Mostly all the companies that are mentioned here have a really high PE. I am new to microcap investing, so wondering how should one look at PE ratios in microcaps?
Posts in category Value Pickr
Cineline India – Picture abhi baaki hai (01-04-2024)
Management has confirmed that sale is in advanced stages, it is likely to be done within next 2 quarters.
Also they are getting slightly less than 300cr as mentioned earlier by management
Sona Comstar BLW – Direct EV Play (01-04-2024)
Business prospects look very good and seems to be a professionally well managed company. However, valuations are not giving much comfort to buy at current market prices. For long term investment, it shouldn’t matter much though
Great articles to read on the web (01-04-2024)
Interesting collection of videos
BMW Industries Ltd (Steel Service center) (01-04-2024)
Here’s the link to Transcript/audio of Q3 concall.
BMW Industries Q3 FY24 Earnings Call | BMW Industries FY24 Q3 Concall
Transcript pdf:
1f72acda-c0cb-43c6-b80a-cbbe7e546e5f.pdf (932.2 KB)
Linde India Ltd. – A Case Study by a Newbie! (01-04-2024)
Good assessment on MNC …but it is difficult to track all these.!
I am very happy with Desi.compsnies and especially PSU’s…
If one keeps getting two three times a year hefty dividends along with 2X-3X Capital appreciation within 2 -3 years … why to take a risk with unpredictable MNC’s ?
Dicl : I am heavily invested in PSU’s in emerging business , capex , atma nirbhar Bharat theme. i may be biased.
please do your own assessment before investing
Physical copies of Annual Reports (01-04-2024)
@Kinshuk_Sharma Have you got your annual report? If yes how much time it took?
Few days back i also requested from 3-4 companies but there is no response
Linde India Ltd. – A Case Study by a Newbie! (01-04-2024)
More like in case of MNC’s you can take a stake but be absolutely aware of the unlisted firms.
Do not ever go by newspaper headlines. You will have to check company disclosure to stock exchanges. Check royalty rates and RpT transactions.
Bosch is actually well placed. Same with Linde India but for right reasons