Results have just come out. No complaints except reason for rise in other expenses. Revenues have really increased and I can excuse temporary dip in bottom line when company is in high growth mode. Their finance costs have also increased a bit. https://nsearchives.nseindia.com/corporate/Signedfinancials_24052024142750.pdf
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (24-05-2024)
I have an interesting, but at the same time, Very scary idea. I am very long on Gold and want to maximise my returns, but due to lack of capital, this made me think if I know that gold is about to give a very great rally in Near coming future, how do I get most out of it? So should I use futures of gold, which lets you take the leverage for your position? for example in the very basic terms. It is the same asIf you put ₹10, you can buy the asset which is of hundred rupees. do share your POV, so it helps me to take-or not my positions accordingly.
Dataset Request for Backtesting Magic Formula (24-05-2024)
Hi nikunj patel,
Did you follow up your investments on magic formula ?
can you share any results ?
thanx.
Yatharth Hospital & Trauma Care Services Limited (24-05-2024)
- Good set of numbers. Management to maintain same level of growth in the topline & with stable EBITDA margins.
- A new hospital in Faridabad which consist of 200 beds has been acquired which has started its operations. Occupancy of this hospital will soon (~1 year) reach the same as of Jhansi-Orchha’s levels. This will not impact in overall EBITDA margin.
- Bit concerning on the balance sheet side as receivables gone up to Rs.227cr from Rs.108cr due to high contribution of Govt business mix (35-40%) & also due to Elections the payments are delayed from governments end.
- Management commented that receivable will improve in coming quarters & working on to keep it on lower end.
- Management is focused on improving ARPOB & International business as the volumes are increasing in it, not much focused on payor mix.
- Finding opportunities to expand in North India.
StageInvesting +Elliot Waves (24-05-2024)
@StageInvesting In my experience with technical, never buy 10-15 days before result update.
Loss in expected profits is always better than seeing stop losses getting triggered
Piramal Enterprises Ltd (24-05-2024)
In my case i have lost confidence in the books. They kept saying adequately provided and keep providing more. This year showing pockets of value against upcoming write offs was the last straw on camel’s back for me at least.
Piramal Enterprises Ltd (24-05-2024)
Great work @startupfundas for keeping us updated. I was sceptical that they would respond, but they did.
It looks like PEL’s write-down sage is never-ending, but the management has a point as well (if you want to believe them).
As per the last call, Jairam mentioned that the company is not evaluated on SOTP, and the market is not giving any value to other unrealised assets. Hence, they are completing writing it off and starting a book fresh. This is again chicken and eggs situation. They are writing down assets, hence the market does not believe it and visa versa too.
Hopefully, it will be majorly over (never say never for PEL) this year. It looks like they will do another 2/3K write-off in Fy25; hence, there is no trigger for the stock for FF25(CMP 820).
Indotech – A turnaround story? (24-05-2024)
The strike comes to an end, factory operations have been restored.