Re: [gmite7-group7] Re: [FinAcc CG/TI Analysis]Version 1.1 of the analysis sheets

[Gurpreet Singh]

Version 1.1 attached

I may be lil late in today's meeting(15-30 mins). 

Deepak, can you start the meet, and install join.me, and share the screen with all of us. We need to freeze everything today.

My points:

1. I still don't understand some of the stuff in ppt in ratios segment. Will try to learn more today.

2. PPT has become quite big. We can keep it, and while presenting should skip things quickly.

3. Need some points to make in the B/S and P/L sheets. Just 1-2 points, and move forward.

4. May have to remove supplier pt of view, and keep one point in creditor, to keep last slide short n sweet.

Regards

Gurpreet

On Tue, Jan 29, 2013 at 10:10 AM, Gurpreet Singh <sing...@gmail.com> wrote:

All

Some points I noted:

1.

CG has invested in current assets [what assets/fixed/current?]

Need more explanation/research:

CG is have cash surplus, and may be going to invest in assets[need to check annual report again]

vis a vis 

TI, using debt to fund OPEX

2. 

Add Days Payables Outstanding in the ppt -> Liquidity Ratio

TI is able to get their money in 45 days, but pay back in 90 days?

Good or bad?

- Payment policies (not clear)

Inference:

TI may be using this borrowed mobey for their day to day OPEX

Any other?

3. 

Inventory holdings of TI is high w.r.t CG.

Can we realte it to payables(high for TI)

4.

TI’s sundry debtors turnover ratio is better, which could be due to more transactional nature of end users/consumers. CG’s customers are large corporates/Govt bodies for infrastructure

Related to collection period. TI has better collection period.

5. 

Days inventory holding is high for TI because CG stocks against pre orders as compared with consumer driven TI.

Can be moved to slide 2, where TO are discussed.

Next steps:

1. I'll send ver2 of ppt with minor changes by EOD today.

2. All need to go through ver 1, and ask questions on inferences, note questions, find answers.

3. Need to finalize 3 presenters for Friday.

Next call is on Wednesday 7 PM - 8 PM on Skype. As we will have limited time, we should have all our questions ready before the call. If possible, pls send the questions to this group, so that they get answered before hand itself. Any comments/suggestions on ppt are welcome.

Hopefully, we freeze everything on Wednesday, and it doesn't go to Thursday. 

Regards

Gurpreet

On Mon, Jan 28, 2013 at 10:21 PM, Subrat Sahu <sahu_...@yahoo.com> wrote:

Sorry folks, I couldn't join the skype call today...will catch up with you offline.

Regards,

Subrat

From: Gurpreet Singh <sing...@gmail.com>
To: Deepak Shivamurthy <deepak.sh...@gmail.com>; "Scaria, Robin" <robin....@capgemini.com>; "padmesh....@intel.com" <padmesh....@intel.com>; Rahul Ravikanth <rahul.r...@gmail.com>; "sagi...@yahoo.com" <sagi...@yahoo.com>; "krishnamma...@wipro.com" <krishnamma...@wipro.com>; "manu...@hotmail.com" <manu...@hotmail.com>; "sahu_...@yahoo.com" <sahu_...@yahoo.com>; Archana Mohan <am3...@gmail.com>; gmite7...@googlegroups.com
Sent: Monday, January 28, 2013 7:04 PM
Subject: [gmite7-group7] Re: [FinAcc CG/TI Analysis]Version 1 of the analysis sheets

Guys, we are on skype, and going to start the call soon.

Pls come online

On Mon, Jan 28, 2013 at 5:06 PM, Deepak Shivamurthy <deepak.sh...@gmail.com> wrote:

Hi all,

I have added all the skype ids, for a skype call tonight.

Archana, Krishnamma, i dont think i have your skype ids. Could you please (re)send?

