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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
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   Posted: 16/Feb/2008 at 11:03pm |
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Oh Vivekjee..
Sorry, thanks will keep in mind
Ambarish Baliga- Bartronics
Sandeep Sabarwal- Sintex
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India_Bull forever Bull !
www.kapilcomedynights.com
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PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
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Posted: 19/Aug/2008 at 11:47am |
Future and options have not shown much impact on stock. and the price is just around 5% higher than one month back.
Is it the timee to take some quantity?
I think so
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I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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siddharth
Groupie
Joined: 06/Sep/2008
Online Status: Offline
Posts: 57
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Posted: 11/Sep/2008 at 3:31am |
SINTEX
EPS
FY01 2.505
FY02 2.640
FY03 3.031
FY04 4.645
FY05 7.142
FY06 9.951
FY07 12.146
FY08 18.353
A great consistent growth record, and this company is now quoting at a trailing pe of 16 with a leading pe of 11.6
est peg ratio .31
Of the 10 top brokerage houses (including likes of Goldman, clsa,ubs,jpmorgan.edlweiss).. all 10 have buy recommendation with an average target price of INR 488.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 11/Sep/2008 at 6:47am |
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Can you indicate the RoE and Debt levels also. Seems interesting.
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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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jain208
Senior Member
Joined: 13/Feb/2008
Location: United Kingdom
Online Status: Offline
Posts: 626
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Posted: 12/Sep/2008 at 2:46pm |
Originally posted by basant
Can you indicate the RoE and Debt levels also. Seems interesting. |
All the important ratios are given here
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=======================================
The more it changes, the more it’s the same thing.
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abhishekbasu
Senior Member
Joined: 07/Sep/2008
Location: India
Online Status: Offline
Posts: 335
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Posted: 12/Sep/2008 at 4:14pm |
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RoNW is around 14.78% and has reduced from around 20% in the last two years. Also, with construction sector under pressure, the revenues may be impacted in the next 2-3 years.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 12/Sep/2008 at 8:08pm |
15% operating RoE isn't a great thing!
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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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praveen
Senior Member
Joined: 09/May/2008
Location: India
Online Status: Offline
Posts: 543
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Posted: 13/Sep/2008 at 1:19pm |
Originally posted by basant
15% operating RoE isn't a great thing!
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Something doesn't feel right. Both margins & asset turnover has been improving over the years incl. 2008. Inspite of that such significant drop in ROE. I don't even see a drop in leverage. So what might be the reason for the drop in ROE? There is significant jump in Book Value in FY-08. Only conclusion I can draw all this information(assuming all of it is correct) is they did a private placement in DEC/JAN/FEB at a significant premium. And because of that extra equity the ROE is less. If thats the only case then over the next 2 years the ROE should move upwards again as they use the cash effectively.
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The quest for knowledge is a never ending Journey
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