LOOKS GOOD TO ME AS DEBT /EQUITY IS COMFORTABLE @0.33, P/E ALSO IS VERY COMPETITIVE. WHILE GENERAL INVESTORS WILL GO FOR KOYALA COMPANY,OBEROI ( NO CONNECTION WITH M.S.OBEROI'S EAST INDIA HOTELS) I WOULD PICK ON OBEROI
Who is IIM Faculty here??? Cool! Dat soul must be the most brilliant here :) Btw, my username hails from the acronym of IIMs :P... A B C L I K S .... ha ha
Dear Sj...i m a MBA Student tomorrow my presentation....i want some advices frm u dude...can u give me names of companies who implement VERTICAL , HORIZONTAL , FORWARD , BACKWARD integration recently or in past....give me also Co. names who recently made M&A, J.V.....thnaks in advance yar.....
IF 70 ANONYMUS IS CORRECT I ALSO CHECKED ET SO IT'S CORRECT
APPLY IN THIS PIECE...GRAB IT
ITS A SALE ....SALE SALE......FIREOWRKS IN DURGA PUJA AND DIWALI MY FREIND
ON CONSOLIDATED DILUTED BASIS IT WILL POST 20 EPS IN MARCH 2011 AS IT HAS 70% CAGR LAST YEAR AND IN BOOM TIME
NOW REAL ESTATE IS BACK
THUS ON PREMILINARY SCREENING...
1) JUNE QUARTER PROFITS ARE HAL OF MARCH 2010 FULL YEAR
2) SO FULL YEAR WILL BE AT LEAST DOUBLE OR MORE GOING BY 70% GROWTH THAT IS 550 VERSUS 250 ODD CURRENTLY AS OF MARCH 2010
3) OPERATING MARGINS ARE IMPROVED DUE TO LOW COST OF LAND IT UNBELIEVABLE 65%. WHERE WILL YOU GET THAT...?
4) Projects are Unbelievable. It is Reputed Brand Name
5) Some funds were alloted shares at 198 odd that to in 2008
6) that means this price band at higher price after CAGR Of 70% 2009-2010 is not expensive for us retail investors as compared to allotment to Institutions 2 years ago...!!
7) Its DEBT EQUITY IS 0.3 THAT IS ITS NET WORTH IS THRICE OF TOTAL DEBT
8)EPS WILL COME OUT TO BE AT LEAST 20 IN MARCH 2011. THAT MEANS ON FORWARD EARNINGS IT WILL BE JUST 13-15 P.E. COMPARED TO INDUSTRY AVERAGE OF 24 FOR REAL ESTATE AND 44 FOR HIGH GROWTH REAL ESTATE COMPANIES IT IS CHEAP....
9) THIS ONE WILL BE LAPPED UP BY SEVERAL institutional GUYS SINCE THE PROMOTER HOLDS MAJORITY THRU GROUP COMPANIES AS WELL THAT SHOWS YOU CONFIDENCE OF REPUTED WELL KNOWN PROMOTERS HOLDING ALMOST 90% OF TOTAL OBEROI REALTY
10)PREMIUM REALTY IS BACK IN VOUGE . ITS LOCATIONS AREE IN PLACE IN MUMBAI WHERE THERE WILL NEVER BE SHORTAGE OF DEMAND JUST LIKE CP OF DELHI PARK STREET OF KOLKATA MG ROAD AND BRIGET ROAD IN BANGALURU ETC. ETC.
As someone here said ....This can be another Godrej properties bumper listing in the making Dont worry this is not NITESH ESTATES...LOLLL...!! People on INITIAL SCREEING PROMOTERS HAVE LEFT ENOUGH ROOM ON TABLE FOR RETAIL GUYS ON LISTING ON FACE OF IT LOOKS GOOOD LET ME DO FURTHER SCREEING IT MAY BE GOOD FOR LISTING AS WELL AS 6 MONTHS HOLDING TILL MARCH 2011
LETS SEE
WILL FIND OUT MORE..THIS MUCH IS ALSO GOOD ENOUGH....!!
STILL THIS IS NOT MY FINAL VIEW TO SUBSCRIBE.....!!
PLZ WAIT on my final view today night or tommorow night...!!
Regards
SETU
i am excited seeing price band...
EAST INDIA HOTELS ROCKSS....!!! (PROMOTER GROUP OF OBEROI REALTY)