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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
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Equity Buff
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Quote Equity Buff Replybullet Posted: 08/Oct/2006 at 8:43am
Basantjee,
 
Await your views on above post.
 
Thanks.
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Quote basant Replybullet Posted: 08/Oct/2006 at 9:30am
Titan market cap is Rs 3528 crs and 50% will be derived from jewellery sales this year. Total sales should be Rs 2000 crores out of which sales from jewellery division could be Rs 1000 crores ONLY.
 
Initially the market seems reluctant to give high PE and mcap since it is not sure oif the comapny's execution plans but once the company displays execution abilities the market tends to value it a bit more richly. That is why the initial money is made in the initial years.
 
When the scale of opportunity compared to market cap is high competition does not affect closure. No company closed down during the mobile telephony bomm but some will surely go belly up or sell out after 2012. Same with all emerging sectors.


Edited by basant - 08/Oct/2006 at 9:32am
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Quote India_Bull Replybullet Posted: 09/Oct/2006 at 9:57pm
Titan is a evergreen story and looking at the retail boom, Titan is going to get benefitted. If I go to the rural area for marriages etc, Titan is must in the buying list and people give lot of imp for having a Titan watch at their wrist. 
Though this has become a speculative stock of late, the story is unfolding and has great potential going forward.
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Quote basant Replybullet Posted: 09/Oct/2006 at 10:45pm
Titan should do an EPS of Rs 23-26 for this year and an EPS of Rs 33-36 for  Fy 08. I would put it as a great long term bet just that it moves too wildly for mental comfort.

Edited by basant - 10/Oct/2006 at 3:38pm
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Quote India_Bull Replybullet Posted: 05/Dec/2006 at 1:57am

Basantji,

Somewhere I read that we should go with the most powerful stock only (one  stock in the sector). I guess you prefer Pantaloon and Trent both so I am, the question is Pantaloon is way ahead of Trent in every aspect so why not one liquidate Trent holdings and put in Pantaloon?

Its like holding HDFC BANK and ICICI Bank , infy and tcs/wipro holding together
 
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Quote basant Replybullet Posted: 09/Dec/2006 at 3:07pm
Originally posted by SANDEEP

Basantji,

Somewhere I read that we should go with the most powerful stock only (one  stock in the sector). I guess you prefer Pantaloon and Trent both so I am, the question is Pantaloon is way ahead of Trent in every aspect so why not one liquidate Trent holdings and put in Pantaloon?

Its like holding HDFC BANK and ICICI Bank , infy and tcs/wipro holding together
 
 
Yes but in emerging business we should have the top 2. Trent was a kind of a hedge a couple of years back. these days I am also not that bullish on Trent as much as I am in Pantaloon or Trent warrants.
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Quote tyler_durden Replybullet Posted: 27/Aug/2007 at 3:12pm
if you bought 100 Wal-Mart shares in Dec 1972 for $3,450, a year later your investment had shrunk in value to $1,400. Say you grimly hung on for another year. By the end of 1974, your Wal-Mart stake was worth $950, as its share price had tumbled to $9.5. You'd lost 75% of your investment in two years.
 
If you'd bought 100 Wal-Mart shares 30 years ago, for $34.5 each  you invested $3,450. Today, after nine stock splits, you'd be the proud owner of 51,200 shares worth $49 each. Or: over $2.5 million. And that doesn't even factor in the dividends you reaped over the years, which  if reinvested in Wal-Mart stock  could be worth hundreds of thousands more.
 
so even after 75% erosion of ur initial investment you wud have  amde a killing...
 
that makes it approx a 800 bagger....basant ji pantaloons has been till now a 50 bagger or more....???
 
walmart started with a mcap of approx 0.275 billion dollars and today it is close to 180 bn dollars .....
 
pantaloons is only 7000 crore mcap company....while retail is shaping up as next big thing pantaloons might be the player from retail sector to make it to sensx and nifty...


Edited by tyler_durden - 27/Aug/2007 at 3:13pm
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Quote basant Replybullet Posted: 27/Aug/2007 at 3:36pm
The trick is to see the scale of opportunity. Between today and 2011 we will add about Rs 400,000 crores market to our retailing industry. The projected revenue for Reliance Retail in 2011 is Rs 100,000 crores 
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