Posts in category Value Pickr
Muthoot Finance (04-03-2024)
also recent dikkat to IFL on gold loan by RBI is good opportunity for Muthoot finance as well as manappuram . both this events could become strong tailwinds in growth and valuation
Muthoot Finance (04-03-2024)
also recent dikkat to IFL on gold loan by RBI is good opportunity for Muthoot finance as well as manappuram . both this events could become strong tailwinds in growth and valuation
Aatmaj Healthcare – SME hospital with a unique business model (04-03-2024)
They are actually planning to brand it as JTP Hospitals since Jupiter name is already taken by the hospital chain in Thane
Aatmaj Healthcare – SME hospital with a unique business model (04-03-2024)
The company operates Jupiter hospitals.
Avenue Supermart: a compounding machine? (04-03-2024)
As the land value gets appreciated over time and as they are shown at historical costs, the books do not account for the actual value.
Simply taking an example of price to book value.
Currently PB is 14.40 (when land is shown at cost only)
And if the market value of properties is considered, then book value of assets will increase and PB of the company will decrease, which means company might be at cheap valuations from the figures shown currently.
It might be the case that it is already running at high PB 14.40 and already discounted the scenario.
Impact on retail: if anything is available at cheat valuations will help retail or any investor in the long run through capital appreciation.
The above explanation was focused on the valuation not on the fact that how many properties Dmart owns and i don’t consider dmart selling them or keeping them. It is just a simple valuation matric.
There could be other explanations considering other factors.
Does it make sense to anyone or i am being fullish here ? Feel free to point out mistakes (if any).
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (04-03-2024)
@T11 and others
Does the company supply distribution transformers or power transformers for renewable power generation? I am unable to understand this. If the company is supplying a transformer to a renewable power generator then that transformer should be a power transformer and have a higher capacity measured in MVA. And that power transformer should take electricity from the renewable energy source and push that electricity on to the grid.
I am not sure why would distribution transformers be any different irrespective of whether they get power from renewable or non-renewable sources. After all distribution transformers are used to take electricity from the grid and then adjust the voltage (usually reduce the voltage) so that the electricity can be used by the end user. Please educate me.
Avenue Supermart: a compounding machine? (04-03-2024)
Of course, they are not present in all the states, so the organized TAM is still very much there, and the management is fine, they have their plans, but my point is about, how do retail investors get benefited from a company owning valuable assets?
I don’t remember reading about a business being sold off, assets liquidated and proceeds distributed to investors, so the question.