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I was bit late reading the highly valuable post by Rajaraam, who I have noticed always publishing very much helpful articles and always recommend shares with great future, I thought to analyze the last four quarters of the companies he has mentioned.
I am publishing this as a new thread since his article is couple of days old by now.
• Dipped Products, DIMO, and Alliance Finance and Sampath bank offers excellent ratios for value investing.
• DIMO is enjoying good sales from the country situation and by diversification into other areas outside motor segment. Trades at extremely low valuations and if company took steps to increase the liquidity of the share by splitting, shareholders will be able to realize substantial capital gains.
• Future for DIPD is seem to be bright due to low rubber prices and the opportunities created by the granting of US GSP+ facility once again as US is one of their key markets. Last quarter they have reported extra ordinary results due to capital gains by disposing the stake in the parent company. As debt position of the parent company is high, it’s likely that DIPD will increase dividend payout.
• Dialog is at a low price compare to the sector. But considering the market, I think it’s fairly valued. But as almost all the shareholders in the list have purchased DIAL at much higher prices. Hence people who are entering now have better chances. Recently I saw JKSB upgrading the earnings potential of DIAL as per the acquisition of SUNTEL, which will amalgamate into DIAL results from March 2012 quarter.
• Only share I can’t agree is ELPL. Plantation companies are not in a good position in these days. Tea and Rubber prices are both dropping. So it’s good to watch and buy. Only possible factor is asset values may improve as companies are moving in to IFRS from next year.
CHEERS!
I am publishing this as a new thread since his article is couple of days old by now.
• Dipped Products, DIMO, and Alliance Finance and Sampath bank offers excellent ratios for value investing.
• DIMO is enjoying good sales from the country situation and by diversification into other areas outside motor segment. Trades at extremely low valuations and if company took steps to increase the liquidity of the share by splitting, shareholders will be able to realize substantial capital gains.
• Future for DIPD is seem to be bright due to low rubber prices and the opportunities created by the granting of US GSP+ facility once again as US is one of their key markets. Last quarter they have reported extra ordinary results due to capital gains by disposing the stake in the parent company. As debt position of the parent company is high, it’s likely that DIPD will increase dividend payout.
• Dialog is at a low price compare to the sector. But considering the market, I think it’s fairly valued. But as almost all the shareholders in the list have purchased DIAL at much higher prices. Hence people who are entering now have better chances. Recently I saw JKSB upgrading the earnings potential of DIAL as per the acquisition of SUNTEL, which will amalgamate into DIAL results from March 2012 quarter.
• Only share I can’t agree is ELPL. Plantation companies are not in a good position in these days. Tea and Rubber prices are both dropping. So it’s good to watch and buy. Only possible factor is asset values may improve as companies are moving in to IFRS from next year.
CHEERS!
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