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    Can we see it crosses 2000 mark this time around.
    "The best values today are often found in the stocks that were once hot and have since gone cold"

  • #2
    Financial Performance- Period ended 30 June 2018


    Click image for larger version  Name:	NEST-q2.png Views:	1 Size:	99.0 KB ID:	260
    Last edited by ruwan326; 08-13-2018, 02:49 PM.

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    • #3
      25 years back one share of NEST was trading below Rs.50. How did it become a multibagger? It is having a very impressive high ROE and very good ROA. It generated cash for number of years while facing difficult period successfully and maintaining some growth.
      Last edited by MrGrowth; 08-25-2018, 02:47 PM.

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      • #4
        I remember NEST adopting lean practices few decades ago.

        CTC, Unilever are two other multinationals that invest heavily of cost /. efficiency optimization methodology. The well trained managers are sought after by other less efficient Orgs and enjoy top dollar pay. I mean rupee.

        CTC had a highly unionized work force and had to face multiple strikes, but they forged ahead with their plans. Today, whatever you throw at them , they always exceed market expectations.

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        • #5
          In observing these people closely, one tends to loose the taste for more degenerate, coarse and greedy European attitudes which unfortunately account for their superiority to conceive and manage big things.

          From the visit of Albert Uncle.

          http://www.island.lk/index.php?page_...de_title=16400

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          • #6
            did anyone think of entering at cmp. 1660-1600 good price for the longterm patient investors.
            "The best values today are often found in the stocks that were once hot and have since gone cold"

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            • #7
              After seeing below table, i would definitely wait a bit more.
              Click image for larger version

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              "The best values today are often found in the stocks that were once hot and have since gone cold"

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              • #8
                Originally posted by SHARK View Post
                After seeing below table, i would definitely wait a bit more.
                Click image for larger version

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                Thanks Shark.
                One plus point is TO increasing.This might be due to price increase rather than volume increase.

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                • #9
                  The free cash flow has turned negative, from a healthy 3bill to negative 81mil. debt is up in 54%. marginal increase of PAT.
                  "The best values today are often found in the stocks that were once hot and have since gone cold"

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                  • #10
                    Originally posted by solace View Post

                    Thanks Shark.
                    One plus point is TO increasing.This might be due to price increase rather than volume increase.
                    Yes solace, in their annual report they indicated a sluggish demand due to drought and input costs on top the VAT increase.
                    That 5bil investment into expanding production facility is ongoing. so if these will be funded through internal and external sources.
                    "The best values today are often found in the stocks that were once hot and have since gone cold"

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                    • #11
                      My earlier earlier target 1600 is revised down to 1550-1500 on a more psychological wait than anything else.
                      "The best values today are often found in the stocks that were once hot and have since gone cold"

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