AMF valuable illiquide stock

EquityChamp · 1 AMF valuable illiquide stock Fri Oct 02, 2015 3:38 pm

EquityChamp

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Look at the AMF historical performance and the 2015/16 likely result.
Currently it is trading @ a PE of 7.8. If value @ industry PE norms this can be valued over 1,000/-. Less than 1000 shares in the market to trade. Good to have some shares in the portfolio.

YEAR	2009/10	2010/11	2011/12	2012/13	2013/14	2014/15	Q1 2015/16	2015/16 ( E)
PAT (Mn)	63	104	137	180	233	338	110	484
EPS	11	19	24	32	42	60	20	86
Price								671.8
PE x								7.8
BV							206	273
PBV x								2.5

Market Sucker1 · 2 Re: AMF valuable illiquide stock Sun Oct 04, 2015 9:42 pm

Market Sucker1

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You got the right share, but not much selling which we can buy. So will reach at least 1500 or more just like OFEQ went up

Market Sucker1 · 3 Re: AMF valuable illiquide stock Mon Oct 05, 2015 1:02 am

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EquityChamp wrote:Look at the AMF historical performance and the 2015/16 likely result.
Currently it is trading @ a PE of 7.8. If value @ industry PE norms this can be valued over 1,000/-. Less than 1000 shares in the market to trade. Good to have some shares in the portfolio.

YEAR 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15 Q1 2015/16 2015/16 ( E)
PAT (Mn) 63 104 137 180 233 338 110 484
EPS                11               19               24               32               42               60                  20                   86
Price 671.8
PE x                  7.8
BV 206 273
PBV x
                 2.5

Did you got the research paper on this?

EquityChamp · 4 Re: AMF valuable illiquide stock Mon Oct 05, 2015 6:01 am

EquityChamp

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This is my analysis. Just compare with the PE valuations of other illiquid finance counters such as ALLI & ARPI. You can get the relative valuation aspect as well.

EquityChamp · 5 Re: AMF valuable illiquide stock Mon Oct 05, 2015 10:41 am

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Good to buy at these levels around 600-650

EquityChamp · 6 Re: AMF valuable illiquide stock Tue Oct 06, 2015 4:25 pm

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Arpico Finance is doing exceptionally well and will report substantial growth in 2015/16. This will directly attributable to AMF profits. The share also seems that moving ahead. If possible good to collect below 700.