Kotak Mahindra - All in one!

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Topic: Kotak Mahindra - All in one!

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Author	Message
deveshkayal Senior Member Joined: 04/Sep/2006 Online Status: Offline Posts: 3903	Posted: 24/Jan/2007 at 12:37pm
	Kotak and Enam has been mandated as book-running lead managers for IVRCL real-estate subsidiary which is expected to be around 500-600 crores.The problem with its investment banking is they may not get multi-billion dollar deals for that you need to have global footprint.Uday Kotak made a big mistake by exiting its JV with GS.
	"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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xbox Senior Member Joined: 10/Sep/2006 Online Status: Offline Posts: 2001	Posted: 24/Jan/2007 at 1:25pm
	Uday Kotak made a big mistake by exiting its JV with GS ------- Mr. Uday is known for his shrewdness in the industry. He will not pay top USDs for GS stakes without a plan. In my personal opinion GS was keen to get larger pie or exit (as kotak has first refusal right). It is time for GS and smiler FIIs to larger bets. Mr. Kotak did not offered him so GS exited. Now GS is free to operate in India. In short-term, it is definitely bad for Kotak but in long run, it may be beneficial to him. By doing this he ..... 1. Gets larger control over entities and because of so he is doing restructuring of KMB. He may bring strategic investor/FII in investment banking entity. 2. Gets shares from GS at x, which he will sell at multi-x. So share price has become like entropy which always increases with time. Remember Many times, Bharti Mittal regret selling it's stake too early. When execution is correct, buying back shares make more sense. but yes, what minority shareholder gets from all these is a big question and will remain big question in such one-man show. Remember, Promoter always think of himself first, second to customer and third to minority shareholder. Be it INFY or RIL. Edited by vipul - 24/Jan/2007 at 1:38pm
	Don't bet on pig after all bull & bear in circle.
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vip1 Senior Member Joined: 09/Oct/2006 Location: India Online Status: Offline Posts: 492	Posted: 24/Jan/2007 at 1:59pm
	Uday Kotak made a big mistake by exiting its JV with GS ------- Remember, Promoter always think of himself first, second to customer and third to minority shareholder. Be it INFY or RIL. absolutely right Vipul , Uday kotak had his way and bought back his rest business(25%) very cheap .
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 24/Jan/2007 at 3:53pm
	Vipulji: I like the way you analyse things. Stock market is not always a PE/EPS phenomenon because numbers are formed out of business dynamics which smart investors need to understand, analyse and predict.That is why I carry this tagline.
	'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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s_praharaj Senior Member Joined: 10/Sep/2006 Location: India Online Status: Offline Posts: 357	Posted: 24/Jan/2007 at 10:53pm
	Kotak Bank is also one of the fastest growing new genaration Banks. Not a bad investment at today's rate. Uday Kotak is not only shrewd, he is also highly talented. I have heard, he is the brother-in-law of Anad Mahindra.
	Shashi Praharaj
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xbox Senior Member Joined: 10/Sep/2006 Online Status: Offline Posts: 2001	Posted: 24/Jan/2007 at 5:21am
	Uday Kotak is not only shrewd, he is also highly talented ------------- Well!! He is shrewd and influencial guy. I am not questioning this talent in this public forum. He works like a lala guy.
	Don't bet on pig after all bull & bear in circle.
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deveshkayal Senior Member Joined: 04/Sep/2006 Online Status: Offline Posts: 3903	Posted: 09/Feb/2007 at 10:11pm
	You've said that your decision to buy out GS holdings in KMC and KSec was driven by the desire to raise aspirations and scales.Have you grown up to be a brand so strong that the lack of foreign partner is not going to be a hurdle going hurdle? You come into situation where you have to make a call: either you build a financial institution or let one arm and leg go.I was not ready to let that go.I do believe that our model is integrated, it is focused on both products and customers.India is at a great point of time in its history and this is the time to build - we did not think it wise to sell in the interest of our shareholders.When you buy or build, you need to think it in terms of shareholder value.That should be the driving point. Source: Outlook Business
	"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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Mr. V Senior Member Joined: 01/Mar/2007 Location: United States Online Status: Offline Posts: 903	Posted: 09/May/2007 at 2:20am
	Seems like the discussion on Kotak Mahindra has stalled. Is KTB a spin off play ? The Group Structure page seems to imply that KTB owns more or less 100% of all its subsidiaries.
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