tag:blogger.com,1999:blog-7004453.post6762326705495490903..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Ashok LeylandRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7004453.post-92211692268908063522007-09-03T18:40:00.000+05:302007-09-03T18:40:00.000+05:30Hi ravii am not sure if the 1 lakh car has been pr...Hi ravi<BR/>i am not sure if the 1 lakh car has been priced either on the upside or the downside.<BR/>i would assume the downside to the sunk cost of the project. the upside seems much higher as this could be a huge opportunity and a disruptive innovation if tata motors get it right.<BR/>also if they encounter some early hiccups (as expected), then the market could over-react and that could be a good opportunity<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-29316326273988211792007-08-30T13:55:00.000+05:302007-08-30T13:55:00.000+05:30Alok,I expect Tata Motors price to be driven by a ...Alok,<BR/><BR/>I expect Tata Motors price to be driven by a lot of hype (positive or negative) about the 1 Lakh rupee car that is expected to roll out early 2008.<BR/><BR/>If things go well (or rumored to go well) for 1 lakh rupee car, the price could shoot upside. If there are some hiccups (or rumors of hiccups), that would be time to buy Tata Motors at really attractive price.<BR/><BR/>At this point, from short term perspective, TATA motors is a bet on execution of 1 lakh rupee car.Ravi Arankehttps://www.blogger.com/profile/08706098376170260290noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-24063373475923221112007-08-29T23:20:00.000+05:302007-08-29T23:20:00.000+05:30Hi aloki agree tata motors is also priced attracti...Hi alok<BR/>i agree tata motors is also priced attractively. i am not confident if it is undervalued by a big margin. also tata motors is now a commerical vehicles and a passeneger vehicle company. on the parameter of passenger vehicle, i find maruti more attractive.<BR/>Ashok leyland at the current price is not a slam dunk ..it is attractive but not by a big margin. it seems to be turning around but both tata motors and ALL face risk from competition<BR/>i would agree that both tata motors and ALL could good buys, but i still not very comfortable at the current priceRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-36088209239106283672007-08-29T17:45:00.000+05:302007-08-29T17:45:00.000+05:30It does look undervalued.however when you compare ...It does look undervalued.<BR/>however when you compare it with Tata Motors(big correction in one year), does this not appear a better value.<BR/><BR/>P/E is not much different and it is in both CV and passenger segment with high growth potential as well.<BR/><BR/>With entry of foreign players, Ashok Leyland might find the going difficult unless they upgrade technology or have a foreign technical collaboration.<BR/>Let me have your views<BR/><BR/>AlokAnonymousnoreply@blogger.com