Trent - Trending into high growth.

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Emerging companies - Mid caps that can become large cap
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Topic: Trent - Trending into high growth.

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basant
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Posted: 05/Jul/2008 at 1:54pm

I remember and agree and I learnt this the hard way. Though I made a 6 bagger before selling out of Trent I still consider it a mistake because the opportunity cost at that time was very high. It is difficult to make big money with business groups in new industries but as in other aspects of investing this is just a soft signal and ultimately business fundamentals will matter.

'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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chimak10
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Posted: 09/Jul/2008 at 5:23pm

Bill gates bhai and melinda bhabhi buys trent.

See the 8th july nse bulk deals

http://www.nseindia.com/content/equities/bulk.csv

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vijaygawde
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Posted: 09/Jul/2008 at 5:41pm

Originally posted by chimak10

Bill gates bhai and melinda bhabhi buys trent.

See the 8th july nse bulk deals

http://www.nseindia.com/content/equities/bulk.csv

I thought he was to spend his money on Charity... is this first initiative?

Edited by vijaygawde - 09/Jul/2008 at 5:42pm

Diversification is protection against ignorance, it makes little sense for those who know what they’re doing.

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Mindlessthinker
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Posted: 09/Jul/2008 at 6:11pm

Originally posted by vijaygawde

Originally posted by chimak10

Bill gates bhai and melinda bhabhi buys trent.

See the 8th july nse bulk deals

http://www.nseindia.com/content/equities/bulk.csv

I thought he was to spend his money on Charity... is this first initiative?

The deal is worth just c.$1.1million, not a very significant amount to take any conclusion from it.

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sureshbazi
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Posted: 02/Oct/2008 at 8:38pm

New Landmark shop is opened in Jayanagar (Bangalore) today. Landmark sales is good on sat and sun it will be full of people and to buy any item you have stand in the queue for 15 to 20 min on weekends. Nice see the landmark bookshop.

Will Landmark and joint venture with TESCO add any benefit or growth to the company?

Edited by sureshbazi - 02/Oct/2008 at 8:39pm

'It is only when you combine sound intellect with emotional discipline that you get rational behavior.' – WB.

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basant
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Posted: 02/Oct/2008 at 9:38pm

I hope it does. Noel Tata seemed quite critical about his rivals when I bumped into him a couple of months back. Its time to deliver for him and he has been behind the curve for over 36 months now.

'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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samirarora
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Posted: 03/Nov/2009 at 9:08am

I feel,

landmark business is akin to amazon

westside is akin to macy's

tesco is akin to walmart/k-mart

I like the fact that the company is moving slowly...but surely. I like the fact, that its a TATA company. In the long run, this company could surely be a very very large cap.

Trent has also tied up in a 49:51 joint venture with 'zara', an immensely popular line of clothing.. ask any yuppie... people go crazy about this brand..maybe i would have too, if i was younger.. but not anymore...but zara is a very hot brand and indians going abroad, love bringing zara products back to show off.

All in all, i think TRENT is possibly the best bet in retail, even though PRIL at this time looks more attractive visually.

Best wishes,

samir.

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samirarora
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Posted: 04/Nov/2009 at 5:45pm

November 04 2009, 16:24:38 IST | MADHAV A CHANCHANI

Landmark Ltd, a books and music retailer, is a subsidiary of Tata Group's retail chain Trent.

TVS Shriram Growth Fund I has made an investment of Rs 65 crore ($13 million) in Tata Group's books and music retail chain Landmark Ltd.

The fund, managed by TVS Capital Funds Ltd, has taken nearly a 25% stake, which values the retailer in excess of Rs 260 crore. Landmark is a subsidiary of Trent Ltd, which operates the lifestyle retail chain Westside and hypermaket stores under Star Bazaar. Landmark has 20 stores in nine cities with over 2 lakh square feet of retail space. It
reported revenue of Rs 196 crore for fiscal year ending March 2009. The funds will be used expansion of the chain to other cities.

If interested in the full story....

http://www.vccircle.com/500/news/tvs-shriram-puts-rs-65cr-retailer-landmark

all the best,

samir.

Edited by samirarora - 04/Nov/2009 at 5:46pm

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