Posts in category Value Pickr
Prolife Industries – Emerging chemical SME company (25-04-2024)
No promoter buying here. Shares got transferred from Late Mr M.S.Jolly to his son Mr Karan Jolly.
Prolife Industries – Emerging chemical SME company (25-04-2024)
No promoter buying here. Shares got transferred from Late Mr M.S.Jolly to his son Mr Karan Jolly.
The harsh portfolio! (25-04-2024)
I think HDFC AMC AUM growth will not be in commensurate with its Operating revenue growth percentage.
For example, looked at YoY growth % of HDFC AMC w.r.t FY23 end → FY24 end,
AUM increased by 40% but Revenue increased by only 20%
Feel in case of CAMS, as it’s in services business, whatever CAGR growth mentioned (11%) will reflect in operating revenue.
So, not sure comparing HDFC AMC AUM growth % with CAMS CAGR growth % are the right metrics to compare for valuation perspective. Just presenting my opinion and welcoming others thoughts.
The harsh portfolio! (25-04-2024)
I think HDFC AMC AUM growth will not be in commensurate with its Operating revenue growth percentage.
For example, looked at YoY growth % of HDFC AMC w.r.t FY23 end → FY24 end,
AUM increased by 40% but Revenue increased by only 20%
Feel in case of CAMS, as it’s in services business, whatever CAGR growth mentioned (11%) will reflect in operating revenue.
So, not sure comparing HDFC AMC AUM growth % with CAMS CAGR growth % are the right metrics to compare for valuation perspective. Just presenting my opinion and welcoming others thoughts.
Music Broadcast Limited (Radio City) (25-04-2024)
e4e26b26-3456-4d43-af0b-daac837467c2.pdf (239.6 KB)
Music Broadcast Limited (Radio City) (25-04-2024)
e4e26b26-3456-4d43-af0b-daac837467c2.pdf (239.6 KB)
Excel Industries : Experience Certanity (25-04-2024)
It’s on the their website, the AR doesn’t mention how much % of sales is contributed by this product, would be interesting to know if any other makers as well. There is a mention of Phosphorus pentachloride in Guj Fluorochem’s concall as well.
52 week highs and all time highs strategy (25-04-2024)
Repco cmp 516. Attached chart shows a W (double bottom formation) extending from 120 on lower end to 430 on higher side. Breakout on upper side happened in August 2023 and since then stock price was in consolidation phase. Recently it broke out above 500 and has been consolidating above that. Fundamentally company does concalls and presentations and one can study the details there. disc: invested as a techno funda bet.
One of the models I often use is multi year breakouts with cheap vauations post breakouts. On conventional parameters, Repco satisfies this criteria.
(This is not a recommendation. Anyone contemplating investment in this company should do their own diligence. )
