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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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   Posted: 21/Jul/2007 at 10:14pm |
Great minds differ while Fools think alike.........
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Ha ha ha.....
If you don't mind, I doubt whether I've a mind though!! 
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Life can only be understood backwards—but it must be lived forwards
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catcall
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 1076
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Posted: 21/Jul/2007 at 10:21pm |
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Bubble, I'm refering to both, with a caveat that I would avoid companies into power distribution. Today the order books in these companies is so heavily overbooked, that recently, when we were expediting for an offer for a mid size power plant, the supplier instead of the standard "please wait one week for our offer" kindl of reply actually replied " if you have any alternate offers, please go ahead, since our quotaton section is booked for the next one month!!
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There are two times in a man's life when he should not speculate-when he can't afford it and when he can-Happy investing!
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
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Posts: 3142
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Posted: 21/Jul/2007 at 10:29pm |
Kulman……..I never mind, as I dont have one, according to some TEDies, as I seem to always be talking which is greek to many!!!
Thanks Catcall. I would like to ask one more thing………is it common to see any cancellations of order if and when the situation demands. Also, do you place any margins upfront while placing the orders?
I am asking this to try and judge the downside and I certainly don’t think(hope) that a cancellation would be required in the first place.
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
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Posts: 3142
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Posted: 21/Jul/2007 at 10:36pm |
Also, are the order books of power capital goods companies are booked 2 or 3 year ahead. If Yes, cant they bring up capacity to fullfill the demand ahead of time? If Yes to that also, what will happen if the orders fullfilled? If no, why cant the capacity be rammped up to meet the demand?
What is the ramp-up time for Capital goods equipment companies?
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 21/Jul/2007 at 11:03pm |
Originally posted by catcall
COngratulations on the excellent write up, Basantji. Just one thought on this issue... I feel that alongwith the new emerging ideas mentioned by you, the Power sector leaders would continue to give multibagger performance, simply on the basis of the heavy power shortfall that the country is likely to see in the face of strong indusrial growth.. the idea may sound a bit old fashioned when compared to Media and Telecom, but would see the same growth visiblity in the years to come.. What Say you??? |
If you are talking about cap goods then there is no change happening just that India is being built at a frenzy pace but the real change is in Nucleur power plants something like a Areva T&D!
ALso these companies are finally cyclical though in our context they are yet to reach that stage. Didn't someone say "India is like a runner without shoes!"
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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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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 21/Jul/2007 at 11:28pm |
Didn't someone say "India is like a runner without shoes!"
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These words are from none other than Rakesh bhaiyya!
Nuclear sector beneficiaries would also include some major Indian companies as well. Generally when US provides technology, the American corporations get major chunk of business. CatCall would be able to throw more light on this aspect.
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Life can only be understood backwards—but it must be lived forwards
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sanpat
Newbie
Joined: 24/Dec/2006
Location: India
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Posts: 13
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Posted: 21/Jul/2007 at 11:37pm |
Basantji,
It is really a great article..thanks for that.
Nilkamal Ltd have started @home retail stores in 2005, I believe Mumbai. From last year they have started expanding by opening new branches in cities like hyderabad, Bangalore etc. Their core business is mainly is plastics. I have visited the shop couple of times in Bangalore, it is of 3 floors and have displayed wide range of living room, dining and other interior decoration products. It is slowly becoming a popular store in home furnishings.
The current mcap is around 136 crores and sales turnover around 500 crs for 2006-07.
Can you please take a look at this stock and post your comments.
Thanks
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 21/Jul/2007 at 11:45pm |
Originally posted by sanpat
Basantji,
It is really a great article..thanks for that.
Nilkamal Ltd have started @home retail stores in 2005, I believe Mumbai. From last year they have started expanding by opening new branches in cities like hyderabad, Bangalore etc. Their core business is mainly is plastics. I have visited the shop couple of times in Bangalore, it is of 3 floors and have displayed wide range of living room, dining and other interior decoration products. It is slowly becoming a popular store in home furnishings.
The current mcap is around 136 crores and sales turnover around 500 crs for 2006-07.
Can you please take a look at this stock and post your comments.
Thanks |
They are not leaders and it is always best to remain with leaders as I indicated in that article.
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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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