review the company’s annual reports and financial statements. Check the management discussion and analysis section. Look at segment-wise revenue and profit breakdowns. Examine capital expenditure details in financial disclosures. Consider investor presentations and earnings calls for additional insights.
Posts in category Value Pickr
Akash Portfolio (19-06-2024)
It is cheap relative to Titan and Kalyan Jewellers at current price but not undervalued on absolute basis. Slight rerating can happen in short term. It should give decent return over long term.
Rajesh’s portfolio (19-06-2024)
PE rerating happens for all 100 percent plus growth companies , if we take PE as 60 plus… next two year earning 100 plus CAGR 2x this year 4x next year then 10x is distinct possibility… Price moves ahead of performance if market has confidence and PE rerating can take to 100 plus PE too look at high growth companies in table and many other in SMEs, key is good corporate governance and 100 percent plus if they deliver upside can be higher
Triveni Engineering & Industries – A deep value Opportunity? (19-06-2024)
Hi.
how to look for capital allocation in different businesses of a conglomerate business such as triveni engineering. kindly share specifically.
Investing Basics – Feel free to ask the most basic questions (19-06-2024)
Hi.
how to look for capital allocation in different businesses of a conglomerate business.
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (19-06-2024)
@Nimit, Your fear has come true.
Axis bank – Turnaround imminent (19-06-2024)
Axis Bank To Buy Add’l Stake Worth ₹336 Cr Stake in Max Life Insurance, To Be Completed In 2-3 Month
Acquisition Of The Stake Would Be Crucial As Post This The Restructuring Process Would Begin
Restructuring Between Max Life & Max Financial Services
Max Life Management Yo CNBC-TV18
To start restructuring process from H2FY25
Restructuring process to have Max Fin merge into Max Life
Expect 18 months to conclude restructuring process
Max Life to be directly listed on exchanges post restructuring
Max Financial: Axis Bank To Acquire Additional Stake In Co Worth 336cr Rupees
Avanti Feeds (19-06-2024)
I used to do a comparative analysis of Avanti with peers sometime back and had a very detailed sheet. I tried updating the same recently:
Here is how the things look like for the feed segment.
Avanti has been able to grow vs the peak in 2018. While every other company in the feed business has de-grown a lot. Infact if one goes deeper, one will see that others are bleeding and everyone is making losses or just breaking even…while Avanti continues to generate superb cash flows!!
This is the quality and brand power of the feed business of Avanti. They have added more capacity over last 2 years.
Just read the credit rating report of CP feeds and one will realise that they are making big losses.
Now coming to the processing division:
Similar story here. Avanti is perhaps the only one which has grown and making money. Others have de-grown and are either making losses or just breaking even.
When one talks to people in the industry then everyone says, don’t compare us to Avanti, they are way ahead and leaders in what they do!
I think in Avanti, the business quality is superb but this has become a problem for them…lol. They don’t know what to do with the free cash flows they keep generating. And this has impacted the wonderful ratios we used to see earlier.
Last 5 years have been really bad for the industry and this highlights the difference in business quality of various cos.
Ayush
Seamec Limited: formidable player in niche space; in a dull & boring sector (19-06-2024)
good information and very intresting company ,
do they have monopoly ? or who are direct competitors ?
IZMO- bet on new technologies in Auto retail & defence (19-06-2024)
Also one question I would like to ask here? (Its a bit naive, don’t mind)
Why is the tax rate % for Izmo so low?