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CAL Research - RCL - Sell

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CAL Research - RCL - Sell

Post by Sriranga on Tue Nov 11, 2014 6:40 pm

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Re: CAL Research - RCL - Sell

Post by Karan on Tue Nov 11, 2014 6:49 pm

Asha phillip Resarch- Buy - target price 150.00

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Re: CAL Research - RCL - Sell

Post by First Guy on Tue Nov 11, 2014 8:46 pm

Interesting. Looking at the report, the cost of capital does make an impact.
Also they have value the LFIN stake at 1.5x P/BV which I think is low considering the recent acquisitions and the latest performance. But even that wouldn't increase their FV much. Will have to wait and see for latest Q report. Note that this target price is well below its NAV Smile

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Re: CAL Research - RCL - Sell

Post by sashimaal on Tue Nov 11, 2014 9:28 pm

Thanks RB for sharing, +
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Re: CAL Research - RCL - Sell

Post by slstock on Wed Nov 12, 2014 6:58 am

What a report!

Reminds me of GMNet's article to predict ASI at 6600 in 2020 and 6700 in 2030.


Last edited by slstock on Wed Nov 12, 2014 7:35 am; edited 1 time in total

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Re: CAL Research - RCL - Sell

Post by HAL9000 on Wed Nov 12, 2014 7:30 am

I think after "JKH-Sell" report, they have gone mad.
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Re: CAL Research - RCL - Sell

Post by First Guy on Wed Nov 12, 2014 7:39 am

It's a matter of the assumptions used for WACC calculation as they have used a DCF based valuation. In the case of JKH, check how it differs from this report an year ago (pg 15)
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