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Godrej Industries
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Market Cap!
Posted by :
totalviewTracked by: 0 Boarder
All are unlisted companies of no great magnitude except Godrej Properties. They are hardly contributing to the profits. Otherwise, look at the money they have - they issued 2.8 crore shares @ Rs.214/- per share netting around Rs.600 crore last year around this time only. But profit are very modest. Could you please throw some light on the potential of these unlisted holdings ? How do you justify Re.1/- share quoting @ 95/-. Earlier it was quoting Rs.500+ and it has nose-dived to below 100 levels. Please justify your recommendation. ...
In reply to:
Market Cap!
Posted by :
mabafna
Godrej industries have following holdings:
Godrej agrovet-75%
Godrej Properties-82%
Godrej Hicare-75%
Godrej Consumer-20%
Godrej Hersley ltd-435
Nutrine Chocolates-43%
CBay systems-14%
Karrox Technologies-9%
Boston Analytics-40%
Godrej Sara lee-20%
Gharda chemicals-7%
Asthavegen-5%
Version LLC--dont know exact stake.
Personlitree-26%
Believe me you wont get godrej industries at this price again.
Market Cap!
Posted by : nelsonlTracked by: 0 Boarder
Value seems to be there in this counter could be good one in the bear market. ...
In reply to:
Market Cap!
Posted by : mny_matters
hi
yes the value of godrej industriees lies in its holding but i believe the true unlocking happens when the company list
out of theese godrej prop is has the potential to increase the value, others return will be bit gradual and slow.
but still a good price to add. i hadd added few today and will wait for further downside to add some more....
Market Cap!
Posted by : mny_mattersTracked by: 0 Boarder
hi
yes the value of godrej industriees lies in its holding but i believe the true unlocking happens when the company list
out of theese godrej prop is has the potential to increase the value, others return will be bit gradual and slow.
but still a good price to add. i hadd added few today and will wait for further downside to add some more.......
In reply to:
Market Cap!
Posted by : mabafna
Godrej industries have following holdings:
Godrej agrovet-75%
Godrej Properties-82%
Godrej Hicare-75%
Godrej Consumer-20%
Godrej Hersley ltd-435
Nutrine Chocolates-43%
CBay systems-14%
Karrox Technologies-9%
Boston Analytics-40%
Godrej Sara lee-20%
Gharda chemicals-7%
Asthavegen-5%
Version LLC--dont know exact stake.
Personlitree-26%
Believe me you wont get godrej industries at this price again.
Market Cap!
Posted by : mabafnaTracked by: 0 Boarder
Godrej industries have following holdings:
Godrej agrovet-75%
Godrej Properties-82%
Godrej Hicare-75%
Godrej Consumer-20%
Godrej Hersley ltd-435
Nutrine Chocolates-43%
CBay systems-14%
Karrox Technologies-9%
Boston Analytics-40%
Godrej Sara lee-20%
Gharda chemicals-7%
Asthavegen-5%
Version LLC--dont know exact stake.
Personlitree-26%
Believe me you wont get godrej industries at this price again.
...
hi.... Godrej Going Hit
Posted by : mny_mattersTracked by: 0 Boarder
yes promotors holding is already high around 80 percent and buyback is also around 1.9 percent of the equity.
the holdings by the FII and mutual funds is around 9 percent, thus quite a low public holding.
but currently valuations are thing no one is looking and what makes it difficcult is its value lies in the holding companies and also much of environment is created that the price is only the land bank which is not the compplete case.
yes the highe holding 80 percent in the godrej prop has made this stock moved to the levels of 500 in the past.
but still company holds stake in
godrej agrovet
godrej prop
also stake in the godrej consumer, and joint ventures like godrej sara lee.
keep track of this company.
...
In reply to:
hi.... Godrej Going Hit
Posted by : totalview
But please remember that Board has announced buy-back programme from the stock exchange upto Rs.275/- per share. It may get through in coming days. Once company starts buy-back, there will be strength in the scrip. Already promoters and FIIs and FIs holding is quite substantial i.e.88.59%. Downside is quite limited. Sum of parts of different businesses under its fold is very sizeable and valuable. For example, it holds around 20% equity of Godrej Consumer Products Ltd. and 80% of Godrej Properties Ltd. Recovery will be sharp.
BSE Announcements on Godrej Ind
Posted by : MMB MessengerTracked by: 0 Boarder
Godrej Industries Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 27, 2008, inter alia, to take on record the unaudited financial results for the quarter ended September 30, 2008 (Q2)....
hi.... Godrej Going Hit
Posted by : mny_mattersTracked by: 0 Boarder
currently there are many stocks where the buyback has not generated enough enthusiam like reliance infrastructure, even being fundamentally strong.
i am still looking for more information like the holding and valuations aspects. i havent come across any research report on the godrej industies giving details about the land and other hodling companies.
nowadays u have to be very selective of the stocks u pick, although in the long run this will give the decent appreciation but still i think one should now focus on the stock with short term as rally will come and again falls will be there. for some time its better to trade in trading strong rather than taking the long term investment call.
i had good number of shae bought in the range of 315-220 and looking for 100-110 to buy some more. ...
