6-8L for 2-3 years of experience? the job market is real bad
Posts in category Value Pickr
Job post: Equity Research Analyst | Bangalore based (11-03-2024)
Korman Capital Investment Advisors LLP a SEBI registered Investment advisory firm. We Advise clients on investments in direct listed equities. We are looking to hire an analyst based in Bangalore. We are looking to hire an allrounder who can work in a startup environment, the role involves 60-70% equity research and 30-40% operations work as well.
Company URL: https://kormancapital.com/
Experience: 1-3 years
Location: HSR, Bangalore (Bangalore based candidates only apply. We do not have work from home.)
Salary: 6-8L (depending on experience)
Education Qualifications: CA/CFA/MBA/ Any one with a demonstrated passion for equities
Application process:
Anyone interested should apply with the following
- Brief CV
- Research report on any listed company in India (Max 3 pages)
Please send the above details to gaurav@kormancapital.com
Screener.in: The destination for Intelligent Screening & Reporting in India (11-03-2024)
The Formula that we use to calculate the EVEBITDA is Enterprise Value/ (EBIT+Depreciation)
In the case of Polyplex Corporation, The enterprise value is 2355 Crs the EBIT is 129 Crs and the Depreciation is 303 Crs.Thus, the EVEBITDA is 2355/ (129+303) = 5.5
You can verify our numbers easily with available EBIT and Depreciation ratios.
JTL Industries – Fast Grower at an inflexion point (11-03-2024)
Yes…as I understand , Zenith has 27L existing + 27L bonus+ 27L converted shares. Total 81 L shares which works out to ~6% of the Mcap.
I hope the company issues some clarification.
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (11-03-2024)
Would Indo count benifit from EFTA. Pls share your thoughts.
Supriya Lifescience Ltd – pure play API (11-03-2024)
https://youtu.be/Ih7dZBAV-uk?si=VWYOr4wXM04KgQYA.
Supriya life 39 years old company,Complete backward integration, 87% from export supply in 86 countries, CDMO CMO not generate any revenue at this point, shifted from China to Europe, one product dependency on China is now lesser , china cfda also visit the our GMP certified plant with minimal observation, expanding our anaesthetic portfolio, 300 million dollar global opportunity size with 4-5% of CAGR, 28-30% EBITDA,120-150 cr profit & 100 cr capex all capex funded by internal approvals, 20% growth, 1000 cr sales targets fy27, DSM fair ( Europe) get 10 year contract of vitamin sole supplier , globally contact mfg from next 2-3 years expected 60 cr revenue per years, inventory day is below 150 days is our Target, pls watch video also..
Disc invested recently added, no reco
Supriya Lifescience Ltd – pure play API (11-03-2024)
(post deleted by author)
InterGlobe Aviation – Indigo (11-03-2024)
So this 150 day Lockin is guideline by SEBI or Indigo had some arrangements with RS Gangwal Group
JTL Industries – Fast Grower at an inflexion point (11-03-2024)
What I understood… Zenith is offered 27L shares, almost 81cr. They are eligible for a bonus of addl 27L shares. Thats almost 4% of maket cap. Totally about 160cr.
JTL Industries – Fast Grower at an inflexion point (11-03-2024)
Zenith was allotted bonus as well as converted equity shares as per the company release on Feb 28. Converted shares were allotted upon payment to JTL.
Technically JTL would have nothing to do with Zenith’s shares being frozen. But I feel that the street is having concern whether management is involved in any way or not.
Zenith holding seems <1% so not very concerning…but I think management should issue some clarification which would help the street.
Valuation-wise the stock is a buy but this event is an overhang coupled with a bearish market trend.