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Swelect Energy ltd

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Swelect Energy Ltd: Mkt Cap : 328cr CMP: 325 FV:10 Book Value: Rs703--> Tangible Book Value excluding Intangible Assets Rs 560/- Altman Z Score: 2.5-- Debt per share is Rs 40/- & Interest Coverage is around 4times. Graham Number: Rs590/-

Consolidated 2018 in cr 2017 in cr Solar Product n EPC Revenue 313 282 Amex Alloys (Foundry) Revenue 86 71 Solar Product n EPCNet Profit 10.29 6.89

Balmer Lawrie Investments ltd has lot to catch up.

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Balmer Lawrie Ltd has Market capitalisation of 1640 crores as closing date 20- Jul-2014 with CMP of 578 with Face value of 10. Balmer lawrie Investment Ltd has Market Capitalisation of 557 crore as on closing date of 20- Jul 2104 with CMP of 250 with Face value of 10. Balmer Lawrie Investment ltd like any holding company trades at discount but offlate the discount is quite steep and represents opportunity to be considered in one's long term portfolio.
Balmer Lawrie Investment represents a good Investment opportunity for conservative Investor. I see this as Corporate Bond which not only increases the Book value every year but also increases the Dividend payout since last 5 years. It has soon great consistency in last 5 years & it's major verticals are directly pegged to Country's GDP.





Balmer Lawrie Investment Ratios for last 9 years. Balmer Lawrie Investments Ltd has been solely formed with the intention of divesting its holdings in Balmer Lawrie Company Ltd. Although i'm…

FDC ltd & Strides Arcolab ltd some good sipping candidates.

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I have put some comparison n strengths of FDC ltd. Wockhardt clear  AVOID for next 1 year. However companies such as Strides Arcolabs n FDC ltd is worth a good SIP candidates.

INDIAN BANKING RECENT QTR PERFORMANCE INDICATORS STUDY PART 2

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This part contains
1. Income Earning,  2. Operating Expense inclusive Provision , 3. Net Profit,  4. Net NPA 
I'm presenting you actual dataset n best n worst performance in Banking Industry. Also trying to capture figures in Per share to standardise dataset & further for easy comparison among peers i'm trying to measure each of them with their Current Market Price.










INDIAN BANKING RECENT QTR PERFORMANCE INDICATORS STUDY PART1

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INDIAN BANKING RECENT QTR PERFORMANCE INDICATORS STUDY PART 1 .

TO KEEP LIFE SIMPLE I HAVE USED COLOR AS INDICATOR.
GREEN OR BLUE  MEANS BEST IN INDUSTRY N RED MEANS WORST.
ORDER SHOULD BE .

1. PBIDTM% -
2. PBDTM%
3. PATM%
4. Gross Non Performing Assets %
5. Net Non Performing Assets %. (Most critical Indicator of deteriorating Credit Quality)

This table below contains the actual numbers for the above 5 Fundamental indicators and change over period of time such as Previous Qtr, Previous Qtr last year & Last to last Year.











Delisting has fizzed off in Indian Capital market hope to see more realistic P/E, P/S & P/B multiples for this companies.

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It was very evident then during Sept2012 that Market had overvalued some of the scripts in Indian market were promoter holdings was greater than 75% Promoters also let the suspense built up as it helped them in fetching a better price via  Offer for sale . It’s common man who ended up burning his fingers  and may take some time may next 5years to get his cost price back . In Sept'12 I had taken this companies past five years of Balance sheet, Income statement cash flows & tried to compute how much Promoters will have to shell out from their pockets to buy back. Do they have sufficient capital to do so. Are their earnings strong enough to support such an buyback.
If you guys need detailed working do email me I shall share maths behind each field.



Oracle Financial Services: Oracle went for dilution of Stake in open market http://www.bseindia.com/xml-data/corpfiling/AttachHis/Oracle_Financial_Services_Software_Ltd_210513.pdf
Novartis India Ltd:  Novartis India went for  dilution of Stake in…

CASE study3, were Indian Housing sector will correct by atleast 30% in next 1year and gradually rise only by 20% in next 20 years.

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Hi Friends,
Indian housing market is in Bubble phase for sure when measured based on Affordability Index , Price to Income basis, Mortgage as percentage of Income, House to Income Ratio & Price to Rent ratio basis.
It's also for sure lot of Black money is been parked into this sector & Govt itself is in least interested to cool of sector by taking relative measures.
Real Estate Sector is not targeting poor common man in streets as it's beyond their reach, it's targeting the NRI's residing abroad.
NRI's hardly know what would be best use of their money, they don't want to bet in Equities market and yet what something steady in their portfolio.
NRI's have been happy with the Rupee depreciation in last 6 years of close to 35%.
They fail to realise that Real Estate investments are not very liquid and would take time to sell when they step into the market.
Indian Real Estate comes up with property show in major cities across the world where rosy picture…