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Message Icon Topic: The Great Indian Infrastructure Boom! Post Reply Post New Topic
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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 26/Jul/2006 at 11:14pm
If you are bullish on construction, then buying construction equipment manufacturing stocks like TIL limited etc. Although, I have an utter contempt for this management, yet its into a sector which is very lucrative
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Quote Ambarish Replybullet Posted: 26/Jul/2006 at 11:58pm
you guys control yourself this is not your personal battel field and i'm reporting you both you need to look at the way you communication atleast show some decency in someone elses forum if you dont think much about yourself atleast think about the owner of the forum and i'm sorry to say but i'm reporting both your messages moderator please note and i think you should delete this part of hte communication  
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nil_money
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Quote nil_money Replybullet Posted: 12/Dec/2007 at 1:21pm
SSKI has come up with very detailed report on Infrastructure in india
Thanks,
Nilesh
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experteye
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Quote experteye Replybullet Posted: 02/Jun/2008 at 5:14pm
IDFC is proxy to infrastructure play.India GDP to be in the range of 7.5 - 8.5 . Lambe ress kaa ghodaa.
more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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basant
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Quote basant Replybullet Posted: 11/Jul/2008 at 9:37am
For people who follow this sector - Is there any infra company available at a PE for Fy09 at 0.4 times its RoE? Which is the best PE to RoE infra company?
'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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xbox
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Quote xbox Replybullet Posted: 13/Jul/2008 at 10:48am
Originally posted by nil_money

SSKI has come up with very detailed report on Infrastructure in india
Sharekhan is one, who still have punj lyod target at 553. People have vested interest but should also have common sense....Ouch
Don't bet on pig after all bull & bear in circle.
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paragdesai
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Quote paragdesai Replybullet Posted: 14/Jul/2008 at 7:06pm
Originally posted by basant

For people who follow this sector - Is there any infra company available at a PE for Fy09 at 0.4 times its RoE? Which is the best PE to RoE infra company?
 
Can we considor BEML?
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basant
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Quote basant Replybullet Posted: 14/Jul/2008 at 8:27pm
Does it confirm to those numbers in terms of RoE and PE? Also I doubt if BEML can grow at 40% CAGR.
'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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