A good read on Varun Beverages
Posts in category Value Pickr
Varun beverages fast growth duopoly business (15-10-2024)
Thnaks for sharing the article. Many things in the article are very educative, but comparing with Turkey companies valuations may not be appropriate. Turkey’s economic woes coupled with astonishing retail inflaton is well known. More over India’s untapped market with growing econmy plus income levels is destined to give better CAGR for the company. Also Varun beverages ventured into snack/chips, fruit juices. Having said all this what is the right PE that Vrun deserves…I am not sure.
Disclosure: Invested hence views are biased.
Saregama India Ltd: India’s premier music publishing label (15-10-2024)
Yes, very high possibility
PGINVIT impairment of investments in subsidiaries and book value (15-10-2024)
Please read complete thread and you will have all answers.
Current yield of 3rs is not consistent and will have a declining trend as can be checked in the Third Party Valuation Report showing the projected revenues for concession periods.
My Portfolio->Aditya (15-10-2024)
Yep trent seems like a great play. They are entering in LGD (Lab grown diamonds too) Zudio store economics are also good. Plus its value fashion theme where u can also see V2 Retail and VMart having awesome SSSG growth.
Time technoplast (15-10-2024)
This is from Systematix. You can checkout some of the Tele gm groups for such reports.
Time technoplast (15-10-2024)
This is from Systematix. You can checkout some of the Tele gm groups for such reports.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (15-10-2024)
But way off from 8000Cr revenue for the FY. They have done just 2000Cr in H1. They will be far short of 8000 Cr
NPST – Technology Provider for UPI Tech (15-10-2024)
I have 2 small queries:-
- NPST has products named payjoy and qynx(maybe more), which are already brandnames of other companies. So would those companies allow NPST to use these names? AFAIK, NPST has no connection to those companies.
- Has NPST said something about distribution of its products like qynx sound box? I think they don’t have enough employees for that as of now. Similarly for other merchant solutions distribution, either they partner with some bank etc or maybe increase their staff. Are we aware of any such move?
I am new to this, so please be understanding if my questions sound stupid.