Why is stock trading at a low p/e compared to peers. Most hotel stocks are trading at upwards of 50 PE. What is the market discounting here.
Posts in category Value Pickr
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
Congratulations. Good initiative.
Look forward to checking it out in detail.
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
But WACC (cost of capital) is taken as 8.85% in sep-2023 valuation. Does WACC changes with respect to REPO rate ?
If WACC is 7.5% anytime in the next 3 years (high probable event), the share price can stay at Rs100 even if DPU reduces by 20% to Rs10 p.a. This must be considered while investing in PGInvIT.
I too think that asset monetization should be considered as a bonus and not something that can be taken for granted.
Lincoln Pharma … the next mid-cap pharma in the making …? (09-06-2024)
It’s good to see they are also trying to become a branded generic in the overseas market.
Stock: Prime Focus (PFOCUS) (09-06-2024)
Dear fellow investors,
I wanted to bring to your attention a concerning development regarding Prime Focus, a company we have been tracking. As you may recall, the company was supposed to raise funds through a rights issue a couple of months ago, but it appears that the process has been delayed or has not materialized as expected.
I would appreciate if anyone in the community has any updates or information regarding the status of this rights issue. Has the company provided any official communication or explanation for the delay? Are there any rumors or speculations circulating about the reasons behind this postponement?
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
hi
what is the significance of first bought (01/24) column.
regards
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
seems great
thanks a lot
Sula vineyards – pioneers in indian wines (09-06-2024)
Verlinvest was a Private Equity which needs exit and IPO is exactly done for that. Moreover Sula is selling an aspiration, dream and experience and this will always command a premium.
Apart from Verlinvest, as in the image others have only increased while the share price was falling.
It depends on how you look at it, a alcoholic beveraage or a hospitality company. Moreover their business is all about strong value chain and distribution.
IMO, it may not give returns in the near term and consolidate longer but it has margin of safety much like Sona BLW.
Good luck and Happy Investing
Sula vineyards – pioneers in indian wines (09-06-2024)
I am ultimately saying a similar thing as Institutions may not absorb the promoter selling beyond a point and retail are obviously following the herd mentality if the company is hyped in the media. Verlinvest has already sold out. DIIs are putting in money fueled by burgeoning monthly SIPs which makes them put in money where they can and hence I am not reading much into DIIs increased holding. If and when, the monthly SIPs decline, it will be an interesting scenario for me to see how DIIs cut stake in the narrative driven stocks.
Hitesh portfolio (09-06-2024)
Alike Neuland Labs, Justdial ltd. also doesn’t look like to be in a Long Term Bull run mode. I guess this too has finished its monthly 5th wave and will now correct given the divergence. The key is whether the price and MACD both break-out of the All time high zone. then that will become a good entry point into the stock.
Disclaimer – This is just a study, I could be wrong, I am just expressing my technical views for long term timeframe with monthly candle stick pattern.
Sorry @hitesh2710 bhai if I have crossed my limits!
