Any update on the stock?
Posts in category Value Pickr
Pune investors group (27-02-2024)
Hi,
Planning to have a small meet with likeminded people.
We can also visit companies and various expos/conferences in groups, if interested
Lets see how this goes
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
Profit and loss statements are often depressed for such businesses in initial days due to the high interest cost. One thing to note is that Samhi is a young business, from FY11 to now they’ve become the third (apologies if this is not correct) largest hotel business by #keys, and in the meanwhile they accumulated a lot of debt. Post IPO debt reduction combined with the strong sectoral tailwinds values SAMHI at the said multiple.
Disc: Invested.
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
Profit and loss statements are often depressed for such businesses in initial days due to the high interest cost. One thing to note is that Samhi is a young business, from FY11 to now they’ve become the third (apologies if this is not correct) largest hotel business by #keys, and in the meanwhile they accumulated a lot of debt. Post IPO debt reduction combined with the strong sectoral tailwinds values SAMHI at the said multiple.
Disc: Invested.
James Portfolio – Views Invited (27-02-2024)
Thank you Harsh for the comment. I sold around 70% profit before the recent upmove when it was touching near 50 DMA. It was a bad decision at hindsight.
Yes, you are right. It is -7.x%
I am keeping tracking position as I think management is good and to keep close watch.
James Portfolio – Views Invited (27-02-2024)
Thank you Harsh for the comment. I sold around 70% profit before the recent upmove when it was touching near 50 DMA. It was a bad decision at hindsight.
Yes, you are right. It is -7.x%
I am keeping tracking position as I think management is good and to keep close watch.
JEENA SIKHO- seems shady, one off? (27-02-2024)
JSLL_27022024192602_UpdateReliance_27022024.pdf (254.0 KB)
Empanelment of Ayurveda Panchkarma Hospital with Reliance General Insurance for providing cashless Ayurveda Panchkarma Treatmen
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
5 is Price to Sales. For a loss making company?
What is the net loss is close to 50% of the sales. Appreciation of the land is being eaten by both debt and losses(Compared to competitors they are doing a terrible business). So how can 5 PS be justified?
