I was recently reading about the Financial crisis of 2008.
So just thought of going back by 10 years to see how some of the great brands/businesses were trading at what levels.
Hence, decided to pick some random names which were usually touted to be the best companies to invest and sit on for a long time.
These companies were picked mostly from consumption and finance sectors, because, in my opinion, these are the two major themes that are participating in the current bull run.
I did not pick up super duper multi baggers of housing finance and commodities etc., because I don’t know how many of us would have thought of them to become a potential multi bagger today.
Hence, wanted to stick to very well known names at that point in time – ie. 10 years back.
The analysis is given below. Businesses were available at deep valuations. Not sure how many of us would have invested in these companies then.
Even if we could have just gone by the brand names and invested in them, it would have turned out to be great.
|Scrip||Closing Price on 18 Aug 2008||# of shares on 18 Aug 2008||Closing Price on 17 Aug 2018||# of shares on 18 Aug 2008||Present value of holdings||Remarks|
|Bajaj Auto||275.70||36.27||2661.35||72.54||193,061.30||1:1 bonus in 2010|
|HDFC Bank||240.71||41.54||2077.35||207.72||431,504.72||FV from 10 to 2 in 2011|
|Kotak Mahindra||149.56||66.86||1263.25||267.45||337,857.72||FV from 10 to 5 in 2010
1:1 bonus in 2015
|HDFC||472.74||21.15||1885.65||42.31||79,775.35||FV from 10 to 5 in 2010|
|Bajaj Finance||14.07||710.73||2851.20||7107.32||20,264,392.32||1:1 bonus in 2016
FV from 10 to 2 in 2016
|Britannia||278.00||35.97||6629.90||359.71||2,384,856.12||FV from 10 to 2 in 2010
1:1 bonus in 2018
|Asian Paints||125.11||79.93||1400.65||799.30||1,119,534.81||FV from 10 to 1 in 2013|
|Pidilite Ind||70.67||141.50||1123.70||283.01||318,013.30||1:1 bonus in 2010|
|ITC||62.14||160.93||313.75||965.56||302,944.96||1:1 bonus in 2010
1:2 bonus in 2016
|TCS||207.16||48.27||2012.75||193.09||388,636.80||1:1 bonus in 2009,18|
|Infosys||426.09||23.47||1430.38||375.51||537,118.45||1:1 bonus in 2006,14,15,18|
|Sun Pharma||146.52||68.25||623.5||682.50||425,539.18||1:1 bonus in 2013
FV from 5 to 1 in 2010
Stock prices from NSE
Data from moneycontrol.com and in.investing.com
Dividends not considered
Assuming rights shares were not exercised
Assuming Rs.10000 invested at closing prices on 18/Aug/2008