A question similar to this was raised by me a few days back. Hope this can help you understand this.
Posts in category Value Pickr
Natco Pharma – Imminent Growth Cycle (?) (18-06-2024)
Summary of valuation of Pharma companies by I-sec report.
Natco continues to be the cheapest, with 20% PAT growth projected ( by management on concall).
Rerating may happen if revenue or PAT have upside surprise.
D: Invested
Pricol limited – OEM automotive (18-06-2024)
Minda’s older goal seemed to gain a controlling stake in the company. When it couldn’t do that, they sold the shares. Minda isn’t in the investing business, so there is no need for them to keep holding in expectations of a higher price. A good business is better off investing in itself than others.
Pricol limited – OEM automotive (18-06-2024)
noob here trying to learn
why did minda sell with possible rate cuts around the corner and 2w sales picking up and good revenue prospects for the company. i dont understand somebody please explain.
Rajesh’s portfolio (18-06-2024)
They replied in concall that they rely on subcontractors and vendors, they should have issued its earlier not when noise started but they have got better in disclosure
Indiabulls Housing – A compounder from here? (18-06-2024)
Any examples of a good ESOP plan that worked well for a company and its shareholders?
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (18-06-2024)
Could you explain which chart pattern is this
Indiabulls Housing – A compounder from here? (18-06-2024)
Typically ESOPs being issued should increase total diluted shares outstanding. It doesn’t matter wrt there being skin in the game if it is at the cost of existing investors getting diluted. Companies that approach management with an ownership mindset usually buyback shares to offset any shares issued. Either way, I would argue a 0.5% increase is not much in the longer term as long as it is a one off thing.
Over the last couple of years, diluting shareholders to reward management and employees has been marketed as a move towards ‘ownership’ but we have seen cases like Lyft where the CEO was giving himself hundreds of millions every year in stock and like Musk with Tesla holding shareholders hostage for a billion dollar payout.
They should earn 71.6 lakh from this as they issued these for 2 rupees per share for eligible employees to buy, the money is usually reflected under cash on the balance sheet for most issuances.
ZEE Entertainment – Large Cap M&E (18-06-2024)
CFO resigns
