COLO versus DIMO and Other Motor Companies-Performance Comparison

Rajaraam

Rajaraam

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I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts. Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold. COLO Versus DIMO and other Motor copanies-Performance Comparison



	COLO	DIMO	SMOT	UML	ASHO

Sales(Rs.Mn)	1,199.40	7,244.60	440.00	3,730.70	3,033.60
Gross Profit(Rs.Mn)	296.30	1,480.40	79.10	794.10	419.90
Other Income(Rs.Mn)	19.20	16.30	22.01	10.30	30.50
Profit Before Tax(Rs.Mn)	219.60	898.50	70.60	572.20	387.40
Profit After Tax(Rs.Mn)	143.30	636.40	49.20	411.40	278.90
EPS-Q1.2011/2012	15.70	71.70	8.16	6.10	77.05
EPS-2010/2011Annual	26.11	239.03	18.32	13.43	179.21
PE(Based on Last year EPS)	18.67	5.96	14.95	11.20	22.32
NAV(Rs)	168.55	522.31	82.67	62.25	390.00
Highest Price	530.00	1,780.00	380.00	189.90	7,490.00
Lowest Price	273.00	1,420.00	200.00	135.00	2,300.00
Dividend(Rs)	1.50	51.00	5.00	3.25	30.00
		Cash Rs.23.10+Script
		dividend Rs.27.90
Total No Of Shares	9,124,318	8,876,437	6,033,622	67,267,084	3,620,843
Major Shareholder's Stake	52.09%	12.57%	59.66%	29.36%	41.77%
	CFLB 52.09%	EPF 12.57%	ITOCHU 59.66%	Readywear 29.36%	Lanka Leyland41.77%
	Senthilkval 1.97%	Pandithage Family	R.M.Nanayakkara	Yaseen family43.25%	CTB 0.86%
	Senthi/S.bank15.36%	29.60%	20.00%		Perpetuel 12.48%
		Algama family8.53%
Public Holding	30.43%	46.94%	10.10%	30.12%	2.77%

Your comments are welcome.

Slstock

Slstock

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Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLO DIMO SMOT UML ASHO
Sales(Rs.Mn) 1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn) 296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn) 19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn) 219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn) 143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/2012 15.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual 26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS) 18.67 5.96 14.95 11.20 22.32
NAV(Rs) 168.55 522.31 82.67 62.25 390.00
Highest Price 530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price 273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs) 1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares 9,124,318 8,876,437 6,033,622 67,267,084 3,620,843
Major Shareholder's Stake 52.09% 12.57% 59.66% 29.36% 41.77%
CFLB 52.09% EPF 12.57% ITOCHU 59.66% Readywear 29.36% Lanka Leyland41.77%
Senthilkval 1.97% Pandithage Family R.M.Nanayakkara Yaseen family43.25% CTB 0.86%
Senthi/S.bank15.36% 29.60% 20.00% Perpetuel 12.48%
Algama family8.53%
Public Holding 30.43% 46.94% 10.10% 30.12% 2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.

pathfinder

pathfinder

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very good comparion.+rep. DIMO is stagnating too long due to over selling.it's time to move up.Hold on.

Aamiable

Aamiable

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COLO... I missed the train.... Smile

Rajaraam

Rajaraam

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Aamiable wrote:COLO... I missed the train....

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .

Monster

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slstock wrote:

Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLO DIMO SMOT UML ASHO
Sales(Rs.Mn) 1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn) 296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn) 19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn) 219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn) 143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/2012 15.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual 26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS) 18.67 5.96 14.95 11.20 22.32
NAV(Rs) 168.55 522.31 82.67 62.25 390.00
Highest Price 530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price 273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs) 1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares 9,124,318 8,876,437 6,033,622 67,267,084 3,620,843
Major Shareholder's Stake 52.09% 12.57% 59.66% 29.36% 41.77%
CFLB 52.09% EPF 12.57% ITOCHU 59.66% Readywear 29.36% Lanka Leyland41.77%
Senthilkval 1.97% Pandithage Family R.M.Nanayakkara Yaseen family43.25% CTB 0.86%
Senthi/S.bank15.36% 29.60% 20.00% Perpetuel 12.48%
Algama family8.53%
Public Holding 30.43% 46.94% 10.10% 30.12% 2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.

