Quote:
Originally Posted by actuaryinmaking
Potential Multi-bagger #1
A major player in the media business, this company reaches out to South East Asia, the Middle East, Europe and North America. It also has plans for a youth channel and movie production. It is the only company whose flagship channel has increased its viewership over the previous year due to a stronger position in the all important prime time bands. Our projections indicate that the stock could potentially appreciate by 100% from present levels over the next three years.
Potential Multi-bagger #2
This company is the one of the most trusted brands globally and in India in the FMCG space. It has retained premium position across all its key categories. With low penetration and low usage witnessed in the segment, the company stands to gain on the back of growing demand, strong brand name and wide presence. Our projections indicate that the stock could potentially appreciate by around 100% over the next 3 to 4 years.
Potential Multi-bagger #3
This company is taking big strides in the snacks segment. The company is the market leader and has a product portfolio right from the entry-level to the premium segment. Aided by strong demand, capacity expansions and inorganic growth, this is almost a 100% return opportunity over a three year period.
Any one knows which are these three stocks?
|
I am not guessing the companies but am trying to reason out if these description could really be multi-baggers.
#1
Media companies are full of accounting mismanagement. Cash flow is never steady.
#2
FMCG sector could see severe pressure on margins given the way value of money is declining across the world. I am not sure how any fmcg co could maintain a sustained growth for next 2 to 3 yrs
# 3
Snacks segment is yet to see a growth of that magnitude in India. If it does, then it will be more speculative.
Thus i believe that these multi-baggers would be more of speculation than investment as reason behind the stories are not convincing, atleast for now.
9th August 2008, 09:55 PM
Re: Does anyone know which 3 Potential Multi-baggers Equitymaster talking about?
