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Ajith
Senior Member
Joined: 06/Aug/2006
Location: India
Online Status: Offline
Posts: 1284
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   Posted: 06/Oct/2006 at 8:13am |
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Blue Star is a clear winner-a company that will get the spin-off benefits of the real estate,SEZ,cold storage,retail.. booms.
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Ajith
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 06/Oct/2006 at 9:28am |
Originally posted by reema
Mr. basant why is it that you never talk about promoter holding and FII holding 52 week high/low bonus issue etc in any of your reports. They are written nicely but generally I see reports carry these important data all the time. Thanks. |
Promoter holding - How does this matter. People look at this to find out the promoter's confidence in the business but I think that it is better to try and understand the business yourself. In fact I rarely look at the holdinbg part. Infy has a holding of less then 10% while Videocon and Essar has 4 times more then that!
FII holding - Broadly does not throw much light. FII's were invested in IFSL a company which went belly up.
52 week high/low - Historic price has no relevance to what the company could do in the future.
Edited by basant - 06/Oct/2006 at 9:29am
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 11/Oct/2006 at 12:23pm |
During the last few months Blue Star has entered into some critical agreements with:
- Danfoss, Denmark for energy management solutions,
- Bitzer, Germany for rack compressors,
- Fruit Control Equipment, Italy for controlled atmosphere technology, ISA, Italy for refrigeration display products.
The company stands on a huge order book of Rs 700 crores. The company’s new initiatives have been finding acceptability and it should do an EPS of Rs 7 which is discounted at less then 20 times at the current market price of Rs 135.The stock should double up in less then 3 years.
Edited by basant - 11/Oct/2006 at 12:30pm
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 31/Oct/2006 at 10:28pm |
For the September quarter Blue Star reported some real good numbers sales increased by 32.31% to Rs 376.72 crores from Rs 284.72 crores y-o-y while net profits increased 58.75% to Rs 18.40 crores from Rs 11.59 crores.
There was an expansion in operating margins by 183 basis points to 8.73%.
.The main contributor to revenue was the central cooling business which grew at more then the market average (meaning they increased market share). This segment which contributes to 73% of revenue grew at 32% y-o-y while other segments like the professional Electronics and Industrial Equipment business grew 98% and the cooling products division grew at 20%..
During the quarter the company received orders from several new places like the Nagpur International airport, Glaxo, Zydus, Nasik City Mall etc.
For the current year the company should report an Eps of close to Rs 8 per share.
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manishdave
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 1371
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Posted: 31/Oct/2006 at 11:41pm |
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Any idea how much is maintenance income?
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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 31/Oct/2006 at 9:51am |
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Did not see that in the results but that should increase with each passing year.
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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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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 03/Nov/2006 at 3:04pm |
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In tha hullaballo of TV 18 did anyone realise that Blue Star is up about 27% since we talked about it on this forum.It is currently trading at Rs 175.
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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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investor
Senior Member
Joined: 06/Sep/2006
Online Status: Offline
Posts: 1745
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Posted: 03/Nov/2006 at 3:14pm |
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Yes, basant it is on my watchlist and i have been noticing this, but was too busy focussing on buying TV18 that i lost focus on this one!
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