Professional Documents
Culture Documents
Budget Pres
Budget Pres
By
Chetan J Parikh
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Investment Philosophy
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Budget Presentation
~Investment Philosophy
Value Investing
Identification of catalysts
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Budget Presentation
~Investment Philosophy
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Budget Presentation
~Investment Philosophy
Pessimistic
Neutral
Optimistic
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Budget Presentation
~Investment Philosophy
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Identifying Catalysts
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Budget Presentation
Identifying Catalysts
Catalysts are events that take place that increase the value of
the company, regardless of how its stock reacts. The market
will eventually realise that value has been created, transferred
or unlocked by such an event and call it a catalyst. Stock
catalysts drive the share price of a company without
improving the value of the firm.
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Budget Presentation
~Identifying Catalysts
Internal Catalysts
New management
Cutting costs
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Budget Presentation
~Identifying Catalysts
Share Buybacks
Asset Sales
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Budget Presentation
~Identifying Catalysts
External Catalysts
Time
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Budget 2003 - 04
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Budget Presentation
Banking
Banking
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Budget Presentation
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Budget Presentation
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Budget Presentation
Hospitality
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Budget Presentation
Automobiles
The excise duty has been reduced for cars and SUVs
by 7% (net of 1% contribution to calamity relief fund).
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Budget Presentation
Cement
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Budget Presentation
Power
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Budget Presentation
FMCG
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Budget Presentation
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Budget Presentation
Information Technology
The benefits under sec 10A and 10B of the Income Tax Act
to be continued for units located in Software Technology
Park.
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Budget Presentation
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Budget Presentation
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Thank You
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