I agree with slstock. COLO has assets and a portfolio apart from their core business. COLO was part of my portfolio. But I sold it recently and invested on DIMO and UML. I have plan to increase my stake in DIMO further. Presently COLO is overvalued to the currently market price. SMOT may move further up due to it's liquidity.

cse_investor

cse_investor

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Aamiable wrote:COLO... I missed the train....

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

smallville

smallville

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Good effort.. Keep it up Wink

Thanks to DIMO's script div, I have 4 shares of it now.. I'm thinking of keeping it for another 5yrs or so to make it a 100 Wink

he hee.. Clearly an underdog in the motor sector and has a diverse product range to earn revenue as well..
Profits margins of Nano cant be that high but Nano deal might've added more revenue to their accounts due to the demand it has created..

COLO is not only a motor company, it has lands, investment portfolio so its a multi colored one now.. But its comes as a second investment to me in motor sector now..

Rajaraam

Rajaraam

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Yes Monster, DIMO's and UML's sales are increasing rapidly. In case of DIMO, they sell DIMO Batta to High value BENZ latest model. Very wide range of automobiles including cars,jeeps,cabs,trucks,buses and so on.In addition Construction,agricultural and material handling items and machinery sales too has largely contributed to the Q 1-revenue of current financial year with over Rs. 790 Mn sales. UML too have a wider range including mainly cars,jeeps,cabs,trucks, buses(not much)most recently Three wheelers and Motor cycles. Their Three wheeler (TVS) is the second market leader selling around 100,000 units per annum and contributing more than Rs 300 mn to UML's profit annualy. This is inccreasing rapidly and I guess current year Threee wheeler business will give them a remarkable return.

DIMO and UML wuold be very good fundamentaly strong counters I believe.

Rajaraam

Rajaraam

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Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

cse_investor

cse_investor

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Rajaraam wrote:Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

Fully agree with you. COLO is subject of a play, by traders, with quicker profits. DIMO is a solid mid- to long-term investment, a safe place to put your money if you're willing to hold.

Fresher

Fresher

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first TATA NANO has caught fire.
if not for the politico's taxi service, sales would drop.
but since now it's automatically positioned as a taxi, it wont make much difference I guess

Market Sucker

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cse_investor wrote:

Aamiable wrote:COLO... I missed the train....

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player Very Happy

you knew the crossing in early Very Happy

,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time, Very Happy

thanks bro for your info Smile

cse_investor

cse_investor

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Market Sucker wrote:

cse_investor wrote:

Aamiable wrote:COLO... I missed the train....

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player
you knew the crossing in early ,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time,

thanks bro for your info

Thanks machang. The PCH thing took longer than I thought because of the negative market sentiment at that time. I'm glad it happened after all, especially after some people were considering my posts as manipulative. I don't promote stocks, I just share what I know and hear.

As for COLO, yes, I knew the volume would happen today, that's why I posted it yesterday. It's just that I had expected it as a crossing rather than a transaction on the floor. More to come I've heard, so let's watch and monitor this closely. Good luck.

Rajaraam

Rajaraam

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Rajaraam wrote:

Aamiable wrote:COLO... I missed the train....

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .

Mitsubushi(UML) already started. It will go further up. Future value of this share and DIMO would be very much higher than the present market price.

Aamiable

Aamiable

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COLO is a good share... by the time this was seen...gone up..might be able enter at a good level. financials on this sector are fine..

Rajaraam

Rajaraam

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Can we expect colo price uptrend further? Or DIMO and UML would take the baton for the second and third lap.

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COLO versus DIMO and Other Motor Companies-Performance Comparison

1 COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 1:32 pm

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2 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 2:47 pm

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3 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 4:14 pm

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4 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 4:18 pm

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5 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 4:22 pm

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6 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 7:44 pm

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7 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 8:22 pm

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8 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 8:33 pm

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9 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 8:40 pm

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10 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 11:08 pm

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11 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Sun Sep 04, 2011 11:21 pm

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12 Re: COLO versus DIMO and Other Motor Companies-Performance Comparison Mon Sep 05, 2011 6:55 am

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