The CEO mentions that this means Tips catlog will be distributed via Meta as well. If that interpretation is true then the company should do even better growth over the next 4 quarters.

I would like to think that the newly hired CEO had a role in this deal. Maybe we will get more information next quarter

@Mudit.Kushalvardhan Hi sir…
I am following your thread regularly.thanks for the valuable insights.
There are regulations already in some states (Karnataka private medical establishment act)to control the private hospitals.Latest intervention of supreme court is definitely a threat to the operating margin s of buisness.As honorable supreme court has issued directions government may do something before court implement it or take some time to execute.Whatever is the process,laws will be definitely not in favour of hospitals.
We can see it as a shrinking margin.But as you know health care in inda has tremendous opportunity size, for growth, and these regulations will affect smaller hospitals more than larger one i will take it as a short term problems (maybe couple of quarters).And definitely derating can occur because of these developments and chances of decrease in profits.
Disclosure… Invested in Unihealth consultancy for the same reason because it operates mainly in Africa region.

I feel that big QSR brands wont do as well in the near future atleast in India, as a stock time and again they might if there’s a bargain but it wouldnt be a big wealth creating sector…I feel the golden days for big QSR chains are behind them…

— I think historically there have been giant winners in this sector like McD,Dominos etc which leads to a sort of a bias. The notion is because they have worked so well in other countries,India is untapped and hence a lot of potential etc…that line of thought
— The other is with the prevalence of Zomato/Swiggy the delivery moat that these big QSR’s like dominos enjoyed is gone. It is a level playing field for everyone .Plus the competition is much more intense…So many new burger/pizza/biryani brands if you do a search on swiggy/zomato.

It is a crowded space right now . and because of this Zomato was a no brainer at around 50 rs not so long ago…

A few quick checks, on top of the fundamental analysis, that I’d recommend to do to identify buying opportunities.

1- Compare current multiple with historical averages (say last 10 years). Any big divergence should merit further investigation. If current multiples are way higher than the historical and you can’t attribute that to any structural changes in fundamentals then better leave the stock alone. Likewise lower multiples than historical averages should also be investigated as they can often offer great buying opportunities (e.g. ITC in 2022).
2- Do the same comparison vs peer group. Is the stock valued too low or high compared to the peers? Again there could be a buying opportunity if stock is valued way too lower compared to the peers and you can’t fully explain the divergence based on the fundamentals (e.g.until a year ago some psu bank stocks were trading at less than the book which led to upward price correction).
3- Look at stock price/EPS growth ratio over the years. Ideally the trend should be close to 1 which means stock prices track the earning performance. A ratio lower than 1 should be investigated.
4- For cyclical stocks, look for signs of margins topping and bottoming out as they follow a peak and trough pattern and cyclical stocks correct or rally massively depending on where they are in the pattern.
5- Do the same for earnings for cyclical stocks. Peak earning performances over a few quarters drive down multiples even after massive surge in prices creating giving an illusion of valuation comfort.
6- Look for turnaround stories where sustained topline growth or debt reduction or reversal in market cycle lead to paring of losses bringing a company into profitability.

d1648c78-d390-43e7-acce-602118b44589.pdf (bseindia.com)
extension of tie-up with Warner Bros, as per this report Warner will promote Tips under its folds. which seems very promising.