Regards,

Deepak

On Sun, Jan 27, 2013 at 11:52 PM, Gurpreet Singh <sing...@gmail.com> wrote:

Team

PFA the 3 docs:

1. FinAccounting_CromptonGreaves_TII_Analysis_v1.0.xlsx  -> Is the main template used to power up the ppt analysis.

2. FinAccounting_CromptonGreaves_TII_Analysis_v1.0.pptx -> WIP ppt version 1.0, which we will use for presentation.

3. Rahul_CG_TI_For_Analysis_&_Questions_Only.xls -> This xls is similar to the FinAccounting_CromptonGreaves_TII_Analysis_v1.0, but has go some more questions, which we should all look into.

PPT : I have merged, my, Robins and Deepak's separate slides.

Next steps:

1. I'll try to complete the ppt with pending B/S, P/L and CF tables for CG and TI. -> 1/28

2. All need to review the xls(which is mostly fine) and ppt [may need some changes, as I didn't think much while merging things.]

3. We all should keep our questions ready before the next call.

4. Google around, and search more. [Some one was planning to send financial analysis of CG vs ABB, need to check that too.]

5. As we decided, there will be three presenters, so need to finalize those. But entire team will be available to answer any doubts to ma'am or other students.

Next sync up:

Monday, Wednesday and Thursday at 7PM IST via skype.

We will use join.me to share screens. 

See you tomorrow.

Regards

Gurpreet

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[Deepak Shivamurthy]

I will not to be attending this evening as I have something to take care of that has come up. Surely will join as soon as I am back.

Can someone else anchor this?

Regards,

Deepak

[Archana Mohan]

Hi all, I seem to have given a wrong Skype I'd it is Archana.mohan34

On Wednesday, 30 January 2013, Archana Mohan wrote:

How do I join in ?

On Jan 30, 2013 12:38 PM, "Gurpreet Singh" <sing...@gmail.com> wrote:

7-8 PM

On Wed, Jan 30, 2013 at 12:20 PM, Archana Mohan <am3...@gmail.com> wrote:

What time is the meeting  on skype?

--

 

 

 

Regards,

Archana

+919663405836

[Gurpreet Singh]

I'm stuck in other call... at present... going on long... :(

hope others are talking, and will sync up offline with one of you later.

Pls do post some mom....

[Gurpreet Singh]

What about a quick skype call today @ 12PM?

On Thu, Jan 31, 2013 at 12:00 AM, Mishra, Padmesh K <padmesh....@intel.com> wrote:

Hi ,

 

We reviewed Foil 15 and 16  and these foils have been updated

 

 

Thanks,

Padmesh

[Gurpreet Singh]

Wat abt others. Robin is travelling to blr at 4:30.. Will 1pm work..?. We need to close down today. Lets talk for 15 mins or so... For me both times will work...

On Jan 31, 2013 8:14 AM, "Satya Peesapati" <sagi...@yahoo.com> wrote:

I cannot make it. I shall join the 7PM call

[Deepak Shivamurthy]

Same here - I will be able to get to 7PM call only and stretch long enough, if need be!

Regards,

Deepak

On Thu, Jan 31, 2013 at 11:14 AM, Mishra, Padmesh K <padmesh....@intel.com> wrote:

Hi,

 

I might not be able to join during office hrs ..I can join in evening 7 PM. I have re-scheduled my evening commitments and will be able to stay for long hrs in evening,  if there is a demand.

 

Regards,

[Gurpreet Singh]

Ok, lets have a call at 7, and robin can join around 8, once he reaches the hostel.

Somethings that are still open ended. Lets close over email asap.

1. Who will present?

My view:

Divide ppt to 3 parts:

1. Introduction and review objective (2-3 mins)  -> Presenter 1

2. Summary of P/L, some points, review liquidity and TO ratios (3-4 mins) -> Presenter 2

3. Leverage and profitability ratios and final analysis (5-7 mins) -> Presenter 3

4. QA -> All of us

Due to need of time, I'm taking a tough step and proposing some names, and we need to finalize in next 2 hours or so. 

Presenter 1: Gurpreet/ Archana -> Will take just going thru the slides and some reasoning on why we chose what we chose.

Presenter 2: Satya/Manohar/Padmesh/Krishnamma -> Heat will start a lil bit, as we talk about P/L, ratios, and some inferences... -> This should read annual report by heart.

