Go through the concalls , you will get all the details.
Posts in category Value Pickr
StageInvesting +Elliot Waves (16-07-2024)
Great fan of your work! Can you please share some insight on RIIL based on current patterns
Yasho Industries (16-07-2024)
@Ashar_Mann Hi just checking if you can share the link to the solidarity investment report in case it is publicly available.
SG Mart- Can it successfully create a marketplace? (16-07-2024)
They have huge cash which is earning them “other income”…so by 2027 that other income may not be there…pls note that operating and net margins cannot be the same…IF at all they have no interest expense and depreciation as well as no other income, they still need to pay tax…so PAT margin will not be equal to Operating Margin.
SG Mart- Can it successfully create a marketplace? (16-07-2024)
75% holdings in strong hands ie 11.2 cr ka 75%=8.4cr.
Public float =11.2cr-8.4cr=2.8cr.
My query is when there is decent public float available then why this stock trade in circuit to circuit?
Pragnesh’s portfolio (16-07-2024)
Hi Pragnesh, could you please share your analysis about Kaka industrires ?
Gravita India success story (16-07-2024)
Looks like this was 2 block deals for FII investment. Gravita India Ltd. Bulk and Block deals on NSE and BSE
But going back, promoter did a similar stake sale in Q1 2023 and in the concall it was said the promoter would not dilute stake anymore, except for a sizable M&A opportunity.
SG Mart- Can it successfully create a marketplace? (16-07-2024)
Ratios of this company is better than Shankara buildpro.(Debtor days, receivables etc)
SG Mart- Can it successfully create a marketplace? (16-07-2024)
2027 guidance- 180bn= 18,000 cr sales ,
so PAT 2% will be 360cr,
so EPS – 360/11.2=32.14 ,
so forward FY27 P/E will be – 400/32.14=12.4
HDFC Asset Management Company (16-07-2024)
“Bank-backed AMCs have seen an incredible recovery in their equity market shares. This is when there has been a large increase in new MFs and PMSes. Big getting bigger?” – Harsh