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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Pantaloon Retail - Targetting 100% growth y-o-y. Post Reply Post New Topic
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catchsudipto
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Quote catchsudipto Replybullet Posted: 22/Sep/2006 at 5:48pm
Dear Sir,

"it went down from Rs 2096 to Rs 1090 in 3 months" to give poor peoples like me a chance to buy some share in cheap . Yes its very very difficult to assign an reason for stock movements.


Thanks.
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basant
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Quote basant Replybullet Posted: 02/Oct/2006 at 6:06pm

This is a sneak preview of where Kishor Biyani thinks he could go

 
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omshivaya
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Quote omshivaya Replybullet Posted: 02/Oct/2006 at 7:09pm
Sneak?? You mean is this article not yet publicly known?
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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Quote basant Replybullet Posted: 02/Oct/2006 at 8:14pm

Broadly it is but the word sneak meant "small" not secret!So may meanings we could have with one english word.

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omshivaya
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Quote omshivaya Replybullet Posted: 02/Oct/2006 at 9:55pm

Oh Allright! Was just clarifying that is all. No hassles sir!

The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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reetesh
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Quote reetesh Replybullet Posted: 03/Oct/2006 at 5:47pm

Hi Sir,

Did you like Pantaloon result?
When going gets tough, that’s when tough (people) gets going.
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basant
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Quote basant Replybullet Posted: 03/Oct/2006 at 6:05pm
On a quarterly basis No, because I am yet to see their consolidated results; the margins seemed down a bit but the problem was in the June quarter they were preparing for the aggresive roll out due between Jul - Dec. Cannot evaluate on the basiis of one quarter Mar-Jun is a dull season as it is since it comes after the festival /marriage period Sep - Mar.But I am not too much bothered by the quarterly fluctuation in net profits since the real test is whether it can grow its topline at 90%-100% for the next 4 years. FOr the last 3 years they have the question is can they for the net three. 
 
The real margin expansion will come in Fy 08 from the financial services Insurance and Real Estate space. That should add up to the bottomline .
 
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Quote basant Replybullet Posted: 03/Oct/2006 at 7:49pm
This is an interesting link to what Wal Mart has done over the last 17 years.Any one interested in retailing stocks should see this.
 
1) The EPS has always increased y-o-y The CAGR for the 17 years is at only 13.65%
2) The Gross margins are at 24% and the operating margins are at 6.3% and the net profit margins is at 3.5%
3) Same store sales are increasing at less then 3% now. This is the first danger signal that a retailer could give us.
4) The RoE is at near to 20% indicating efficient use of capital.


Edited by basant - 03/Oct/2006 at 7:50pm
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