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kanagala
Senior Member
Joined: 31/Mar/2007
Location: India
Online Status: Offline
Posts: 1229
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   Posted: 22/Jul/2008 at 9:50pm |
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DB report is very frightening. I guess, this is the first one to put a sell rating on L&T. Any reason why Punj is not there in the list.
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While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 22/Jul/2008 at 9:57pm |
Don't worry mate! If markets rally we could have some new reports pretty soon! Now that brings me back to my favourite question. What was DB doing in January 08. Why are they always 180 days behind the curve?
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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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paras
Newbie
Joined: 31/Jul/2007
Online Status: Offline
Posts: 11
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Posted: 22/Jul/2008 at 11:14pm |
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What about Sanghvi Movers. It is proxy to Infrastructure, Power, refinaries etc. Even after concerns of slowdown management seems confident of their growth.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 22/Jul/2008 at 11:20pm |
can you please post some details on this one. This seems to be really 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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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
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Posted: 22/Jul/2008 at 9:38am |
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it is indias largest crane hiring co.clients r all top india infra cos.ril,psu, vedanta .it is asias 4 largest co.what are the margins in this business.will this business be a cash gen machine at regint they shall have to buy new cranes and also spend on maintenence of old ones.a high depreciating business although demand is there
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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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Mr. V
Senior Member
Joined: 01/Mar/2007
Location: United States
Online Status: Offline
Posts: 903
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Posted: 22/Jul/2008 at 10:02am |
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? |
PE/ROE seems like an interesting concept but since most Infra companies will carry substantial debt, shouldn't PE/ROCE be a better indicator ?
As it is mathematically impossible for a company to keep growing at a faster rate than the ROE, isn't PE/ROE ~ PEG ?
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Mr. V
Senior Member
Joined: 01/Mar/2007
Location: United States
Online Status: Offline
Posts: 903
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Posted: 22/Jul/2008 at 10:04am |
Originally posted by tigershark
it is indias largest crane hiring co.clients r all top india infra cos.ril,psu, vedanta .it is asias 4 largest co.what are the margins in this business.will this business be a cash gen machine at regint they shall have to buy new cranes and also spend on maintenence of old ones.a high depreciating business although demand is there |
Any views about Action Crane Equipments ?
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 22/Jul/2008 at 10:18am |
Originally posted by tigershark
it is indias largest crane hiring co.clients r all top india infra cos.ril,psu, vedanta .it is asias 4 largest co.what are the margins in this business.will this business be a cash gen machine at regint they shall have to buy new cranes and also spend on maintenence of old ones.a high depreciating business although demand is there |
These related posts may be moved to a already existing thread on Sanghvi here.
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Life can only be understood backwards—but it must be lived forwards
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