You are suggesting that its overheated and should be sold for time being?
Posts in category Value Pickr
Omfurn India Ltd (04-01-2024)
In AR 2023 chairman mentioned about FPO of 35 crores what is the status and proposed usage of the proceeds
Disc. Not invested.
Srivari Spices and Foods Limited (04-01-2024)
However I am shocked at their production manager’s review.
Other concerns as you rightly pointed out cash flows are negative.
Borrowings, debtor days and working capital days are on increasing trend.
Investing Basics – Feel free to ask the most basic questions (04-01-2024)
hi,
where to check short interest ratio of a company?
Portfolio Tracker – Google Sheet (04-01-2024)
I did check the platform policy, and it prohibits the sale of copyrighted material, spam, or unwanted promotion. I hope I haven’t violated any of these terms. If my post is in violation of any terms or policies, I am more than willing to delete the thread.
To be clear, my intent is not to monetise within the reputed community. Instead, it is to share tools to the community and to build an even greater one.Even all the formula in the sheet are open to everyone and can be built with base template. I had just shared donation to save the time and for the effort, Thanks.
Pennar Industries Limited (04-01-2024)
(post deleted by author)
Banka BioLoo Limited (04-01-2024)
But they all are volume creators for the stock not the real investors.
Pennar Industries Limited (04-01-2024)
I think one of the reason is they are highly diversified business and 2nd may be because they are cyclical business.
But management seems to focusing on few products as mentioned in their concall.
“So, solar EPC is not a sector that is identified as a major growth area for us. We have strong
capabilities in that business, and we have a strong order book in that business as well, but the
businesses that we would want to grow year-over-year 5 years from now make them, build them
into multi-thousand crore businesses each of them, that would be the PEB business or hydraulics
business, PGI, tubes, engineering services, and a process equipment. And all of those have the
potential to all be multiple thousand crores, and if we focus on them, we will be able to scale.”
Portfolio Analysis (04-01-2024)
Hi Ranjan,
I use the multiplier as 2.5 initially if the valuation is not high. Given the current scenarios in the market, I keep the multiplier as 1.5 for insane valuations and 2 for reasonable valuation on a monthly and weekly chart.
