Just before 30 minutes or so, DSSL Q2 result is uploaded on BSE. The YoY result is good if we look at PAT but I didn’t understand why EPS stood the same, there is not split or bonus issues and share capital is same!! If we consider EPS only then the YoY result is flat…
Posts in category Value Pickr
Tips Industries Limited – Ready to RACE ahead! (31-10-2023)
In Q2fy24 con call mgnt said per song cost Avg Rs 6L-7L (spent ₹52 Crore for 900 songs). 3 Y cagr expected for Top line 30% ,bottom line 40%( cy(e) 50%). Sooner or later will get into Instagram which will spike bottom line.
Great articles to read on the web (31-10-2023)
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“A year ago, Netflix was losing 1 million subscribers per quarter and had shed 75% of its market cap. It was the worst performing stock in the S&P 500. Fast-forward one circumnavigation of the Sun, and Wall Street is “gushing” over its “beautiful” results while the rest of the industry flounders.”
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“In 2015, Netflix registered negative $840 million in free cash flow. By 2017, that number was negative $2 billion; two years later, negative $3 billion. Fearless spending was its differentiator. Capital as a weapon, if you will — specifically, cheap capital. Original content spending at Netflix grew faster than at any other streaming service, and by 2021 the company was investing $18 billion on content per annum, with free cash flow still in the red. Meanwhile, the legacy media players were beholden to a different investor base that wouldn’t tolerate the losses needed to go toe-to-toe with the streaming platform. Netflix is now firmly profitable in all aspects of the business. It is the only entertainment company with a profitable DTC streaming business, and the legacy players are playing catch up.”
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“Netflix’s decision to increase subscription prices this quarter reflects the strength of the platform. It has reached utility status.”
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“Research has found that introducing lower-quality products actually increases sales of your higher-margin premium products”
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“The most valuable companies in the world all have one thing in common: They build a thick layer of innovation on top of investments made by the premier VC in history, the U.S. government.”
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“Suits was the most streamed show across all platforms for three straight months this year, hitting the record for most-ever weeks at No. 1. This is the Netflix Effect in action: Take a solid series, reheat it, and make it the most consumed content on the planet.”
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“Streaming was not the company’s only bold pivot. In 2011, despite its reputation as a “platform,” Netflix decided to foray into original content. At the time, it seemed absurd. The company was going up against Universal, Paramount, Warner Bros., Disney, and Sony — Hollywood titans known in the industry as the Big Five. Still, Netflix dove in headfirst, spending $2 billion on content in Year One. One of its first original series, House of Cards, went on to earn 33 Emmy and 8 Golden Globe nominations.”
Tips Industries Limited – Ready to RACE ahead! (31-10-2023)
If we look at the TIPS revenue growth profile (just the music segment), we can observe that revenue growth grew more rapid beginning in FY18. Is it because they altered their monetization approach at that time? Or was it primarily due to India’s increased internet penetration (the Jio effect)?
Second, how sticky is revenue in the music business? We have witnessed a slight decrease in FY17 and FY21, so is volatility the thing in music industry too?
Lastly, while the company has guided for 30% CAGR for the next 2-3 years, how is the company attempting to achieve that rate of growth? Will they do so by adding more partners like Instagram and Wynk? or the next level of growth will be because of new albums they are adding to their library now?
IDFC First Bank Limited (31-10-2023)
A letter from VV to their colleagues on linked in, interesting read
IDFC First Bank Limited (31-10-2023)
A letter from VV to their colleagues on linked in, interesting read
Rainbow Children’s Medicare – Niche player in Hospital Industry (31-10-2023)
Yes planning to exit on fundamental triggers:
- Topline growth guidance shift from 18-20% to mid-teens
- Slight decline expected in EBITDA Margins (new hospitals will take time to break-even)
- High Depreciation due to significant capex plans
Rainbow Children’s Medicare – Niche player in Hospital Industry (31-10-2023)
Yes planning to exit on fundamental triggers:
- Topline growth guidance shift from 18-20% to mid-teens
- Slight decline expected in EBITDA Margins (new hospitals will take time to break-even)
- High Depreciation due to significant capex plans
Gati – Long race horse? (31-10-2023)
Yes. Good report. This can be a great turnaround story. But I guess market is not willing to give it a premium because still its loss making. Maybe once they start posting consistent quarterly net profits, market will upgrade it.
Personal thought. Just tracking.
Gati – Long race horse? (31-10-2023)
Yes. Good report. This can be a great turnaround story. But I guess market is not willing to give it a premium because still its loss making. Maybe once they start posting consistent quarterly net profits, market will upgrade it.
Personal thought. Just tracking.