Does anyone know the reason behind the surge in cost?
Revenue growth looks promising, but why can’t they convert that to bottom line growth?
Posts in category Value Pickr
Dreamfolks services limited( DFS) (29-05-2024)
DHP India Ltd – Regulators and Fittings (29-05-2024)
IMHO FY 2024 is not the correct year to do any kind of comparative analysis due to complete disruption of business amidst slowdown in major markets like North America and Europe. Net Profit includes investment income of ~Rs. 24 cr booked in September quarter , the proceeds of which were reinvested. B2B nature of business in a recessionary environment is prone to such erratic results. We should wait for business environment to normalize to do any sort of analysis.
Disc: Invested
PayTM (One 97 Communications Ltd) (29-05-2024)
Its Fake news…Adani’s spokeperson denies report of buying into paytm.> Adani Group Denies Media Reports Of Buying Stake In Paytm
and the name is still on UC, i think people just bought the fake news and making beeline !
IDFC First Bank Limited (29-05-2024)
the trigger for fund raise will be Tier 1 going below 13%, this has happened every time in the past 4 years.
Walchandnagar Industries | Return of a Golden Era (29-05-2024)
@Jadewade absolutely.
It’s a great result, for me.
This is how a painting looks when it’s pulled out of the gutter.
Turnarounds require creativity, patience, and immense risk taking ability.
Indiabulls Housing – A compounder from here? (29-05-2024)
i dont this divestment is needed, they are already operating at 1.5-2x levels of gearing and hence ROEs are suppressed, they are well capitalized with a CAR of 30% and above, if in case they are raising further equity, it only means , they need more CAR to wipe off bad loans.
so wahatever book value is there - it will be depleated due to provisioning, however, if they keep providing only rationally every quarter and keep diverting all the recovery amount to provisioning, there is till hope that it can attain book value multiples as mentioned by many boarders in above posts.
my best guess is - of the 19-20kcr book value - market is already factoring a default of 10-12kcr. of loan book. (As of March 22 - loan book was around 60k cr) - right now the AUM is 65k - waiting for breakup details in filings and concall transcript.
Screener.in: The destination for Intelligent Screening & Reporting in India (29-05-2024)
Hi,
how can I add an column for 5 year median EV/EBITDA and 5 year median market cap to sale?
Basically I want the data that is available in the graph in the column.
Indiabulls Housing – A compounder from here? (29-05-2024)
Also Santosh- the legacy book as they define is - loan book as of Dec 2022 or FY22 - need to check the concall as i was listening while sleeping. any thing prior to that is called as legacy loan book - they plan to reduce that to 5000cr by FY27.
The 10000 which you mentioned is not in balance sheet - its already written off, but trust me, whatever is being recovered - is being further utilized towards creating provisions on legacy book.
Like they did for AIF provision reversal this quarter.
Hope this helps
Narayana Hrudayalaya Ltd (29-05-2024)
The results seem nice and the margins are good too, but the capex guidance for 2025 is too much. Company guided for same kind of capex for FY24 also but it seems the plan has not worked out as expected. Now, for FY25 also, the company has set huge capex targets. Can anyone tell their views on this?
Disc. Invested. Baised