September 23, 2008 · 3 Comments
I did an estimate of the potential money which can be invested in the markets over the next six months by the domestic investors.
Rs 6817 crs which investors will receive from the open offer from Daichi to Ranbaxy shareholders. Hopefully, greater portion of the amount should come back in the market.
Rs 15,000 crs cash lying with the Mutual Funds
Rs 40,000 crs can be invested by the Life Insurance companies. Note that Q3 and Q4 are normally the best time for the industry.
Rs 3,000 crs can be invested by the Banks and Financial institutions.
Then there is funds which might be invested by the retail investors directly, Venture capitalist/PE players buying through secondary markets, pension fund money and Promoters increasing their holdings through open market puchases. All this should ensure that the downside is limited with FII’s continuing their selling spree. My sense is that FII inflows should resume by the end of Q4FY09 as global situation improves and risk appetite returns towards equities.
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These are the stocks whose earnings are expected to grow over 35% in FY10 and have an excellent return on equity of 30% or more.
Blue Star
Voltas
Titan Industries
Crompton Greaves
Glenmark
Divis Laboratories
Lupin
Educomp Solutions
Welspun Gujarat
Crisil
Thermax
Opto Circuits
Everest Kanto Cylinder
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September 10, 2008 · 6 Comments
Investing on vision means investing on the basis of long term targets set by the company’s management in terms of revenues or profits.
Pantaloon Retail: Revenues of 30,000 crs by FY12
Punj Llyod: $5bn turnover by FY14
Voltas: Rs.10,000 crs revenues by FY11
Gail: Revenues of Rs.50,000 crs by FY12
Jindal Saw: Revenues of 8,600 crs by 2012
Jindal Drilling & Industries: Rs 2000 crs revenues by 2010.
Bharati Shipyard: Turnover of Rs.2500crs by FY12
Sesa Goa: Among top 4-5 mining companies in the world in 10 years.
Educomp Solutions: $1bn revenues by FY13 (Against Rs 262crs in FY08)
Subhiksha (might get listed next year): Rs 20,000 crs turnover by 2011 (Closed FY08 with Rs 2300crs)
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