Septa Sir left?? :O really? this is not good for small investors like us and niether for this website.. i know i am being selfish but he along with few others are gem of this site...
273. gamble| Link| Bookmark|
February 16, 2017 11:06:31 AM
(1600+ Posts, 3900+ Likes)
Nifty reversing...!!!
269. gamble Feb 16, 2017 8:49:35 AM IST | | Reply
As per previous data of nifty...small reversal like 80/100 points in nifty u may see either today or tommo...otherwise shall sink below to 8500 lvl.
AVENUE SUPERMARTS LIMITED IPO GMP 185-190 APPLICATION 2200-2300 IN KOLKATA. DO NOT SOLD THE APPLICATION
270. PavanM| Link| Bookmark|
February 16, 2017 9:38:54 AM
IPO Mentor (500+ Posts, 400+ Likes)
Motilal Oswal also recommends Fortis Health care for Target of 240. Here is an copy from their recommendation. FORH trades at >30% discount to peers. We argue for a multiple re-rating, led by a multifold increase in Hospital EBITDA, SRL demerger, asset light expansion strategy and FHTL transaction. FORH remains our top pick in healthcare delivery space with a TP of INR240.
269. Septa| Link| Bookmark|
February 16, 2017 8:44:40 AM
(4000+ Posts, 4600+ Likes)
Brought Fortis hospital at 195. Great quarterly result merger in cards with private group Manipal hospital on cards also demerger of SRL diagnostics this will bring value to this company big time
269.1. Septa| Link| Bookmark|
February 16, 2017 8:47:31 AM
(4000+ Posts, 4600+ Likes)
if this demerger happens it will be biggest hospital group in india
269.2. Septa| Link| Bookmark|
February 16, 2017 8:52:47 AM
(4000+ Posts, 4600+ Likes)
i meant merger
269.3. Chem cho| Link| Bookmark|
February 16, 2017 10:32:22 AM
IPO Guru (2500+ Posts, 2700+ Likes)
SRL Diagnostics may come with public issue and then merge ,as per records of singh family
269.4. Septa| Link| Bookmark|
February 16, 2017 11:33:33 AM
(4000+ Posts, 4600+ Likes)
Chem cho u mean demerge anyway they doit it will be value unlocking IMO It will be a vertical demerger given the business line and PE fund involved which like more benefit to promoters
269.5. Septa| Link| Bookmark|
February 16, 2017 11:36:07 AM
(4000+ Posts, 4600+ Likes)
Present market Cap is around 10k crores for the whole business if we value SRL at even 50% dr pathlab we get value for just hospital at 6k crores which is way down compare to it PEERS
269.6. ShareView| Link| Bookmark|
February 16, 2017 5:22:58 PM
IPO Guru (2400+ Posts, 3600+ Likes)
In connection to your above related post no.281
Sir , this forum will look like SME IPO , if you disappear. Your presence divert us here
Warren Buffett''s holding company Berkshire Hathaway (NYSE:BRK.A) isn''t just divesting of Wal-Mart (NYSE:WMT) shares, it''s fleeing them, as the company almost completely sold off the remaining holdings in the company in the latest quarter; cutting its position by about 90 percent, according to its latest regulatory 13F Form filed on 02/14/2017.
Buffett''s comments on the divestiture suggest he doesn''t see how Wal-Mart will be able to make meaningful headway against e-commerce powerhouse Amazon.com (NASDAQ:AMZN).
At one time Wal-Mart was one of the most prized positions held by Berkshire, but after not being able to grow its share price over the last four years, it appears it is only able to hold on before it finally succumbs to the inevitable competitive force that Amazon has become.
Probably the major challenge faced by Wal-Mart is even if it is able to grow its online sales business, which is likely, a large percentage of that will cannibalize its physical stores. Amazon, on the other hand, doesn''t have that problem. When it increases sales, it''s a growth event not hindered by a physical presence.
Why abandon Wal-Mart when sales far exceed Amazon''s?
On the surface, it appears Wal-Mart is still an overwhelming retail opponent of Amazon, with sales of $482 billion per year, which is over four times the revenue generated by Amazon''s $107 billion in sales.
It''s in the e-commerce sales the answer is found. In that area, Amazon clobbers Wal-Mart. In that vital growth market, Wal-Mart generates a relatively small $13.7 billion against Amazon''s $107 billion.
More importantly, e-commerce sales are where the future growth of retail revenue and earnings lie, and Buffett apparently sees that Wal-Mart isn''t going to be able to grow that part of the business without eating into its sales at its physical stores.
Wal-Mart will continue to outsell Amazon for some time, but the numbers will continue to go in the opposite direction.
The best Wal-Mart can do over the long term is maybe maintain current sales. But as Buffett said concerning the retail industry in general, he isn''t aware of any big retailer ever being able to turn things around once it starts a consistent downward spiral. I think Wal-Mart, if it already hasn''t entered into that spiral, is on the verge of it.
Since 2013, it still hasn''t been able to return to its former value, and it looks to me it won''t be able to retain its current value for long.
No answer to Amazon''s disruption
Buffett was cited by Bloomberg at its annual shareholders'' meeting in 2016, where he said this about Amazon: "It is a big, big force, and it has already disrupted plenty of people, and it will disrupt more."
267. gamble| Link| Bookmark|
February 16, 2017 7:49:35 AM
(1600+ Posts, 3900+ Likes)
As per previous data of nifty...small reversal like 80/100 points in nifty u may see either today or tommo...otherwise shall sink below to 8500 lvl.
it performance have been very bad last year inuous weak earning having Price earning ratio more then big more i will put money in top IT companies which have corrected a lot. Then invest in small cap IT company with PE of 77 when all big IT company have PE below 20 so will not buy fundamental
263.2. ShareView| Link| Bookmark|
February 16, 2017 11:51:00 AM
IPO Guru (2400+ Posts, 3600+ Likes)
Ramcosys seems to be a speculative stock i bought at 350 and exit at 315
Few boarderers are blaming Eagleye. That is unfair. She had suggested Trent. And you had bought. You have to do some math at home before making decision on investment. If you can''t than don''t INVEST directly in equity market.