Presenter 3: Robin/Subrat/Rahul -> These are key ppl, expect a lot of interruptions here from others. 

Q/A: All of us 

As the group will remain throughout the year, we can do round robin if some one didn't get a chance this time.

Pls be aggressive on closing this out, so that respective ppl can prepare, and we will have a dummy round tonite over skype.

2. Finalized ppt:

Pls send your suggestions/comments/doubts/etc if any, and lets have a final version before the call.

Regards

Gurpreet

[Gurpreet Singh]

Forgot to add Deepak...

On Thu, Jan 31, 2013 at 11:53 AM, Gurpreet Singh <sing...@gmail.com> wrote:

Ok, lets have a call at 7, and robin can join around 8, once he reaches the hostel.

Somethings that are still open ended. Lets close over email asap.

1. Who will present?

My view:

Divide ppt to 3 parts:

1. Introduction and review objective (2-3 mins)  -> Presenter 1

2. Summary of P/L, some points, review liquidity and TO ratios (3-4 mins) -> Presenter 2

3. Leverage and profitability ratios and final analysis (5-7 mins) -> Presenter 3

4. QA -> All of us

Due to need of time, I'm taking a tough step and proposing some names, and we need to finalize in next 2 hours or so. 

Presenter 1: Gurpreet/ Archana -> Will take just going thru the slides and some reasoning on why we chose what we chose.

Presenter 2: Satya/Manohar/Padmesh/Krishnamma -> Heat will start a lil bit, as we talk about P/L, ratios, and some inferences... -> This should read annual report by heart.

Presenter 3: Deepak/Robin/Subrat/Rahul -> These are key ppl, expect a lot of interruptions here from others. 

[Archana Mohan]

I can join from 12 to 12:30. Can't do in the eve.

[Gurpreet Singh]

Oops...

Ok, looks like timings are not matching up for all... lets looks for max attendance.

Archana, you can put in your points over the email. 

Lets have a call from 8-9 PM today.... Myself, Robin, Deepak, Manohar, Padmesh, Satya are confirmed... Others pls join in...

1. I'll share an updated ppt and xls before the call. Just highlighting in few points, so that we don't get lost in numbers tommo.

2. Go thru the ppt once, and see if you have questions on any part. Pls note them down. If any dots are not linking, pls mark them out.  I had 2 issues and got them clarified by talking to Deepak and Robin.

3. Pls brainstorm individually for the script, what will you cover and send over in emails. 

We won't have time to prepare script during the call, as that will be mostly rehearsal of tomorrows presentation, So pls put in the points you want to cover in 3 phases below.

Presenter 1: Gurpreet/ Archana -> Will take just going thru the slides and some reasoning on why we chose what we chose.

Your points?

Presenter 2: Satya/Manohar/Padmesh/Krishnamma -> Heat will start a lil bit, as we talk about P/L, ratios, and some inferences... -> This should read annual report by heart.

Your points?

Presenter 3: Deepak/Robin/Subrat/Rahul -> These are key ppl, expect a lot of interruptions here from others. 

Your points?

Regards

Gurpreet

[krishnamma...@wipro.com]

I am okay for 8-9pm .

 

Regards

Krishnamma

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[Archana Mohan]

 I think we have less than 15 mins including Q&A as 9 groups will take up 2:30 hrs and our session is only for  2:30 including break, i'm sure ma'am will want to take some time. we should aim to warp up in 10 min, focussing a major part of it on the comparative analysis.

 

Will we have the time for each one of us to present? I'm OK if 3 or max 4 of you present and we all pitch in for Q&A.

 

Just a suggestion let me know.

 

PS: I'm ok with the call from 7 to 8, have another call at 8pm. So it'll be great if we can start on time.

 

Regards,

Archana 

--

 

 

 

Regards,

Archana

+919663405836

[Gurpreet Singh]

Guys

Latest version here...

Robin/Deepak: Last slide is on you.

Lets rock tomorrow.

Regards

Gurpreet