Can anyone tell me that does the SMEs tell something about their quarterly performance or does they give any updates of YOY or MOM growth ?? Or we have to wait for H1 results only ??
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (16-07-2024)
You may wish to find same answer in valuepickr search, you will find it, but in english. Replied it earlier.
For others also please you may follow the procedure.
Hitesh portfolio (16-07-2024)
You are right in the assumption that market cap versus opportunity size is a very important factor in unravelling multibaggers. But it is only one of the important parameters to look at and consider. There are a host of other factors, most important among them being growth in sales and profits.
I tried decoding the multibagger mystery in the following video. https://youtu.be/-3BpExbdZ8A?si=0Ty-o_Reo9-yUiA9
Personally I think there is no fixed market cap limit to look at. If opportunity size is big enough, market cap will not matter much.
Coming to sectors that offer good chances for uncovering multibaggers, at the current elevated market levels, it makes sense to behave in a contra manner and try to look at sectors that have been in a corrective mode since long and are showing some signs of green shoots on fundamentals and or charts. Some of the stocks in cyclical sectors like chemicals, textiles, cement etc might be worth looking at.
IRM Energy – A new kid on the (listed CGD) block (16-07-2024)
Could Trump becoming POTUS and bringing Ukraine war to a closure be a positive trigger for IRM. Long shot?
Companies with 20%+ growth guidance for next few years (16-07-2024)
Marksans Pharma promoters are confidently saying a revenue of 3000 cr in 2 years, which is 50% growth. But they are conservative in their claims and has over delivered. And Teva itself can deliver 1000 cr revenue in 2 years and Capex is still in progress. And they are claiming that it is already break even.
So these are projections as the case of all other companies in the list.
Parameters to check before buying a stock (16-07-2024)
Sir which sources used for management analysis. Bec in some anual reports not given more details. Google and linkindin and Wikipedia pe bhi information ni milata hai. To kaun sa sources used kre?
Investing Basics – Feel free to ask the most basic questions (16-07-2024)
Sir, management analysis ke liya kaun kaun se source use kre.
Kuki kisi kisi company ke MD ke bare may bahut less details diya hota hai.
Google pe linkindin pe bhi available hai. To kaun sa source use kre.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (16-07-2024)
What a shitty update seems all mometum lost … aum increase of 200 cr qoq … now it seems why mkt are always correct… this deserve max 2 bv… what happened to credit gap storification… either foreclosure have increased massively or new branches have failed to increase loan book … only fear is that they might degrow 
How to find SIP returns for a stock over 3 months / 6 months / 9 months etc? (16-07-2024)
Any help on this is greatly appreciated, thanks in advance.
MAS Financial Services – High RoEs, Decent Growth (15-07-2024)
Recently i stumbled on this stock as one large investor added it in his PMS in Q3 FY24
Some positives
- P/B of 2.7 vis a vis median P/B of 3.5 & peak of 6
- No. of shareholders stagnating. Shareholding change hands in Q3 as public shareholding reduced by 6%, further promoter FII/DII increasing stake for last 2 quarters from 10% in Q3 FY24 to 24% in Q1 FY25
- ROE of 15, TTM sales growth rate of 27%, 20%+ profit growth for last 3 yrs,
- Decent Loan book growth of 24%…a tad lower but not as agressive as 35% seen by leaders
- Leverage of 4.3x while leaders are at 6-7x. so scope to borrow more to fund the growth
- Low Mcap of 5300k Cr
- 28% capex in FA
8.stock has not moved much in last 2-3 quarters
Disclaimer- Invested via Advisor & added more after analysing these number