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Value buys - The intrinsic value is close to market price
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paps3535
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Quote paps3535 Replybullet Posted: 30/Jun/2011 at 12:30pm
Originally posted by chriskb

P/B for Tata Global Beverages is about 3 or less, not 14.5 (refer to consolidated balance sheet).
 
 
don't we need to adjust it after split?..
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Quote chriskb Replybullet Posted: 30/Jun/2011 at 4:49pm
Yes, after split - P/B is about 3 or less.
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Quote paps3535 Replybullet Posted: 30/Jun/2011 at 8:11pm

then  Tata Tea, Tetley, Eight o'clock,Himalayan Water etc brands under its belt,with P/B about 3..doesn't qualify it as a screaming buy?

Or am I missing something?

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Quote Ravenrage Replybullet Posted: 30/Jun/2011 at 9:01pm
What are the negatives ? Instead of trying to find positives , I think we need to think of the negatives equally , if not more . No negatives - that's impossible .
I believe contradictions are more important before an investing decision is made , not confirmations .
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Quote barla Replybullet Posted: 01/Jul/2011 at 1:39pm
The main negative for the Tata Tea is that the tea industry is not going to see real growth anymore.
 
Tea consumption is stagnating. And health concisuous indians are moving away from regular tea.
 
The brands that Tata tea has is valuable as are its real estate. There is a representative of Indian Hotels on the board of Consolidate coffee. Estate tourism.
 
Things like this has some promise.
 
But per se tea is dead.
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paps3535
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Quote paps3535 Replybullet Posted: 01/Jul/2011 at 1:57pm
Originally posted by barla

The main negative for the Tata Tea is that the tea industry is not going to see real growth anymore.
 
Tea consumption is stagnating. And health concisuous indians are moving away from regular tea.
 
The brands that Tata tea has is valuable as are its real estate. There is a representative of Indian Hotels on the board of Consolidate coffee. Estate tourism.
 
Things like this has some promise.
 
But per se tea is dead.
 
good to see you back,barla.Smile
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barla
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Quote barla Replybullet Posted: 01/Jul/2011 at 2:49pm
Originally posted by paps3535

Originally posted by barla

The main negative for the Tata Tea is that the tea industry is not going to see real growth anymore.
 
Tea consumption is stagnating. And health concisuous indians are moving away from regular tea.
 
The brands that Tata tea has is valuable as are its real estate. There is a representative of Indian Hotels on the board of Consolidate coffee. Estate tourism.
 
Things like this has some promise.
 
But per se tea is dead.
 
good to see you back,barla.Smile
 
Thanks. I keep coming and dropping out.
 
By the way in Tea one of the better stocks is Goodricke.
 
A pre independence company with strong british links even today. Ethical manageemnt.
 
about 3.75% dividend yield. With almost 35% of their gardens now with tea saplings that are immature. These saplings will start producing tea in the next 3 to 7 years.
 
But then all depends on the price realisations at that point of time.
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