearful when others are greedy. Be greedy when others are fearful.
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joslinjose9
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Joined: 26/Feb/2008
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Posts: 301
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Posted: 06/Mar/2008 at 9:56pm |
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helo basanth sir is it good to buy bluestar at current levels
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fear of lord is the beginning of wisdom
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 06/Mar/2008 at 9:59pm |
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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tigerz_style
Senior Member
Joined: 09/Dec/2007
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Posts: 166
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Posted: 09/Apr/2008 at 12:29pm |
When we include Bluestar and Voltas in The Equity Desk thier major area is Air Conditioning. We here consider that these companies wud benefit from the mall culture coming up in India .
Should we not also focus on companies that are in the Glass industry as they form the major chunk of income from these malls and retail boom.
Are we not missing this area ..............
Anyone having any idea about the major companies in this area
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