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
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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