BYD Vs Tesla
Posts in category Value Pickr
Arman Financial Services Ltd (28-12-2023)
I believe it has more to do with equity dilution due to their capital raising and ESOPs. If you carefully see even the retail holding is reducing and most banks and nbfcs go through this phase of equity dilution because of raising capital. I believe a 20%+ promotor holding is actually still healthy.
Arman Financial Services Ltd (28-12-2023)
Thanks for sharing. The GST demand of 85 lacs is peanuts compared to this company’s market cap. I don’t think it will impact anything.
Jyoti Structures (28-12-2023)
The company seems to be reviving itself. Is there anyone else tracking this?
Technical signals (28-12-2023)
Based on one’s experience, can someone indicate which technical signals have been the best for buying and selling for investment (not trading)? Thanks.
Suraj Estate Developers- a high margin, niche developer in Mumbai (28-12-2023)
Suraj Estate developers is a niche high margin (40%+) Mumbai based developer focusing primarily in the redevelopment market.
The sum of companies potential future PAT over next 7-8 years = current market cap. The company has 13 ongoing projects, 16 planned projects and about 10,000 sq.mtrs of land reserves for future projects.
-
They are expecting a surplus of 850 crores from the 13 ongoing projects (please see this interview around 8:30- https://www.youtube.com/watch?v=1a5543wEgDE),
-
16 ongoing projects have 7.5 lakh Sq.ft saleable carpet area. Given the location of these projects, can expect a realisation of 40,000/sq.ft. and hence EBITDA margin of ~16,000 sq.ft. (as margins are ~40%+). Potential EBITDA from these 16 projects could be ~1200 crores
-
Additional land reserves can be conservatively valued at 250 crores as on date
Spencers Retail Undervalued retail story (28-12-2023)
What a move.
Lagging at around at 65 in novermber to 110 now. Was this the trigger ?
SPENCER RETAIL: CO SUBSIDIARY, IS EXPECTED TO REDUCE ITS DEBT IN DUE COURSE BY RS.100 CR || CO ALSO SAYS SALE OF A CERTAIN PART OF THE CO’S MINORITY STAKE IS UNDER CONSIDERATION
Reported on Nov 25
Arman Financial Services Ltd (28-12-2023)
GST demand
Suprajit Engineering (28-12-2023)
HDFC Bought stake – traction seen on technical front as well.
HDFC basically has increased stake here. Suprajit 2.0 ie eyeing for growth as most of the heavy lifting has been done in the past years. Also, Various sub segments have started to show turnarounds which directly augers well for Suprajit.
Neuland Laboratories Limited – Transformation towards niche APIs? (28-12-2023)
A simple search on the Volza suggest that the Neuland has highest shipments of Xanomeline followed by Regis which is distant 2nd.
