Due to increase in average shareholders’ equity and Low Growth Rate
Posts in category Value Pickr
Avenue Supermart: a compounding machine? (20-03-2024)
Current value of Land holdings as well as building is not relevant to the valuation of a company, neither useful to retail invetsor @ChaitanyaC .
I will give a glaring example of LIC. They show land value of 200 crore and building value of 3400 crore in balance sheet. But you know just a one building of Yogakshema at Nariman point near Mantralaya may cross 25,000 crore. Recently Air India building was sold , I think to Tatas which was valued at 14,000 crore and which is from same area and very small compared to LIC building. And this is just one building. Such thousands of buildings and land , LIC has all over India at very prominenet places in the heart of all Metros and Cities. But LIC may be mentioning then at Rs. 1 and such humongous value is locked, not useful to retail as well as in the running of businesses. And LIC owns most of its offices, and not rented like other insurance companies.
Apollo Hospital : The one stop healthcare service (20-03-2024)
The return ratios of Max Healthcare are better than Apollo hospital…How you value the current valuations of Max healthcare? And also going ahead, which business model is on superior growth trajectory???
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (20-03-2024)
if u asking from the list, i’ve one.
1.JSWEnergy
i also’ve following which i think play part in renewable.
1.oil india
2.servotech power~lower level.
3.timetechno( hy storage, may be very few, i just know this one)
but then we must also look around for the new flavour of the market…not sure if renewable will continue to be in favour. ofcourse specific names with bright future shall remain in favour.
Hero Motor – Leader in two wheeler (20-03-2024)
Do not see any thread on TVS. TVS motors can be a big beneficiary of EV adoption as it’s iQube looks so good and is selling like hot cakes. Also, Jupiter and Ntorq are doing exceptionally well…
There distribution in Bangalore (where I live) is very rich. Distribution depth + great product will help TVS gain market share in premium segment.
Paushak Ltd. – Alembic’s agrochemical business (20-03-2024)
I think the reference is to the PE going above 100 in Oct 2021 and April 2022,
Paushak Ltd. – Alembic’s agrochemical business (20-03-2024)
What do you mean by “100 times pe is never justified.”? Paushak PE as I see it is 28 only in screener.
Paushak Ltd. – Alembic’s agrochemical business (20-03-2024)
What do you mean by “100 times pe is never justified.”? Paushak PE as I see it is 28 only in screener.