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DLF
DLF Sept \\\\
Posted by :
vswarna_kumarTracked by: 0 Boarder
As we know due to financial crunch all over the world and with high inflation and interest on home loans could dip the sales of reality and the profit of this sector is going to be big concern in the stock market on reality sector which will not excuse DLF so book profit in right time and exit...
In reply to:
DLF Sept '08 qtr PAT seen at Rs 1859.1 cr: Motilal Oswal
Posted by :
MMB Messenger
Motilal Oswal has come out with its earning estimates on Real Estate Sector for the quarter ended September 2008. According to the research firm, DLF's September quarter sales are expected to go up 31% at Rs 42,579 million versus Rs 32,499 million on YoY basis. 
DLF Sept '08 qtr PAT seen at Rs 1859.1 cr: Motilal Oswal
Posted by : MMB MessengerTracked by: 0 Boarder
Motilal Oswal has come out with its earning estimates on Real Estate Sector for the quarter ended September 2008. According to the research firm, DLF's September quarter sales are expected to go up 31% at Rs 42,579 million versus Rs 32,499 million on YoY basis....
Tracked by: 0 Boarder
Yes indeed... Realty almost became a bubble.. I think people will get an opportunity soon to exit dlf at around 450......
In reply to:
novice1000
dear raj,
I tried to warn people about these realty companies.It is very unfortunate for the customers..
Infact realty story is no different from the dotcom bust.
regards
Investors have to be cautious
Posted by : pkk07Tracked by: 0 Boarder
Hey Soldier,
Realty is dead for our lifetime. Look at IT if you want a proof.
The tide of easy money is going out and we all shall soon see who all have been swimming naked :P
People will be fired, hiring would be frozen, salaries and bonuses will be cut, spending will be subdued, assets prices will plunge in the time to come. Actually, all this has already begun. Open your eyes and look around. You can see it for yourself....
In reply to:
Investors have to be cautious
Posted by :
soldier7
dear pitquote, realty will one day be the most outperforming sector in equity mrkets specially
people will realise this much later when they will be reaching astronmi heights
regards , soldier7
Investors have to be cautious
Posted by : novice1000Tracked by: 0 Boarder
dear friends,
This is not the right time to commit any fresh LT investments in this counter.
LT investors with the intent of considering fresh investments should keep themselves from these counters as these companies are goin to face very tough time in the next 12 months or so.
regards
PS:Traders with enough risk appetite can try their luck with strict stop losses....
In reply to:
Investors have to be cautious
Posted by : novice1000
dear soldier,
Nowhere did i talk about exact entry and exit levels. What ever i mentioned are tentative basing on the fundamentals.
If one knows that a sector has to undergo a tough phase for next 18 months to 24 months( minimum of) from purely a fundamental perspective, it is not difficult to take a call on that sector.
regards
Tracked by: 0 Boarder
dear raj,
I tried to warn people about these realty companies.It is very unfortunate for the customers..
Infact realty story is no different from the dotcom bust.
regards...
In reply to:
raj_tibs
Thats sad indeed (for the Parsvanath customers)... No sympathies for the real estate cos who always cook their books to hide the reality..
Exit DLF at Rs 500: Tulsian
Posted by : novice1000Tracked by: 0 Boarder
dear aranjan,
This company is going to face cery very tough times in the days to come.Averaging will prove to be a very costy mistake.
Expecting 700 levels in an year is only wishful thinking.
regards...
In reply to:
Exit DLF at Rs 500: Tulsian
Posted by : aranjan
There is no point in selling DLF at this moment, specially if you have bought at 710. If you are not in need of urgent money then you should wait for 6-12 months. At least you will be able to recover your money.
FLASH GOOD NEWSSSs frr markets !!!
Posted by :
vtycoonTracked by: 0 Boarder
can u pls help..
i have 1 lot f pNB short at 465....
wat shd i do !....r u sure nifty will hit 3600 ? den i shd hold ma short ?...
In reply to:
FLASH GOOD NEWSSSs frr markets !!!
Posted by : Guest
US bailout is big joke of 2008
to stabilize the boat one need 2 to 4 trillion money
Bush proposed 700 billion, congress agreed 250 + 100 in parts now
another 350 is pending.
any rally based in this india should be used for exiting long positions
dont fool yourself by this junk news.
Dow will fall to 9800 and 8600 in the coming days.
Nifty will fall first to 3600 then 3000 by the end of the year
To Off Load subsidys
Posted by : 14all..all41Tracked by: 0 Boarder
It could even mean they have no money to shell out...
In reply to:
To Off Load subsidys
Posted by : pkk07
DAL and DLF is another fraud this company is perpetuating. They sell land to DAL and raise funding from it. Both are the companies in same group still they show this as earning in DLF books. Whatever earnings DLF reports is also fraud.
Most important thing is: DLF has paid ZERO advanced tax for this quarter. Does that mean they are not expecting any profits??
To Off Load subsidys
Posted by : pkk07Tracked by: 0 Boarder
DAL and DLF is another fraud this company is perpetuating. They sell land to DAL and raise funding from it. Both are the companies in same group still they show this as earning in DLF books. Whatever earnings DLF reports is also fraud.
Most important thing is: DLF has paid ZERO advanced tax for this quarter. Does that mean they are not expecting any profits??...
In reply to:
To Off Load subsidys
Posted by : rvk41
DLF Ltd, the largest Indian developer, is planning to offload stake to private equity investors in its power venture DLF Utilities and in special purpose vehicles (SPVs) set up for some of its housing projects to generate funds.
