I am a doctor working in govt hospital.Reagrding the quality of CT scansn and MRI s of KRSNNA I can surely tell that it’s much better than some of the other pvt set up centre s…and my specialist s friends in private sometimes refer their cases to KRSNNA for better quality scans…
Not invested.but following
Posts in category Value Pickr
Krsnaa Diagnostics – what is the diagnosis? (05-01-2024)
Great articles to read on the web (05-01-2024)
Great thread!
Great articles to read on the web (05-01-2024)
Great thread!
Investing Basics – Feel free to ask the most basic questions (05-01-2024)
Company website, Investor Relations section or BSE Corporate Announcements section.
Investing Basics – Feel free to ask the most basic questions (05-01-2024)
Company website, Investor Relations section or BSE Corporate Announcements section.
Praveg Ltd: Play on Indian Tourism Industry! (05-01-2024)
What’s gotten to the stock ? It’s leaping every day. It’s kind of scary. It’s making me feel to book profits at this level. Looks like ppl pinned too many hopes on this counter.
DISC : Invested heavily at 450 Rs
Mann’s Portfolio (05-01-2024)
sorry to interrupt here, this high demand text has been pasted in each of their announcements regarding crane addition.
no one can know whether the promoters are trustworthy or not, we can just judge them on their actions and other minor points.
from what i understand, the oldies left the leadership position and the younger ones have took helm, post them joining we can see significant changes in the biz and increased aggressiveness.
we can see the margins inc qoq.
promoter gave out dividend and declined his part of the total payout.
capex done here is huge with no benefit flowing down till the latest quarter, so all of it would start paying this yr.
after my talk with several industry participants, one thing is clear that the demand is very strong, and the leader sanghvi being a sort of a monopoly seems to be arm twisting clients.
please compare the rental yield between both crown and sanghvi, you will understand what is going on.
secondly people are getting worried about this debt funded capex, but fail to see the interest costs and calculate that as a % of ltb.
i am for sure biased lol
invested from lower levels
RITES Ltd – PSU With a Difference (05-01-2024)
Prof has used 2019 analysis in his 2024 blog. I think he should have refreshed his analysis before writing the blog.
Fundamentally a lot has changed for the company since 2019- There’s margin compression as more projects are moving from nomination to competitive bidding. Revenue too is expected to be flattish for next year, management is trying its best to maintain the bottom line.
At a 1 year forward P/E. of 26, this is the highest valuation the stock has ever traded at.
Disc: Invested from lower levels
Krsnaa Diagnostics – what is the diagnosis? (05-01-2024)
tried going into the nuts and bolts behind the machine, and here is a small snip of that. What i notice is that the realization / test, especially for Pathology (this is ex COVID), has been under some pressure – what does this point toward?
Heartning to also see radiology realizations stable as this segment is where Krsnaa differentiates itself from others
Investing Basics – Feel free to ask the most basic questions (05-01-2024)
what is source for the Concall/Investor Presentation if it not available on screener?
Please Guide