tag:blogger.com,1999:blog-735209523627178736.post428141591030919723..comments2024-01-22T16:29:52.183+05:30Comments on Value Investing: An Intutive Approach to Investing: Piramal Healthcare: Gazing Through Crystal Ball - Part IDhwanilhttp://www.blogger.com/profile/02537043667425952923noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-735209523627178736.post-30110129597096339362012-06-14T13:30:36.082+05:302012-06-14T13:30:36.082+05:30Brilliantly done. You need to be made a member of ...Brilliantly done. You need to be made a member of PHL Board :-)Devnoreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-66551766861266485572012-05-23T09:34:55.396+05:302012-05-23T09:34:55.396+05:30Hi Anon,
I think vodafone disclosure reaffirms Mr...Hi Anon,<br /><br />I think vodafone disclosure reaffirms Mr.Piramal's assertion about 18-20% return expectation from the deal. In my opinion it is a very smart deal as from the numbers, assured return of roughly 10% while upside can be significant (depending upon IPO valuation) with number of exit options with Piramal.<br /><br />There is still not much information about decision resource in terms of profit margins and other financials so I have not yet factored that in PHL's valuation.<br /><br />Best Regards<br />Dhwanil DesaiDhwanilhttps://www.blogger.com/profile/02537043667425952923noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-57650844536113114042012-05-22T19:54:30.420+05:302012-05-22T19:54:30.420+05:30great insight, any update given new data on vodafo...great insight, any update given new data on vodafone exits for piramal of between 70-83 billion? Also the Decision Resources acquisition?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-22290583029970025182012-05-02T23:37:50.169+05:302012-05-02T23:37:50.169+05:30You have put in substantial hardwork in the post ....You have put in substantial hardwork in the post .......... kudos ......Karun Sandhanoreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-89348203402345028072012-04-23T12:36:37.946+05:302012-04-23T12:36:37.946+05:30Hi,
Thanks a lot.
Best Regards
Dhwanil DesaiHi,<br /><br />Thanks a lot. <br /><br />Best Regards<br />Dhwanil DesaiDhwanilhttps://www.blogger.com/profile/02537043667425952923noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-64211934482792448082012-04-20T10:57:01.914+05:302012-04-20T10:57:01.914+05:30nice opinion.. thanks for sharing...nice opinion<a href="http://www.hotprivateeye.com/" title="徵信社" rel="nofollow">.</a><a href="http://www.%E5%8F%B0%E5%8D%97%E5%AE%A4%E5%85%A7%E8%A8%AD%E8%A8%88.tw" title="台南室內設計" rel="nofollow">.</a> thanks for sharing<a href="http://www.hotprivateeye.com/" title="徵信" rel="nofollow">.</a><a href="http://dica.tw/" title="豬腳" rel="nofollow">.</a><a href="http://www.%E5%8F%B0%E5%8D%97%E5%AE%A4%E5%85%A7%E8%A8%AD%E8%A8%88.tw" title="居家裝潢" rel="nofollow">.</a>Anonymousnoreply@blogger.com