The realtor would raise around $1-$1.25 billion from the power subsidiary and housing projects, and the final deal would be clinched by the middle of next month. Investment bank JPMorgan has been appointed to evaluate offers.
“DLF would raise around $500 million from the power business and around $750 million by diluting stake in residential projects to private investors,” a source familiar with the development told DNA Money on the condition of anonymity.
For DLF Utilities, the developer may sell convertible debt, which can be converted at the time of future listing. DLF Utilities is engaged in providing back-up power to DLF’s projects and currently has 24 MW of installed capacity. The capacity is expected to rise to 1300 MW in 5 years.
Meanwhile, DLF Assets, a holding company by DLF Ltd, is also close to striking a $750 million fund-raising deal. An announcement on this is expected in a “month’s time”, said sources. DLF Assets is the primary buyer of properties constructed by DLF.
It purchases assets at market prices. As reported by DNA Money early this year, DAL’s real estate investment trust listing in Singapore equity listing have been put on the backburner due to the current non-conducive environment
“DLF’s receivables from DAL at the end of this year would be around $1.5 billion. In the second and third quarter DAL will pay DLF around Rs 3,000 crore. DLF would find it difficult to execute projects if it does not receive the money from DAL,” an analyst covering DLF said, requesting he be not named since he is not authorised to speak.
DLF Assets has already received $400 million from D E Shaw and $200 million from a fund sponsored by Lehman Brothers. In May, it got $450 million from Symphony Capital, a London-based investment firm.
For information,with
Stocks TODAY : 3rd October, 2008
Posted by : DUstocksTracked by: 0 Boarder
Support & Resistance Levels :
R3 R2 R1 P S1 S2 S3
382.11 373.53 359.41 350.83 336.71 328.13 314.01
SOT (Speed of Trend) analysis projection :
DLF is already OVERSOLD on RSI, 2008. Possible buying opportunity....
DLF may slip to Rs 240-260: Bose
Posted by : vkk43Tracked by: 0 Boarder
Investment in this share is too risky. Exit on rally....
In reply to:
DLF may slip to Rs 240-260: Bose
Posted by : Guest
what i have to do ???? sell or buy...
To Off Load subsidys
Posted by : rvk41Tracked by: 0 Boarder
DLF Ltd, the largest Indian developer, is planning to offload stake to private equity investors in its power venture DLF Utilities and in special purpose vehicles (SPVs) set up for some of its housing projects to generate funds.
The realtor would raise around $1-$1.25 billion from the power subsidiary and housing projects, and the final deal would be clinched by the middle of next month. Investment bank JPMorgan has been appointed to evaluate offers.
“DLF would raise around $500 million from the power business and around $750 million by diluting stake in residential projects to private investors,” a source familiar with the development told DNA Money on the condition of anonymity.
For DLF Utilities, the developer may sell convertible debt, which can be converted at the time of future listing. DLF Utilities is engaged in providing back-up power to DLF’s projects and currently has 24 MW of installed capacity. The capacity is expected to rise to 1300 MW in 5 years.
Meanwhile, DLF Assets, a holding company by DLF Ltd, is also close to striking a $750 million fund-raising deal. An announcement on this is expected in a “month’s time”, said sources. DLF Assets is the primary buyer of properties constructed by DLF.
It purchases assets at market prices. As reported by DNA Money early this year, DAL’s real estate investment trust listing in Singapore equity listing have been put on the backburner due to the current non-conducive environment
“DLF’s receivables from DAL at the end of this year would be around $1.5 billion. In the second and third quarter DAL will pay DLF around Rs 3,000 crore. DLF would find it difficult to execute projects if it does not receive the money from DAL,” an analyst covering DLF said, requesting he be not named since he is not authorised to speak.
DLF Assets has already received $400 million from D E Shaw and $200 million from a fund sponsored by Lehman Brothers. In May, it got $450 million from Symphony Capital, a London-based investment firm.
For information,with
...
DLF - Min 450+ in ST!
Posted by : phkTracked by: 0 Boarder
dear sanjeev3430,land valuation is realy a question mark ,but you have easy answer,Godrej group,Wadia group , Jamshedji Jeejibhoy, Shapoorji Pallonji,are one of the largest land owners of mumbai,and they are now in Real estate/ buy Godrej group/ , Bom,y dying/,ACC,/ at this price ,for 2to 3 years, and double your money,forget Delhi AND Noiada,they are sitting on over-priced bought-land and labour&const cost now have sky rocketed,,/PHK/ ,...
In reply to:
DLF - Min 450+ in ST!
Posted by : sanjeev3430
When I first reading your message I thought you expect the price to more than 250.
I completely agree with your opinion. Land valuation is a question mark. Now a days you get call from real estate developers to sell their products. Before they never even advertised their products. So really looks dire straits for realty stocks.
DLF - Min 450+ in ST!
Posted by : sanjeev3430Tracked by: 0 Boarder
When I first reading your message I thought you expect the price to more than 250.
I completely agree with your opinion. Land valuation is a question mark. Now a days you get call from real estate developers to sell their products. Before they never even advertised their products. So really looks dire straits for realty stocks....
In reply to:
DLF - Min 450+ in ST!
Posted by : pkk07
How did u come to the fair price of 250 for DLF? I think on fair value basis, looking at its EPS of 15 which will sharply fall going forward, this company is not even worth 150. The book value is 66Rs which should mostly come from its inflated land bank valuation.
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