I agree. Den Network’s Dividend distribution policy is pretty vague and general as expected. That’s the problem I guess. I am not sure when will this extra cash reflect as real gain to shareholders. But then again, this is certain that at some future point, this is bound to come to shareholders in one way or other, so why not factor it in valuation from now itself?
Posts in category Value Pickr
Basilic Fly Studio Ltd (31-05-2024)
brijyot_chawla Agree with you. From Highflier to dusted due to result error, which obviously cause concern about management integrity.
However, stock is under pessimism due to:
- Concerned Management integrity.
- Competition in VFX Field.
- AI threat ( In my understanding it is perceived, Any field always have threat related to new technology)
Future triggers:
- As guided, 30 to 50% revenue growth with similar margin.
- New aquation/partnership.
- Acceleration on order book from current 75 cr.
- Management proves integrity by demonstrating that they are clean and fair.
- If we see growth and integrity coming in few results, valuation is very supportive. TTM PE is 20. Where growth expected is 40%.
- Government support which is announced.
In Nutshell, management has to demonstrate growth and integrity.
D: Invested.
SmallCap Hunter : Trying to find the dark horses with triggers (31-05-2024)
Does anyone track Trust Fintech
Yatharth Hospital & Trauma Care Services Limited (31-05-2024)
Read everything about the company and growth rates, margins, everything was top notch. Then opened Credit rating report and found this… Is it a red flag??
Disc. Not invested
See the bright Sun: Aditya Vision (31-05-2024)
Emkay revises target upwards to 5150. Growth intact.
Systematix revises target downwards to 4900
Nuvama’s target is 4000 based on Dec 2023 report.
Looks like best play on white goods growth in hinterland as best white goods companies are not listed. Easy to understand business mode. Long runway of atleast a decade. Valuations are ok based on growth anticipated and execution so far.
Gabriel India Ltd. – Shock free ride? (31-05-2024)
Sunroofs segment is coming along nicely as per Q4 call. 58 cr revenue in Q4 ramping up to 400-500 cr revenue in 2026.
Nifty PE crosses 24|A statistically informed entry-exit model! (31-05-2024)
How often is the EPS component updated in the NIfty P/E, P/B and Dividend Yield Data available on NSE? Is there any methodology document for their calculation of the P/E ratio that is available?
Samhi Hotels – Turnaround with Tailwinds (31-05-2024)
What I am able to understand is that the “finance cost” of Rs. 345 cr. is the amount paid on the maturity of NCDs [refer note 10 of consolidated statement] as it is of non-core nature, therefore reflected as inflow to cash flow from operating activities.
The outflow of Rs. 672 cr. as “finance cost paid” in the cash flow from financing activities, which included the above finance cost and interest paid on borrowings.
It is speculative as not much details are available.
How to register with SEBI as a Research Analyst? (31-05-2024)
Based on my experience as a RA, i can concur that being an RA is a full-time job (if you are a individual RA).
How to register with SEBI as a Research Analyst? (31-05-2024)
I just checked, I had appeared for the exam on 6th October and received the email from them with the certificate on 9th. So you should also get it after 3-4 days.