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subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
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   Posted: 25/Oct/2011 at 11:57am |
50 pages during the first 16 months till 2008 end. 12 pages for the next 34 months till today. Now that the stock holder community has assumed that all real estate players are crooks I wonder how much overestimation (genuine or otherwise) was made in land bank calculations
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gopal
Senior Member
Joined: 26/Jan/2008
Online Status: Offline
Posts: 913
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Posted: 09/Oct/2012 at 6:09pm |
Dear TEDies, Lets say if DLF falls by another 5 - 8% does it become a wothwhile stock or is it still to expensive waiting for feedback rgds
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Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful
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rajnsharma
Senior Member
Joined: 31/Jul/2009
Location: India
Online Status: Offline
Posts: 1202
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Posted: 09/Oct/2012 at 6:48pm |
Originally posted by gopal
Dear TEDies,
Lets say if DLF falls by another 5 - 8% does it become a wothwhile stock or is it still to expensive
waiting for feedback
rgds |
Gopal, take your own call but few pointers from my side:
- Highly leveraged
- Real Estate deals in India has lot of undertable stuff due to regulations
- Latest issue ---IAC disclosures
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Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett
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gopal
Senior Member
Joined: 26/Jan/2008
Online Status: Offline
Posts: 913
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Posted: 09/Oct/2012 at 11:28am |
Originally posted by rajnsharma
Originally posted by gopal
Dear TEDies,
Lets say if DLF falls by another 5 - 8% does it become a wothwhile stock or is it still to expensive
waiting for feedback
rgds |
Gopal, take your own call but few pointers from my side:
- Highly leveraged
- Real Estate deals in India has lot of undertable stuff due to regulations
- Latest issue ---IAC disclosures
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Thanks for the information bhai the DLF stock falls more again and with more IAC disclosures yet to come might fall more ..... so i think there are much better stocks in mkt rgds
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Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful
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koolvalue
Senior Member
Joined: 30/Apr/2011
Online Status: Offline
Posts: 379
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Posted: 09/Oct/2012 at 11:54am |
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DLF promoters seems to be concentrated on improving their
own ROE and ROCE rather than listed company DLF. Presently
there is a lot of uncertainity about DLF some TEDIES may
feel this as an opportunity but take your call after lot
of thinking.
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Shiv R
Newbie
Joined: 13/Apr/2012
Location: India
Online Status: Offline
Posts: 33
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Posted: 11/Oct/2012 at 1:01pm |
As of 12:15 pm today, DLF shares were up 1.4 percent as of 11:30 a.m. on Thursday, outperforming a 0.2 percent fall in the Nifty.
Even credit rating agency UBS has not changed it's rating for DLF... But Goldman has changed it to Neutral from Buy...
I personally don't feel that this will have any long term effect on DLF shares.
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LearningToFly
Senior Member
Joined: 22/Feb/2010
Online Status: Offline
Posts: 490
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Posted: 12/Oct/2012 at 11:37pm |
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Do not trust real estate companies' balance sheet. Rather go for companies with good corporate Governance and there are enough. I am really sick of these real estate people coming on TV and talking about building smart cities when they can't even build a clean apartment complex.
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Success... at all cost.
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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Posted: 13/Oct/2012 at 9:57pm |
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I second that. 70% of DLF's land bank is in Haryana. After the recent expose it would slowdown land addition again in near future. Anybody interested in real estate should take a look at Godrej prop. who have better biz model and corp. governance. Best thing about Godrej is that they have in house land availability which is almost free of cost and joint development model ensures volume growth at low investment.
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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