Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Multigenerational Investing Idea #4 and possibly #5

with 2 comments

In continuation of investing in stocks for a lifetime (multi-generational investing), I have done sufficient research to bejewel Glaxo Smithkline Bangladesh with multi-generational proposition.

Previous Ideas that I am most confident about are Steamships Trading Company and Unilever Nepal. Gillette Pakistan is great but investing is hard for non-institutions. GSK Bangladesh isn’t fourth in ranking, just numerical sequence in the series of posts. Again, any citizen the world over can invest in this opportunity. It does not appear cheap on the face of it in PE terms but super cheap in Markep Cap / Sales,  global average parameters and potential to expand.

http://multibaggersindia.blogspot.com/2013/06/multi-generational-investing-idea-1-and.html

 http://multibaggersindia.blogspot.com/2013/09/multi-generational-investing-idea-3.html

Recently read about a person living out of trailer, unbeknownst to anyone had been acquiring Coca Cola shares for 10-15 years in 1980s. If you can go back to a country that looks like 1970s, you run a similar risk of getting rich.

Just when I thought I had found the best stocks ever and ready to invest in them for next 10-15 years, yet another opportunity falls into the lap with effortless ease. This might well again be the best opportunity to invest and surpass any other idea. Corporate Governance is unquestionable. Annual Report is a delight to read. A subsidiary of Heineken and franchisee of Coca Cola in Rwanda could well qualify for a multi-generational  investing idea. Available at 22 times annual earnings, not super cheap but not expensive either.  Feast your eyes on the Bralirwa’s Annual Report
http://www.bralirwa.com/cms/index.php/investors/downloads/file/22-bralirwa-annual-report-2012-low-resolution

When was the last time you read, “Company has introduced a brand recently, which is now #3 position in the country, just after the first two brands also owned by us”.

Recent Press Release from Bralirwa:

Underpinning this performance has been Bralirwa Ltd’s portfolio of brands.
1. Turbo King has been established in a short time as Rwanda’s number three beer brand behind our Mutzig and Primus

2. In the International Premium, segment our Heineken volumes doubled.
3. In soft drinks the appeal of our Coca Cola brands continues to drive sales growth.

Anyone should be able to invest in Rwanda through Stanbic Kenya.

PS: Invested in GSK Bangladesh, not yet in Bralirwa Ltd.

Written by amitdipsite

December 17, 2013 at 7:53 am

Posted in Uncategorized

2 Responses

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  1. A number of people have asked me how to invest in Bangladesh you can invest through:

    http://www.bracepl.com/

    or

    http://www.lbsbd.com/

    There is no restriction on any nationality.

    Amit Arora

    December 18, 2013 at 5:25 am

  2. Thanks a lot Amit for the info

    Ferrari

    December 22, 2013 at 1:11 pm


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