Rivigo B-B express (mahindra logistics) is not growing profitably either. Their gross margin had a massive slump in fy24 (snap from their q4 presentation. (First set of values on the top are revenue and bottom values are gross margin)
Posts in category Value Pickr
Smallcap momentum portfolio (09-06-2024)
@visuarchie sir, I have got below list for next week based on Ranking, Could you pls post your list so that I can compare.
12Months:09/06/2023
6Months: 08/12/2023
JAIBALAJI
COCHINSHIP
ANANDRATHI
HUDCO
POWERINDIA
JWL
SOBHA
SCHNEIDER
MOTILALOFS
EXIDEIND
KPIL
BLUESTARCO
APARINDS
NBCC
SIGNATURE
GODFRYPHLP
BRIGADE
GPIL
EIHOTEL
SWSOLAR
HINDCOPPER
Lincoln Pharma … the next mid-cap pharma in the making …? (09-06-2024)
Is this branded generics or is it more of promotion of their brand? I mean they do not sell the same product with and without brand right?
I see this as more of what Caplin does in LatAm market.
Royal Orchid Hotels – Available at good valuation! (09-06-2024)
Why is stock trading at a low p/e compared to peers. Most hotel stocks are trading at upwards of 50 PE. What is the market discounting here.
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
Congratulations. Good initiative.
Look forward to checking it out in detail.
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
But WACC (cost of capital) is taken as 8.85% in sep-2023 valuation. Does WACC changes with respect to REPO rate ?
If WACC is 7.5% anytime in the next 3 years (high probable event), the share price can stay at Rs100 even if DPU reduces by 20% to Rs10 p.a. This must be considered while investing in PGInvIT.
I too think that asset monetization should be considered as a bonus and not something that can be taken for granted.
Stock: Prime Focus (PFOCUS) (09-06-2024)
Dear fellow investors,
I wanted to bring to your attention a concerning development regarding Prime Focus, a company we have been tracking. As you may recall, the company was supposed to raise funds through a rights issue a couple of months ago, but it appears that the process has been delayed or has not materialized as expected.
I would appreciate if anyone in the community has any updates or information regarding the status of this rights issue. Has the company provided any official communication or explanation for the delay? Are there any rumors or speculations circulating about the reasons behind this postponement?
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
hi
what is the significance of first bought (01/24) column.
regards
Introducing DumbInvesting – Idea generation for buying and selling (09-06-2024)
seems great
thanks a lot