Showing posts with label Ben Graham. Show all posts
Showing posts with label Ben Graham. Show all posts

Friday, November 20, 2009

Love these cigar butts - Aditya Birla Chemicals

CMP 77.50

MCap.(Rs. in Cr.) : 183 P/E (x) : 3.3 EPS (Rs.) : 23.58


BV (Rs.) : 102.59 Div. Yield (%) : 1.9 FV (Rs.) : 10.00

Wonder why this chemical company is selling cheap??? especially with below numbers. I am sure Walter Schloss and Benjamin Graham would buy these
 
3 Yr CAGR Sales (%) : 22.37
3 Yr CAGR Profit (%) : 25.66
Promoter Shareholding (%) : 56.31
Net Profit Margin (%) : 22.55
Return on Equity (%) : 21.07
 
Need to further investigate....Interesting... Atleast paying some dividend. Hope this is not like Gwalior Chemicals.
 

Wednesday, November 11, 2009

Top 10 based on P/B with additional criteria

Market Cap > 50 Crores
3 Yr Sales growth > 5%
Total Debt = 0
Top 10 Based on P/B

All this data is not validated. Please do your due diligence. This is not any stock recommendation

Friday, October 30, 2009

Indian Stocks Benjamin Graham Cigar butts - Top 10

Here are top 10 cigar butts based EV/EBIDTA with atleast 100 crores mkt cap.




Monday, October 19, 2009

Gwalior Chemicals - Interesting opportunity

Investing values blog has an written an interesting opportunity about Gwalior Chemicals.
Gwalior Chemicals announced on the 8th of June that it was selling its chemical business to Lanxess. The total enterprise value of the deal is Rs 536 crores with Lanxess taking over debt of Rs 156 crores. The equity value accruing to the company would be Rs 380 crores. The company would be still left with a plant at Ankhleshwar.The management has gone on record saying that they intend to return 100 crores out of Rs 380 crores to the shareholders either thru a one time dividend or share buyback.The current equity capital of the company is Rs 24.67 crores.So we are saying that the shareholder will accrue a sale value of Rs 154 per share out of which the company intends to return approximately Rs 40 per share either in the form of dividend or share buyback.

http://investingvalues.blogspot.com/2009/06/gwalior-chemicals-special-situation.html
http://investingvalues.blogspot.com/