Thanks RJ! It is at a significant discount to peers and if you consider the Ex-ESOP EBITDAM which obv ESOP will finish in 2 years or so they are already doing close 38%+ EBITDAM which at a larger scale + debt repaid should result in significant EPS growth
Posts in category Value Pickr
Samhi Hotels – Turnaround with Tailwinds (30-05-2024)
Looks like a buying opportunity with the recent market-wide correction. EIH also had blockbuster results but no stock price increase.
Arman Financial Services Ltd (30-05-2024)
So after rate cuts the NIM will improve for lending business ryt? Because the NBFCs will be able to borrow on low rates and will get better margins in retail lending.
Granules India Ltd (30-05-2024)
I see a block deal on MIT trendlyne.
Arman Financial Services Ltd (30-05-2024)
Asset quality cycles
Nim cycles
Asset side cycles come from asset quality issues. Can be due to any macro event like Covid or demonetisation.
Liability side cycle will lead to Nim contraction. Can be due to tighter liquidity conditions. Eg: reduction in supply of commercial papers in 17-18 post IL&Fs or current challenge in deposit growth.
Check armans investor presentation and see the GNPA cycles. Business has done well over 2-4 year time gaps, but such cycles will be there in most of the financial cos
Platform to Invest in Bonds (30-05-2024)
has liquidity on NDS-OM improved over the year or is it still difficult to find buyer?
Arman Financial Services Ltd (30-05-2024)
Hi, I’m new here so sorry if I’m asking a stupid question, but how come a Lending business is cyclical? Aren’t they supposed to show secular growth? That’s what I believed that it’s an ever growing business which will be slowed down only for sudden rise in NPAs as a major setback.
Samhi Hotels – Turnaround with Tailwinds (30-05-2024)
Any thoughts why the stock was down despite decent numbers? Industry leading RevPAR growth while PAT also turning profitable?
SKM Egg Products – thinking out of the shell (30-05-2024)
NIA_SKM vs Ovobel short note.pdf (559.6 KB)
Megatherm – Mega Opportunity (30-05-2024)
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