Hotel industry is always capital intensive.
I will probably add 2 points in your assumptions :-
The appreciation of real estate/rooms , which is usually ~7%(could be more being in Bangalore)
So, net interest would be 3% which would come around 6 Cr.
From last 2 year OPM% of Samhi is ~30% and will probably remain at around 25%
So considering 2 points above the deal seems fair.
I invested in China based ETFs instead of picking individual stocks through the IndMoney app.
Went for the Class A etf and Large Cap ETF.
@bhagath Hello, I have talked about these points previously also.
When we invest and create the portfolio, we start with equal allocation. Therefore, as you mentioned, if you had BASF in your list, you would need to start with 8200 x 10 or 20 or 25 depending on the number of stocks in your pf. If you do not want to start with this amount, you can ignore this stock and go to the next one in rank.
Check out the message on the work done by @VeeraBrahmam on automating this. He did it using yfinance as Google Finance would not allow python programming. We found some issues in the closing price of stocks as compared to NSE or GFin. I think he has managed to overcome as he is able to get the same ranking of stocks. He might be able to elaborate on how he did it.
True… They said on group level
Here is a short list – name, ticker and exchange.
Ticker: BABA
Exchange: NYSE
Ticker: JD
Exchange: NASDAQ
Ticker: BIDU
Exchange: NASDAQ
Ticker: PDD
Exchange: NASDAQ
Ticker: NIO
Exchange: NYSE
Ticker: XPEV
Exchange: NYSE
Ticker: LI
Exchange: NASDAQ
Ticker: NTES
Exchange: NASDAQ
Ticker: TME
Exchange: NYSE
Ticker: BILI
Exchange: NASDAQ
Ticker: TCOM
Exchange: NASDAQ
Ticker: ZTO
Exchange: NYSE
There are a few banks also, listed as ADRs – China Life Insurance, China Merchants Bank, Bank of China, China Construction Bank, IDCBY.
Happy investing!
Another Indian Company that’s doing very good, I recently met them in Packaging Expo – https://mvsips.com/
Hi @Rajesh_Singh sir, have you made any change in your PF? Any PoV on whether entering in K2INFRA at its current level would make sense?
Thanks in advance for sharing your thoughts 
It would be interesting to see if Bhavish’s behaviour on twitter will have an impact on the share price tomorrow. Every second post on my feed is yet another person calling him out.
