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Posts in category Value Pickr
Narayana Hrudayalaya Ltd (11-03-2024)
Why look at historical per bed metric to determine valuation? It’s like trying to determine hero motor’s valuation by looking at historical average price of their bikes.
Average revenue per bed has been trending up for all hospitals which could be due to just inflation, operating leverage or product mix change or all of them. EBITDA for leading hospitals including NH has also been steadily increasing with only exception of Apollo. So there is no reason to believe why earning per bed of hospitals will remain at historical levels.
Coming to NH, it trades at some 30 p/e against a sector average of 70 with leading hospitals such as Apolo, Medanta, Max all trading at 70 p/e. Interestingly NH stock prices have trailed earning growth which means stock is heavily derated (guess something to do with Cayman overhang).
Gulf Oil Lubricants – A low risk way to play the economic cycle? (11-03-2024)
Hi,
What the management has said is that the fast charger market is expected to be more than INR 10,000 crore to INR 12,000 crore by FY 2030. So if Tirex can continue to maintain their share of 8 % to 10 %, Tirex revenue at the lower end would be Rs.1000 crore in FY2030.
And at 51 % stake, that is Rs.500 crores. Note that Tirex will be making 240 kW chargers, these cost upwards of Rs.20 lac to 30 lac per piece based on a google search for similar products.
Truck Exicom 240 kW EV DC Charger, For Buses,Trucks And Cars at Rs 2130000 in Thane (indiamart.com)
So assuming an average of Rs.25 lac per piece, you will need to sell about 4,000 chargers to make Rs.1,000 crore revenue for the company. Now whether this pricing will hold is anybody’s guess. In any case, more recently the company seems to have broad-based their plans since the MoU signed with the Government of Gujarat mentions producing 10,000 chargers annually. We will have to wait for the next concall to get additional details on this I think.
Surya roshni ltd (11-03-2024)
Stock has now corrected 40% from its all time high. Can’t explain this bearish pressure even with headwinds in their piping business. Anyone knows what’s going on with the stock?
Dis- Invested at 250 levels
JTL Industries – Fast Grower at an inflexion point (11-03-2024)
thanks for the inputs, i could not find any big negative news either.
Phillips Carbon Black (11-03-2024)
Seems margins have peaked and now market expecting drop in margins as crude market is likely to remain right in the coming days.
Smallcap momentum portfolio (11-03-2024)
Hi @visuarchie , how is the portfolio doing, what are the returns since inception?
Sigachi Industries Limited (11-03-2024)
Why are Sigachi Promoters selling shares?
Any bad news?
IPO Review – Discussion until listing (11-03-2024)
Pratham EPC Projects Limited is an EPC company that provides a wide range of pipelines and related services to the oil and gas industry. That includes laying pipeline networks, constructing associated facilities, and offering operation and maintenance services to municipal gas utilities.
Get to know more about the company from the Chairman and MD of the company –
IPO Talk with Pratham EPC Projects: Interview with Promoter Mr. Pratikkumar Vekariya | SMEmitra
JTL Industries – Fast Grower at an inflexion point (11-03-2024)
This should be due to some promoter activity or some influential investor(s). There are no negative news related to the stock as far as I know. Things are looking positive for this stock overall (new DBT machines to improve the capacity utilization and greater number of value add SKUs for example). Plus the promoters bought shares at 200 last December.
Disc : Invested