In hindsight…Opportunities we had a decade back…


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
Hero Motocorp 792.15 12.62 3242.30 12.62 40,930.38
Maruti Suzuki 640.10 15.62 9152.10 15.62 142,979.22
Eicher Motors 262.15 38.15 28476.15 38.15 1,086,254.05
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 Finserv 510.05 19.61 7097.35 19.61 139,150.08
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
HUL 241.50 41.41 1784.75 41.41 73,902.69
Page 443.40 22.55 34011.35 22.55 767,057.96
Pidilite Ind 70.67 141.50 1123.70 283.01 318,013.30 1:1 bonus in 2010
MRF 3566.4 2.80 73747.75 2.80 206,784.85
Bosch 3750.00 2.67 18847.95 2.67 50,261.20
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
Shree Cement 601.45 16.63 17758.4 16.63 295,259.79
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

Note:
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

Advertisements

Leave a comment

Filed under Investing

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.