What is the moat here?
Posts in category Value Pickr
Paul Merchants deep value (14-03-2024)
Paul Merchants Ltd is in money exchange and remittances business.
Some key points which stand out:
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Belongs to the industry, where market is humongous, there ia a lot of competition in the space, and the NBFC space has some tall names, with whom competing wont be easy.
And company has very less equity and market cap, so the potential is phenomenal. -
Company is a steadily growing.
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Decent Ratios ROE and ROCe in excess of 12%.
4 striking valuations total market cap is half of the reserves they have currently.
Market cap of 250 cr vs reserves of 520 cr approx.
Trading at FPE multiple of less than 4.
Disclosure: Invested.
StageInvesting +Elliot Waves (14-03-2024)
Pls share your views on AsterDM(For profit booking in April)as well as Precisioncamshaft(for buying perspectivebas it is retesting breakout level).
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (14-03-2024)
Back in FY21-22, company was growing in excess of 80% YOY topline, thus market was rewarding it with a Pe of 80-100.
Problem with growth stocks is when growth rate slows , their Pe de-rating starts happening.
Even though company is growing for last 3 years the rate at which it grows has significantly tapered.
Thus price and time correction has happened.
For earnings to catch up with the price of the stk.
Same thing has happened with Dmart and bajaj fin over the last few years.
Bharat bijlee Ltd (14-03-2024)
I could not find the Kone elevators name in the client list of Bharat Bijleed Ltd as published by the company in their web site.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (14-03-2024)
What is right issue record and ex date, sir.
Cigniti Technologies – Global Leader in Software Testing (14-03-2024)
Which are direct competitors to Cigniti technology in India?
Sirca Paints India Limited (14-03-2024)
90%-95% of Sirca’s revenues come from Wood Coatings, Thinners, Glass Coatings etc.
< 5% comes from ‘Decorative Paints’.
So its name, SIRCA ‘Paints’ can be misleading for now.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-03-2024)
@aadhar.aggarwal
Is present value justified, for power sector allied company. Books tell otherwise, request your opinion, in Bull market should n’t we tread more cautiously? Maximum p/e 20, that’s what I can assume, your take please.