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shivkumar
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Joined: 02/Oct/2007
Location: India
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Posts: 2037
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   Posted: 29/Jan/2008 at 3:33pm |
Originally posted by omshivaya
Thanks for the introduction Devesh jee.
Even after the current carnage, is it still trading at 24X FY09 EPS? Seems a bit pricey for me. I would try getting an entry around a forward PE of not more than 18 and that comes to a price around 165. There are other plays around too for a >55% CAGR but available at lower forward PE.
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which are these companies? a short intro on them could prove very educative for TEDdies.
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 29/Jan/2008 at 3:39pm |
Uh, how about Yes Bank a few days back for starters?? No education needed for that :-)
I have vested interest in it, so kindly do due diligence!
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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shivkumar
Senior Member
Joined: 02/Oct/2007
Location: India
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Posts: 2037
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Posted: 29/Jan/2008 at 3:42pm |
Originally posted by omshivaya
Uh, how about Yes Bank a few days back for starters?? No education needed for that :-)
I have vested interest in it, so kindly do due diligence! |
had my fill of Yes Bank at Rs 161 but yeh dil maange more! YB is almost ten per cent of my portfolio now! fifty per cent appreciation in less than a week and counting...
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
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Posted: 29/Jan/2008 at 5:20pm |
Shive jee, something growing at above 60%(minimum I hope) and you got a chance to get it at 16 forward PE. And still "just 10% of portfolio". Hmmm...not greedy enough when others were fearful(WB). Anyhow, good that you took some advantage of it at least. And this short-term appreciation can be gone tomorrow so please do not focus on that 50% in a week thing. 3 years par aankhen rakhiye please!
This is it. No more talk of Yes Bank on Voltas' thread. Sorry Devesh jee. Admin jee, boot all previous Yes Bank posts(if you wanna) to the relevant thread.
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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SORUB
Senior Member
Joined: 01/Dec/2006
Location: India
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Posts: 155
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Posted: 29/Jan/2008 at 6:24pm |
i have seen voltas a.c in lot of places,BSNL uses voltas A.C. i think it wil be nice to own voltas and bluestar... and 2 week back went to a annual day function in L&T, they were using LG  ..
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K.I.S.S(keep it simple silly) is the most easy management formula i ever came across!!! but it is very hard to follow!!!
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deveshkayal
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Joined: 04/Sep/2006
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Posted: 04/Feb/2008 at 10:18am |
Voltas may bag a large order from overseas worth Rs.600-800 crs. (DNA)
Yesterday, CFO of the company said to NDTV that while guidance remain, ROCE will also be in focus. Company is looking for acquistions in the MEP and engineering space. They are doing a water treatment project in Salt Lake, Kolkatta....Basantji any comment on this !
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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sandeeptulsiyan
Newbie
Joined: 28/Jan/2008
Location: India
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Posts: 6
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Posted: 05/Feb/2008 at 1:31pm |
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Hi Deveshji.
Hope i can throw some light on the qestion you have raised.
In the MEP business (which is one of the 4 business segments of Voltas) order book is a key figure to be tracked as it gives an estimate on what will be the future earnings of the business. On an average, a domestic project takes 12-15 months to be completed and an international project takes about 2-2.5 years to be completed. Hope this information will help you estimate the earnings of Voltas in the coming quarters and discount them to arrive at your estimates of profits it is going to make.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 27/Mar/2008 at 1:15pm |
I bought Voltas today. Stock at less then 20 times Fy09 and growing at more then 50% CAGR seems what people could say growth at (a very) reasonable price.
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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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