Net Sales shows 117cr for the quarter. But segment sales add upto 150cr. Why is that?
Posts in category Value Pickr
S.H. Kelkar Ltd (03-05-2024)
**privi specality results were announced
Why is the employee cost of Shk is more than double of Privi for the same amount of turnover and as per annual report employee are around 840 for both the companies.
can some seniors tracking throw some light please
Regards
Valuepickr Kozhikode (Calicut) (03-05-2024)
Dear All,
There are many ValuePickr members are meeting together in many cities for learning purpose. I was wondering if there are enough interested forum members in and around Kozhikode (Calicut). I am from Wayanad and would be willing link up and coordinate. If yes, I would like to connect with like minded people. Please send a Direct Message to me with below details
Name:
Mobile number:
Location :
(Note: Do not put your mobile number in the thread here!)
If there are few, we can from a whatsapp group and then can formalize the group and regular meeting to exchange ideas and notes.
I am based in Wayanad for the last one month
Please add a message without contact number in this group as well for network effect.
AA – Abhishek’s Attic (place to store stuff to clear my head)! (03-05-2024)
Corrected. Actually there are a number of players doing this and I put the bigger ones. Somehow I missed Idea forge from this list. Thanks for pointing it out.
Valuepickr Patna (03-05-2024)
Since many of the forum users are not resident in Patna or nearby areas we did not do any initiatives. Recently I left Patna and back to Kerala. So, If there is anyone like to take this forward, please let me know. Else, this thread will be deleted in few days.
5paisa – Aggressively Growing Discount Broker (03-05-2024)
I went through their latest earning call.
There is change in CEO, he mentioned previously the company was not focus in acquiring customer
The company’s main moat is to provide cutting edge trading platform for serious traders. They don’t just don’t want to acquired any customer who will just join and do nothing they are very serious on ARPU.
There will be high employee cost impact for next 4 qtr due to ESOP of new management
I am not convinced whether they will be able to pull through growth with such narrow focus specially when they miserably fail in customer support when they are aspiring for best in class traders.
In my openion stock not going any where to soon, need to keep eye on their customers growth for atleast 2-3 qtr.
Disclaimer: recently sold my holding.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Further, there is NIL holding by Mutual Funds and FIIs, that further reduces confidence.
Disc: plan to sell all my holdings.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Not comfortable with growing debt and higher interest. Most of operating profits is being lost in increased interest payment. Net profit margin in the range of about 2 % is quite less.
Not comfortable holding it, even if top line and OPM is increasing, since most of additional benefit is lost in interest payment.
Gurugram Valuepickr (03-05-2024)
This is cool. Thanks for the efforts.
Would request everyone (from Gurugram) to join this group.
Introductions can wait for few days (let’s say till Monday), so that more and more people can know each-other ( because if we start giving our intros now , then late joiners won’t be able to see).
Gurugram Valuepickr (03-05-2024)
(post deleted by author)