@vikas_sinha , After you said that its overvalued, its been 7-bagger. Valuations are truly very difficult to comprehend ??
Posts in category Value Pickr
Tinna rubber – recycling a rubbery growth path (15-06-2024)
Company surely has a foreseeable good future with clear direction by management. Just one apprehension about valuations…Its at PE of 65 while average last 5 years PE has been around 22. How much of the future growth is already priced in? All other metrics are coming in excellent territory, Debtor days, Inventory days, ROCE…all are good.
Tinna rubber – recycling a rubbery growth path (15-06-2024)
Company surely has a foreseeable good future with clear direction by management. Just one apprehension about valuations…Its at PE of 65 while average last 5 years PE has been around 22. How much of the future growth is already priced in? All other metrics are coming in excellent territory, Debtor days, Inventory days, ROCE…all are good.
Aarti Pharma Labs (15-06-2024)
Hi,
Given the current PE of 25 and expected growth of 10-12%.
The company valuation is not fair but slightly on higher side.
PEG ~ 2
Disclosure: Not invested.
Aarti Pharma Labs (15-06-2024)
Hi,
Given the current PE of 25 and expected growth of 10-12%.
The company valuation is not fair but slightly on higher side.
PEG ~ 2
Disclosure: Not invested.
Microcap momentum portfolio (15-06-2024)
yes sir please make a video …
Microcap momentum portfolio (15-06-2024)
yes sir please make a video …
Transformer & Rectifier India Limited (15-06-2024)
Not surprised. With the power need not just in India but abroad, the company should have a long runway of growth. They have a big order book and are amongst the few who aren’t backlogged for years (per their concall). Management also expects margins to tick upwards and they’re actively pushing in international markets now.
Disc – Invested from lower levels.
Transformer & Rectifier India Limited (15-06-2024)
Not surprised. With the power need not just in India but abroad, the company should have a long runway of growth. They have a big order book and are amongst the few who aren’t backlogged for years (per their concall). Management also expects margins to tick upwards and they’re actively pushing in international markets now.
Disc – Invested from lower levels.
Narayana Hrudayalaya Ltd (15-06-2024)
what is their plan in FY 29-30?