In reply to:
hi.... Godrej Going Hit
Posted by : totalview
But please remember that Board has announced buy-back programme from the stock exchange upto Rs.275/- per share. It may get through in coming days. Once company starts buy-back, there will be strength in the scrip. Already promoters and FIIs and FIs holding is quite substantial i.e.88.59%. Downside is quite limited. Sum of parts of different businesses under its fold is very sizeable and valuable. For example, it holds around 20% equity of Godrej Consumer Products Ltd. and 80% of Godrej Properties Ltd. Recovery will be sharp.
hi.... Godrej Going Hit
Posted by : mny_mattersTracked by: 0 Boarder
i had also mentioned that there is lot of inherent value in the holding company...
In reply to:
hi.... Godrej Going Hit
Posted by : totalview
But please remember that Board has announced buy-back programme from the stock exchange upto Rs.275/- per share. It may get through in coming days. Once company starts buy-back, there will be strength in the scrip. Already promoters and FIIs and FIs holding is quite substantial i.e.88.59%. Downside is quite limited. Sum of parts of different businesses under its fold is very sizeable and valuable. For example, it holds around 20% equity of Godrej Consumer Products Ltd. and 80% of Godrej Properties Ltd. Recovery will be sharp.
hi.... Godrej Going Hit
Posted by : totalviewTracked by: 0 Boarder
But please remember that Board has announced buy-back programme from the stock exchange upto Rs.275/- per share. It may get through in coming days. Once company starts buy-back, there will be strength in the scrip. Already promoters and FIIs and FIs holding is quite substantial i.e.88.59%. Downside is quite limited. Sum of parts of different businesses under its fold is very sizeable and valuable. For example, it holds around 20% equity of Godrej Consumer Products Ltd. and 80% of Godrej Properties Ltd. Recovery will be sharp. ...
In reply to:
hi.... Godrej Going Hit
Posted by : mny_matters
the stock has broken 2 years low too. current market scenerio it could see 100 also and may be lower number.
the holding structure of the company is quite complex and one need a details analysis. i didnt have the annual report. Land bank topic is also under the carpets these days. so dont bank on the land bank value at current levels.
but as i heard there is a lot of inherent value due to the percentage holdign of various group companies. the land also i think belong to godrej boyce and development rights are given to godrej properties where it holds 80 percent stcke.
IF ANY BOARDER HAD DONE DETAILED ANALYSIS PLS GIVE THERE COMMENTS.
I am looking to add it at 100 levels, as i believe the land in mumbai will always have premium. the market once settle down in a year or more will provide reasonabe upside. but still better avoid at this moment as volumes are also low and there is no interest of FIIs in the counter.
hi.... Godrej Going Hit
Posted by : mny_mattersTracked by: 0 Boarder
the stock has broken 2 years low too. current market scenerio it could see 100 also and may be lower number.
the holding structure of the company is quite complex and one need a details analysis. i didnt have the annual report. Land bank topic is also under the carpets these days. so dont bank on the land bank value at current levels.
but as i heard there is a lot of inherent value due to the percentage holdign of various group companies. the land also i think belong to godrej boyce and development rights are given to godrej properties where it holds 80 percent stcke.
IF ANY BOARDER HAD DONE DETAILED ANALYSIS PLS GIVE THERE COMMENTS.
I am looking to add it at 100 levels, as i believe the land in mumbai will always have premium. the market once settle down in a year or more will provide reasonabe upside. but still better avoid at this moment as volumes are also low and there is no interest of FIIs in the counter....
In reply to:
hi.... Godrej Going Hit
Posted by : Guest
I think in the current market conditions, this will touch 100, so exiting and entering some frontline stock is advisable. Land abnk story and all that is over
hi.... Godrej Going Hit
Posted by : GuestTracked by: 0 Boarder
I think in the current market conditions, this will touch 100, so exiting and entering some frontline stock is advisable. Land abnk story and all that is over...
In reply to:
hi.... Godrej Going Hit
Posted by : patel nilesh
on what basis do you give target of 250 in 2 weeks. i believe there is lot of time to reach 250. first let it cross 180-200 then we can talk about 250.
NSE Announcements on Godrej Ind
Posted by : MMB MessengerTracked by: 0 Boarder
Godrej Industries Ltd. has informed the Exchange that the results of the Postal Ballot were announced on September 19, 2008. Further the Special Resolution as mentioned in the notice of Postal Ballot dated July 29,2008 has been passed with the requisite majority. A copy of the Result of Postal Ballot shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
NSE Announcements on Godrej Ind
Posted by : MMB MessengerTracked by: 0 Boarder
Godrej Industries Ltd. has submitted to the Exchange a copy of the Minutes of the meeting of the Company held on September 19, 2008 for announcement of the results of postal ballot as per the provisions of The Companies (Passing of the Resolution by Postal Ballot) Rules, 2001. A copy of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements)....
hi.... Godrej Going Hit
Posted by : patel nileshTracked by: 0 Boarder
on what basis do you give target of 250 in 2 weeks. i believe there is lot of time to reach 250. first let it cross 180-200 then we can talk about 250....
In reply to:
hi.... Godrej Going Hit
Posted by : jayashu
next tirget is 250 within 2 week..
hi.... Godrej Going Hit
Posted by : jayashuTracked by: 0 Boarder
next tirget is 250 within 2 week..
...
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