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mahesh004
Groupie
Joined: 06/Apr/2008
Location: India
Online Status: Offline
Posts: 49
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   Posted: 26/Apr/2009 at 12:35pm |
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RJ increased stake in Karur
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kannanravi1
Senior Member
Joined: 08/May/2007
Location: United States
Online Status: Offline
Posts: 609
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Posted: 26/Apr/2009 at 1:58am |
Originally posted by NileshGambhava
I have Excel file of RJ's portfolio since March 2007. How can I upload it here?
I am very much bullish on Champange Indage, Prime Focus, Viceroy Hotel. All three have unique model & some monopoly. If you catch them at right price then all three will be big multibagger (30 to 50 times) but mind well that at right price.
I have target of all 3 in 4 digits with in 4 to 5 years based on some solid homework.
Disclaimer: I have all 3 in my portfolio. |
Hi Nilesh, Kindly clarify why you think Champagne Indage has a monopoly. Are their wines dominant in India? How do they compare in quality and price vs foreign brands? It will be great if you could clarify since I am not resident in India and hence find it hard to understand how new wine brands like those of Champagne Indage are taking off on ground. Also, my feel just from watching IT folks here in US is that most of them look up to American and European brands and look down on Indian brands. Don't know this for sure in wines, but in beers and liquors I have seen this trend - apparently my friends say that western brands have more 'smooth' taste (not sure what that means). Also, sorry for my novice-like opinions in this field - I don't consume alcohol and hence don't understand customer preferences in this field.
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kannan
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kannanravi1
Senior Member
Joined: 08/May/2007
Location: United States
Online Status: Offline
Posts: 609
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Posted: 26/Apr/2009 at 2:05am |
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Does anyone have an opinion on what RJ could have found attractive in Viceroy Hotels? With ROE hovering around 3-4% and their debt levels at more than 2 times equity, how can they grow fast enough? Maybe they can go for dilution, but promoter stake is already low at 32%. Even if they dilute, since ROE on existing equity is so low, how can we assure that they can wisely invest the fresh equity? Am I missing something here? Is there a long term growth story here? Maybe RJ has insider info where he sees something in the short term - RJ apparently is famous for having great insider contacts.
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kannan
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Circuit
Senior Member
Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 930
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Posted: 26/Apr/2009 at 7:05am |
Originally posted by NileshGambhava
I have Excel file of RJ's portfolio since March 2007. How can I upload it here?
I am very much bullish on Champange Indage, Prime Focus, Viceroy Hotel. All three have unique model & some monopoly. If you catch them at right price then all three will be big multibagger (30 to 50 times) but mind well that at right price.
I have target of all 3 in 4 digits with in 4 to 5 years based on some solid homework.
Disclaimer: I have all 3 in my portfolio. |
NileshGambhava],
While dreaming of 3, 4 or 5 digit kind of lofty and imaginary targets for your stocks is good, can you please provide your rationale on why do you thing these targets are justified?
Edited by Circuit - 26/Apr/2009 at 9:51am
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samirarora
Senior Member
Joined: 11/Jan/2009
Location: India
Online Status: Offline
Posts: 1037
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Posted: 27/Apr/2009 at 6:13pm |
Does anyone have any further ideas about prime focus and whether its a good buy at 110-120 levels, or better still , forget the buy price, whether its a company worth looking into for long term into one's porfolio, leaving aside the fact that mr. Jhunjhunwala has a stake in it.
Further, are the promoters known to be shareholder friendly etc...
Thanks,
samir.
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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Posted: 27/Apr/2009 at 6:50pm |
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Samir,
I would say that the Prime Focus will be a stock to watch out for.. they are sitting on huge opportunity..it was quoting at Rs 1k+ but took some FCCBs for acquisition which didn't turn out too well so it got hammered mercilessly...animation and special effects work has got huge margin and they are executing their organic expansion plans well and having more than 60% market share in this business..most of the studios in US and UK are looking to cut costs so potential upside..
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
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Posted: 27/Apr/2009 at 6:58pm |
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Hi FutureBull....in what segment does Prime Focus has 60%+ market share?
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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Posted: 27/Apr/2009 at 8:08pm |
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They have 60% market share in animation and special effects outsourcing from India
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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