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Old 23-10-2013, 02:59 PM
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The beauty of the (rare) ones like MOTHERSON is that they occur in that unique growth-value intersection Lower quartile of sectors (auto-anci) but upper quartile of stocks.

CEAT on the other hand is one (from the same space) that fitted the Value criteria ideally.
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Old 25-10-2013, 02:04 PM
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Another one popped up in auto-ancillaries IGARASHI MOTORS (pathetic volumes though) 73% exports Blackstone has picked up majority stake in the owner group for $100mn (mkt cap 166crs Sales FY13 300Crs P/B 1 EV/IC 1.4 P/E 4.5) P+ scr near perfect at 17 (just missed out on 1 of the liquidity parms) P scr 8.
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Old 29-10-2013, 09:24 PM
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TINPLATE quietly climbing up the the ladder The conventional scr at a perfect 9 now My P+ has just about reached the threshold of 15.

Some canslim elements as well
3 fold rise in profits (no extra-ordinaries that i could see They have been improving over the last 2 qtrs)
Near domestic monopoly & the best tech in the segment

Return ratios low as of now but a huge 5yr expansion spree over Operating at 80% capacity Likely to reach 100% over the next 4 qtrs. OPMs up 2% TTM.
Still below BV EV to IC <1.

There are other smaller ones with better scores but this one is a Tata grp company.

IBREALESTATE also in the dark horses category.
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Old 18-11-2013, 08:10 PM
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KRBL too has jumped up to the threshold 15 post results this qtr Still half-way on the LScore (leverage & liquidity) though But all return & growth params abv the 3-yr avg The best it has done on OCF in last 5yrs still abt 50% higher Valuation not an issue Still below BV EVtoIC barely 1.

Doing all the right things technically (that draw the attention of momentum players) Outperforming mkt Hitting 52-wk highs gaining volume (yet still in the value category- fairly valued at the most- fundamentally Nice cross-section imo)
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Old 18-11-2013, 08:13 PM
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A lot of companies though improving on the profitability front still have the L issue One constraint i face is non-availability of Cash flow statements on qtrly basis (Or else, i dare say, the P+ scr might have been better )
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Old 19-03-2014, 02:17 PM
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Originally Posted by kkseal View Post
Another one popped up in auto-ancillaries IGARASHI MOTORS (pathetic volumes though) 73% exports Blackstone has picked up majority stake in the owner group for $100mn (mkt cap 166crs Sales FY13 300Crs P/B 1 EV/IC 1.4 P/E 4.5) P+ scr near perfect at 17 (just missed out on 1 of the liquidity parms) P scr 8.

Has fallen off the Value screen with a dbl Wish had tracked it

There's something about auto-ancis now
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