Posts in category Value Pickr
My portfolio updates and investment journey (25-05-2024)
Sir plz share your thoughts on peg ratio on which type of company you went for higher peg is their any criteria to do so.thanks
Making of Value Investor (25-05-2024)
Is this a joke or what
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (25-05-2024)
@anna What do you think about Tanla? It seems that the stock’s performance solely depends on Wisely ATP. ATP, though authentic and a deep value product, faces regulatory issues. Your analysis has been pretty good on Tanla. What do you think the future holds? And is it cheap at 20PE?
Antony Waste – Long Term (25-05-2024)
True. Can anybody help me with this? In their business update, they mentioned that their operating revenue grew by 14% this quarter, but according to the results, it’s barely 5%. Similarly, for the entire FY24, the business update claims a 17% growth in operating revenue, but the financial statements show it’s barely 2%.
Best Agrolife – Think Big, Think Best! (25-05-2024)
Yes, they are just using public funds in a very wrong manner. The company they acquired they already are partners and have given astounding valuations and using public funds to acquire them. All of this is just wrong. Would heavily tell anyone to avoid this company.
Cochin Shipyard – No more Cheap (25-05-2024)
I get it. Invested in some defence plays myself at lower levels. My point was not on orderbook but a broader point that on avergae shipyards/defence psu have significant issues on execution, and margins.
At CMP entire PSU defence pack is overvalued. One year back all these plays were at buy levels. Now not so much. We are fast approaching levels where to sell and invest in other sectors of economy would pay better results over next 1-2 years. Anyway just a point of discussion.
@itsnotraunaq [quote=“itsnotraunaq, post:118, topic:33814”]
Hi can anybody explain what does RFI/MidStage Order Pipeline of ₹84,000cr means? How soon do these potential orders go from RFI to RFP? Will Cochin have to bid for these projects i.e. are there other players looking to grab these orders as well?
[/quote]
RFI to RFP is a process of 1-3 years depending upon project importance/ JV and Licensing deals. While most do go thorugh, there is always a 10% project delay/ 5% drop due to changes in MOD planning.
Antony Waste – Long Term (25-05-2024)
Result looksling good just because of negative income tax
Cochin Shipyard – No more Cheap (25-05-2024)
I am not sure , we will have to check up on this.