Beruflich Dokumente
Kultur Dokumente
Presentation HISTORY
Flow
CFA Society – New Delhi
MANAGEMENT
SELF
BUSINESS PRICE
Presentation
How Markets ValueFlow
Managements
4
Enterprise
Value
E. Sreedharan AMUL
Presentation
Digesting SuccessFlow
– Not Easy
11
Arrogance
Bureaucracy
Complacency
Debt
Envy
Presentation
Men Among Flow
Boys
13
Ajanta Pharma
Period Mcap PAT P/E
Mar'10 171 34 5
Amounts in Rs.crs – Nov’18 data is on TTM basis & Rest is latest FY Data as on date
Growth Presentation
at the cost Flow
of PSU Banks
16
44
37
12 12 15
6 8 5
3 3
Returns (times) based on change from Low in Base Year and High End Year
Presentation
TWO Flow
WHEELERS
18
34
22 26
12 11 8 8
5 3 5 5
Returns (times) based on change from Low in Base Year and High End Year
Most Presentation
Valued – ThenFlow and Now
19
45,000
PHASE 5
40,000 2009
PHASE 4
35,000 2001
30,000
PHASE 3
25,000 1993
20,000
PHASE 2
1988
15,000
PHASE 1
10,000
1984
5,000
BSE Sensex
-
Jan'85 Oct'88 Jul'92 Apr'96 Jan'00 Oct'03 Jul'07 Apr'11 Jan'15 Oct'18
Presentation
Phase Flow
1: 1984 – 1988
23
700
665
600
Assassination
Oct’84
500
400
390
300
Bhopal Gas Tragedy
Dec’84
260
200
5,000
12x in 4 years 4,547
4,000
3,000 Assassination
May’91
Mandal Commission
Sep’90
2,000
Babri Masjid 1,980
Dec’92
1,000
390
-
7,000
3x in 7 years
6,151
6,000
4,000
3,000
Bombay Blasts Kargil War
Mar’93 May’99
2,597
2,000
1,980
1,000
Apr-93 Jan-94 Oct-94 Jul-95 Apr-96 Jan-97 Oct-97 Jul-98 Apr-99 Jan-00 Oct-00 Jul-01
25,000
8x in 7 years
21,207
20,000
15,000
42,000
38,990
GST
33,000 Apr’17
Demonetization
Nov’16
24,000
RERA
May’17
15,000
5x in 9 years
8,047
6,000
Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18
Fear Greed
300
150
1000
150 176
841
150
127
109
100
100
100
100
0
0
Presentation
Predicting Rating Flow
Is Tougher ...
30
May'09 71 11 6 Jan'10 34 3 11
Apr'15 6,323 74 85 Feb'16 3,717 42 89
Nov’18 12,513 194 65 Nov’18 2,516 73 34
Jul'09 54 15 4 Dec'09 87 22 4
Jul'15 7,375 103 71 Apr'15 11,445 99 116
Nov’18 8,991 177 51 Nov’18 6,914 159 43
Amounts in Rs.crs – Nov’18 data is on TTM basis & Rest is latest FY Data as on date
Presentation
Simple Flow
to Understand …
31
Visual Soft
22 x After 6 Years 95%
BEL
Presentation
Meteors FlowLast
Don’t
32
Wipro Ltd.
Feb’2000
PAT: Rs.3 bn M.Cap : Rs.2246 bn
100x in 24
Months
Mar’2018
PAT: Rs.74 bn M.Cap : Rs.1425 bn
CEMENT ENGINEERING
ATUO COMPONENT
Presentation
Errors Flow
of Omission
37
Presentation
Confucius’s MethodsFlow
to Gain Wisdom
38
A Mind and a
Parachute are useful
only if they are
OPEN
… than Learning
What wePresentation
have we may Flownot Deserve
41
Awareness Equanimity