How are they planning to deploy that much cash? Giving dividend will increase credibility but reinvesting will increase future revenue.
Posts in category Value Pickr
Zomato – Should you order? (17-10-2024)
In the whole article they kept saying zomato is way ahead of swiggy in all aspects but their Target price for zomato is -64% which is 100. (CMP: 277).
So are they suggesting not to apply for swiggy IPO?
HDFC Bank- we understand your world (17-10-2024)
CASA will become a meaningful metric only if the bank holds a large chunk of HNI or Corporate accounts. This is where the foreign banks like Standard Chartered and erstwhile Citi bank had an edge. If the majority of the accounts are from mid to low income group or salary accounts (as it is for most big Indian private banks), the outflow happens quickly for loans, EMIs and the balance is negligible. Indian banks should shift focus and target the turf hold by foreign banks to improve the CASA. While the cost of funds may be slightly higher, FDs and RDs still play a significant role on the asset side of any banking franchise.
Zomato – Should you order? (17-10-2024)
Macquarie on Zomato vs Swiggy
Macquarie_Zomato_versus_Swiggy_Comparison;_Swiggy_appears_4_6_quarters.pdf (792.3 KB)
HCL Technologies (17-10-2024)
Many times, HCL Tech is ignored when the likes of Tala Elxsi, Tata Technologies, LTTS and KPIT. However, E&RD is a big chunk of their portfolio and this is one area that can make or break their future revenues if that sector takes any hit due to global slowdown.
Sandhar Technologies – An emerging market leader (17-10-2024)
Sandhar Tech
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Margins will expand by 50 bps for FY25 and a further 50 bps for FY26
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Deleveraging the balance sheet
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Improving return ratios
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Expanding the product portfolio and increasing content per vehicle
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EV will start contributing significantly in FY26 & Smart Locks to start from Oct/Nov
Prestige Estate – Will it increase the Prestige of Retail Investors (17-10-2024)
Prestige Estates
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Pre-sales growth: 25-30% (26,000-27,000 Cr)
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Annuity portfolio: 5X in the next 4 years (> 4,000 Cr by FY28)
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Total Launch Pipeline of over 60,000 Cr + 12,000 Cr worth of inventory
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Value Unlocking : Hospitality Portfolio
CarTrade Tech – A Multi-Channel Auto Platform (17-10-2024)
Management Guidance
CarTrade:
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High Double Digit Growth
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Profitability growth will be 1.5-2x higher than REV growth.
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Operating Leverage will drive future profitability
Ami Organics – Pharma Intermediates & Specialty Chemicals (17-10-2024)
Management Guidance
AMI Organics
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REV Growth 25 %
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Improvement in Margins
Goodluck India Ltd (17-10-2024)
Management Guidance
GoodLuck India
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15-20 % REV Growth
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Margin Expansion by increase in VAP
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Defence next big opportunity