The demerger is already over, the new shares are also credited in CDSL/ NSDL demat accounts and waiting for trading approval.
The current company is just the holding company of TVS motors. check the historical valuations and holdco discounts for entry.
Posts in category Value Pickr
Sundaram Clayton (12-12-2023)
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
I couldnt agree with you more, this is what I often think these days, is it sustainable? doesnt surprise me if some one shares a story of small cap that has run up 3-4 times in last 1 year, with some improvement in fundamental outlook, I dont think I am qualified to say the valuations are not justified, but in general there is lot of optimism. To be specific some tier 2, tier 3 auto supplier have valuations 3-4 times higher than historical avg…
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
These days narratives >>> fundamentals !
Cineline India – Picture abhi baaki hai (11-12-2023)
Thanks @Aditya_Chugh for initiating this thread.
Looks generally undervalued comparatively.
But the question is , is it warranted considering its history, size, and also the trajectory of Multiplex screens industry? their growth projections makes it worth exploring.
I have couple of quick questions,
what does it mean by fully fitout and tied up? does it mean they are just acquiring some existing local screens that are operated by small players?
And they(management) keep emphasizing low capex model, what does it mean ? how does it their Rs2.5cr per screen compare to others, is it an additional spending after acquiring fitout and tiedup?
Is ATP of Rs270 per show (I assume there can be 4-5 shows per screen as per PVR reprt) or per seat /day?
Is it possible to get the break up of avg cost towards producer/distributer per ticket? whats the cost per ticket towards entertainment taxes and other regulatory charges?
Unfortunately this industry is capital intensive and low has returns.
Cineline India – Picture abhi baaki hai (11-12-2023)
Thanks @Aditya_Chugh for initiating this thread.
Looks generally undervalued comparatively.
But the question is , is it warranted considering its history, size, and also the trajectory of Multiplex screens industry? their growth projections makes it worth exploring.
I have couple of quick questions,
what does it mean by fully fitout and tied up? does it mean they are just acquiring some existing local screens that are operated by small players?
And they(management) keep emphasizing low capex model, what does it mean ? how does it their Rs2.5cr per screen compare to others, is it an additional spending after acquiring fitout and tiedup?
Is ATP of Rs270 per show (I assume there can be 4-5 shows per screen as per PVR reprt) or per seat /day?
Is it possible to get the break up of avg cost towards producer/distributer per ticket? whats the cost per ticket towards entertainment taxes and other regulatory charges?
Unfortunately this industry is capital intensive and low has returns.
Priyank’s Portfolio (11-12-2023)
Update – 11 Dec End of Day
| Name | % of Equity PF |
|---|---|
| PPFAS🔒 | 21.28% |
| Godrej Agrovet🔒 | 9.08% |
| Triveni Engg | 7.27% |
| BCL Industries | 6.00% |
| Sansera Engineering🔒 | 5.56% |
| Exide Industries | 5.49% |
| Ami Organics | 5.01% |
| Gokaldas (GOKEK) | 4.78% |
| Max India Ltd🔒 | 4.55% |
| Lupin | 3.98% |
| M.K.Ventures🔒 | 3.68% |
| Shyam Metalics | 3.63% |
| TATA Motors – DVR | 3.62% |
| Borosil Renewables | 3.54% |
| L&T | 3.40% |
| TIIL🔒 | 2.88% |
| Ion Exchange | 2.68% |
| Cosmo First🔒 | 1.88% |
| Niyogin Fintech | 1.06% |
- Less than 1% holdings (each): Banka Bioloo, SJS Enterprises, Helios Flexi Cap
- Raising Cash: Sold MMP industries (somewhere around 60/70% up than investment value)
- Not able to find anything with a safety margin.
Priyank’s Portfolio (11-12-2023)
Update – 11 Dec End of Day
| Name | % of Equity PF |
|---|---|
| PPFAS🔒 | 21.28% |
| Godrej Agrovet🔒 | 9.08% |
| Triveni Engg | 7.27% |
| BCL Industries | 6.00% |
| Sansera Engineering🔒 | 5.56% |
| Exide Industries | 5.49% |
| Ami Organics | 5.01% |
| Gokaldas (GOKEK) | 4.78% |
| Max India Ltd🔒 | 4.55% |
| Lupin | 3.98% |
| M.K.Ventures🔒 | 3.68% |
| Shyam Metalics | 3.63% |
| TATA Motors – DVR | 3.62% |
| Borosil Renewables | 3.54% |
| L&T | 3.40% |
| TIIL🔒 | 2.88% |
| Ion Exchange | 2.68% |
| Cosmo First🔒 | 1.88% |
| Niyogin Fintech | 1.06% |
- Less than 1% holdings (each): Banka Bioloo, SJS Enterprises, Helios Flexi Cap
- Raising Cash: Sold MMP industries (somewhere around 60/70% up than investment value)
- Not able to find anything with a safety margin.
National Peroxide (11-12-2023)
Any updated on listing of NPL Chemicals?
Demerger happened two and half months back, still no info…
Have anybody wrote to management and go reply ?
National Peroxide (11-12-2023)
Any updated on listing of NPL Chemicals?
Demerger happened two and half months back, still no info…
Have anybody wrote to management and go reply ?
Shakti Pumps – solar shakti (power)! (11-12-2023)
My view is that these are old transactions. And you can’t really find integrity anywhere if you look hard enough. The company has been doing a lot of investors presentation and meets right now, so don’t think there will be obvious red flags at the moment. With that being said i am fairly new and have minimal knowledge of financial shenanigans. Invested