I am interested. Thank you.
Posts in category Value Pickr
Numbers and Narratives: A Simple Discounted Cash Flow (DCF) Model for Equity Valuation (25-08-2023)
Sir can you tell us which valuation metric is suitable for which company. Some companies which trade at 9x book and 6x PEG are only who are trading at 1x sales. ??
Add-shop promotion- “entered into fmcg” (25-08-2023)
Company is looking good and currently available at value buy (at price to book of 1 and ROE at 26.2% and Return on Market Cap is 17%) and compare to other expensive valuation of small cap stocks. Thanks for sharing i am buying small quantities and doing the further research.
Govind’s portfolio (25-08-2023)
Sir Can you provide NAV based calculation on Google Sheet?
Its difficult for us to make it from scratch.
PI Industries – Superior Business Model (25-08-2023)
Company’s reply on it…” the situation is entirely under control and there is no
cause for concern”.
Need help to calculate stock returns (25-08-2023)
Sir Can you provide NAV based calculation on Google Sheet? Its difficult for us to make it from scratch.
Optiemus Infracom – How much business Blackberry is going to bring for it? (25-08-2023)
Globally what happens has little to do with it.Dixon sales at 2.5x ,kayness at 10x . Oil is free in Venezuela or cheaper than water in middle east does not mean it would be free in India .Similarly wistron listed in Taipei and operating mostly in taipei cant get same multiples as dixon in India. Uniqueness and capital market strength has a lot of influence which can’t be ignored offhand .
Krishca Ltd : A SME offering steel strapping Solution (25-08-2023)
@nikhil_chowdhary @nityanandparab @Rahil_Dasani @Vallinayagam
Do you have some information about the rules related to post shareholding, post IPO when it’s a must to be published.
Any senior members who have a good knowledge about the rules and procedures, I tried my luck finding articles on web but couldn’t find. Any Guidance will help here, where to find this type of information.
Indiabulls Housing – A compounder from here? (25-08-2023)
Please be specific. I already read their concalls. I understand what company is doing, but did not understand what you are trying to convey.
Company is in B2C segment as its major business for its entire history. You are saying they are entering. Only difference from past to present in retail book is now they are lending loans via co-lending
Company does not provide FLDG for any of the loan its originates. But not sure, why you are bringing FLDG again and again