Is there any other bank or NBFC with ROA of more than 3.0%, trading at such low valuation as Northern Arc ?
Posts in category Value Pickr
Yatharth Hospital & Trauma Care Services Limited (30-10-2024)
This seems like an additional Acquisition to the one announced yesterday in Delhi
Sheela Foam – An exciting branded play (30-10-2024)
Very disappointing result. Management committing but not delivering.
Drastically reduction in EPS.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/8eaeb75a-9aa6-49c1-97f7-b02261b72555.pdf
Anyone attended earning call? Please share your views
Yatharth Hospital & Trauma Care Services Limited (30-10-2024)
Yatharth_recent_acquistion.pdf (657.7 KB)
Microcap momentum portfolio (30-10-2024)
@Anand_Jain The only rule based system that worked for me was momentum.
Actually, I joined this forum to see how I could come up with value based investment ideas. However, I was not able to learn though there are several people providing their inputs. Ideally, if someone can come up with a rule based value investing framework, that will be wonderful.
Recently, I came across a video by Rakesh Pujara who has come up with an indicator for entry and exit (CWA2 Sigma). This is purely system based. I made a small investment based on this. Will have to see how it works out.
If people are interested, I would suggest they view his video and check out his indicator.
Avanti Feeds (30-10-2024)
“The US Department of Commerce (DOC), as part of its final determination in the anti-dumping duty investigations on frozen water shrimp from India, has imposed a higher countervailing duty (CVD) compared to Ecuador, Indonesia and Vietnam. This could hit Indian seafood exports to the US and provide an edge to the competing countries.”
Multibase India Ltd (30-10-2024)
Not sure if the Board is going to clarify. For all 3 execs who resigned, the reason given is Personal reasons. How can 3 senior execs including MD resign in a week for personal reasons? Yet if the Board wanted to clarify, they should have done so by now. I think we should write to the Company Secretary that shareholders are not satisfied with the level of disclosures and will complain to SEBI…
DLINK: Small Company with a Big Brand (30-10-2024)
Here’s the data organized into a table format for clarity:
| Quarterly Results | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Standalone Figures in Rs. Crores | View Consolidated | ||||||||||||
| Revenue | 241 | 235 | 269 | 293 | 291 | 278 | 309 | 298 | 306 | 292 | 332 | 344 | 335 |
| Net Revenue | 225 | 223 | 254 | 272 | 261 | 242 | 283 | 271 | 276 | 263 | 301 | 316 | 303 |
| Operating Profit | 16 | 11 | 15 | 21 | 30 | 35 | 26 | 27 | 30 | 28 | 31 | 28 | 33 |
| OPM % | 7% | 5% | 6% | 7% | 10% | 13% | 9% | 9% | 10% | 10% | 9% | 8% | 10% |
| Other Income | 1 | 2 | 2 | 1 | 1 | 2 | 3 | 3 | 3 | 3 | 4 | 5 | 4 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | 16 | 12 | 16 | 21 | 30 | 36 | 27 | 28 | 31 | 30 | 33 | 31 | 35 |
| Tax % | 26% | 26% | 26% | 26% | 25% | 25% | 27% | 25% | 26% | 26% | 25% | 26% | 24% |
| Net Profit | 12 | 9 | 12 | 16 | 22 | 27 | 20 | 21 | 23 | 22 | 25 | 23 | 26 |
| EPS in Rs | 3.37 | 2.48 | 3.28 | 4.40 | 6.24 | 7.56 | 5.56 | 5.84 | 6.52 | 6.28 | 6.93 | 6.57 | 7.43 |
DLINK: Small Company with a Big Brand (30-10-2024)
Dlink Q2 Numbers
Rev at 336cr vs 308cr,
Q1 at 346cr PBT at 35cr vs 31cr,
Q1 at 35cr PAT at 27cr vs 24cr
OCF at 5cr vs 42cr