Will the current yield of Rs:3/share will be consistent ?
Posts in category Value Pickr
Sanghvi Movers (15-10-2024)
record date for split – 27th sept. It fell much before that date and after that date, but did not fall on that date which usually happens in stock splits…
Zomato – Should you order? (15-10-2024)
Only time will tell if the “potential” will convert to meaningful profits for all 6-7 players. Many players ventured into organized supermarket retail which was touted to have great potential about 15-20 years ago, but most of them are still loss-making or wound up (Future, Star, Spar, More, Spencer’s, etc), while only Reliance and DMart have managed to stay afloat profitably.
Sula vineyards – pioneers in indian wines (15-10-2024)
My 2 cents on Sula
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If one go back a bit, two of their CXOs (including cgi) left within 6-8 months of IPO – red flag.
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hiding more than revealing, e.g. in none of the mgmt interviews that followed Q1FY25 results, their was any indication of sub-par q2 performance.
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Business is solid but leadership seems to be missing ‘fire in their belly’ – I have not seen any serious attempts by the mgmt in last 2 years to expand their footprints, they continue to be Maharashtra/ Karnataka player.
Disc: exited my positions recently.
Zomato – Should you order? (15-10-2024)
Flipkart already had the infrastructure for shopsy. Quick commerce is a different ball game, you need dark stores in many places to cover 15 min delivery and also you need different set of work force for this quick delivery. Their plan to venture into it after biting the bullet with food delivery speaks volumes about the potential of quick commerce.
Sky Gold ltd. – Will it reach the sky? (15-10-2024)
Fortunately the stock seems to have done well since the last post .
Recently it has become a 10 bagger for me . (First 10 bagger, did not expect it to be so fast )
The management seems to be using the raised funds to slowly acquire and integrate higher margin business . Considering EBITA of 30 cr from last quarter maintains for the coming quarters, the PE for sky gold will be 31 . So PE of 30 seems the right one to follow on long term basis.
If the profits increase which they seem set for after the acquisitions and various sectoral tailwinds coming in play , the PE can re-rate to 40 for sure .
With the current revenue guidance by the management for year 2027, the market cap of the company can go close to 10,000-12000 cr .
The management seems proactive and might figure out further engines of growth in the meantime as well .
Disclaimer: – Invested from lower 300 levels .
Zomato – Should you order? (15-10-2024)
I know that Flipkart has launched the pilot of Flipkart Minutes in a couple of cities. And Amazon also has quick commerce in its pipeline slated to be launched at some distant point next year. But they are barely just testing the waters in quick commerce and have not gone all-out despite all the hype, as I mentioned in my original comment (re-read my comment to avoid any misunderstanding).
Remember when Flipkart went all-out with social-commerce (Shopsy) when Meesho was disrupting the e-commerce market? We’re not seeing similar all-out efforts with quick commerce. Yes, the fact that they haven’t gone big in quick commerce yet is still a red flag on the sustenance of the quick commerce model.
Companies with 20%+ growth guidance for next few years (15-10-2024)
Govt should make betting legal (and can gain a lot from sin taxes) that way people will stop doing highly risky FNO and microcap trading. A useless comment. Will delete in a day 
Sanghvi Movers (15-10-2024)
This must be due to the stock split.
Sky Gold ltd. – Will it reach the sky? (15-10-2024)
Skygold – Invested at 1280Rs and its now 136% profit.
I want to increase my quantity.
Is it advisable to invest at 3,000+ levels ?