I also believe that pe is high but the thing is that they are building data center business from cash generated through real estate business beside this they also have building ready for 15 Megawat capacity and also beyond that. So they have to incurr less Capex per Megawat l(only on machinery etc). Average rent they are getting per Megawat is 80,00,000/- per month for there 3 Megawat capacity. It’s a annuity business. Promoter Amit sarin also infused 50cr @ 280-285 Recently.Beside this company operate also in Delhi Ncr. Recently Oberoi Reality bought a land in Gurgaon(first venture outside Mumbai).The sole reason they ventured in Gurgaon market because from last two three years real-estate prices in this market are skyrockting. Annat Raj has huge presence in Gurgaon MARKET. If they executed well there plans they will emerge stronger.
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (31-12-2023)
It will be mentioned in the Notes to the Accounts and usually shown under Current Liabilities rather than Non-Current Liabilities.
INOX Wind (31-12-2023)
I understand from the article that the share swap ratio/proposal is applicable only for promoters and large institutional investors who infused capital into the co’ at various points in the recent past. The same would not be applicable to Retail Investors.
Does anyone know what is the case for retails investors? Or am i reading/understanding this wrongly? By the way, the IWEL shares also hitting upper ckts recently. Not sure if there will be any discount for IWL by the time it actually merges or if there will any premium is being paid by the investors of IWEL.
KP Energy – Lotus in muddy water (31-12-2023)
I have generally seen that for KP Energy, the work order doesn’t contain ordering the wind turbines… They do rest of the work. While for KPI Green, since they do integrated plants (solar wind hybrid), the responsibility of the wind turbines is with KPI Green.
Gravita India success story (31-12-2023)
The lead acid battery market will continue to be a significant one despite the growth of Li-Ion batteries for EVs. Lead acid batteries have applications in commercial vehicles, construction equipment, defence equipment, generators etc etc. List is a long one.
Investing Basics – Feel free to ask the most basic questions (31-12-2023)
Is there any tool or does any brokerage account provide such tool which can help with the below:
- Understand the %age impact of individual shares on you portfolio’s performance over a defined time
- How to view ones’ portfolio composition on a past date, eg 1st Jan 2023…
- Individual trades if not executed how much they would have impacted the portfolio, eg had i not sold BSE in 2022
Mann’s Portfolio (31-12-2023)
A lot of appreciation for your approach, can you please update your analysis on DP wire also.
Investing Basics – Feel free to ask the most basic questions (31-12-2023)
Very context dependent…
Warrants often are called insider trading to perfection. As promoters get a leeway to convert in 18months.
I remember Apl promoters issued warrants at 3k crore mcap. Rest is history. Same story with the likes of Rk forge and others at the cusp of an upcycle.
On the other hand, if the business isn’t doing well. Then warrants issuance won’t count or matter. At the end of the day, business performance counts.
Just over the years my observation has been, that warrants issued by cyclical companies is a big signal. As promoters lock in the price much earlier and the eventual business performance catches up. Leading to share price outperformance.
52 week highs and all time highs strategy (31-12-2023)
Update: EXIDEINDS 199-294-320
- Excellent reversal seen in monthly chart. H&S reversals lead to strong bullish upmoves as seen by previous examples posted by me.
- ATH made after topping out in August 2018. Big multi year breakout seen.
- Monthly and Quarterly charts bullish…
Monthly chart
Quarterly chart:
Export data and learnings (31-12-2023)
Hi spartan. Could you possibly give the link of source and guide if its possible to get this source feed into own email. regards