It is due to regulation, foreign companies don’t have accurate and high resolution geospatial data. Only Indian companies are allowed to create/own such data. Foreign companies have to license these data from Indian entities. Refer below blog for more details.
Seeking wisdom in the Indian Stock Markets | SOIC
Posts in category Value Pickr
MapMyIndia – The Map Company (13-08-2023)
Is anyone tracking/cloning Superstar investors portfolios? (13-08-2023)
As per the Trendlyne link mentioned in post above, the networth of Ashish is Rs 393 crs on Dec 2015 and Rs 591 crs on Dec 2019. This gives XIRR of 11%
Krsnaa Diagnostics – what is the diagnosis? (13-08-2023)
Operating margins are understood. My point were gross margins. May be product mix playing here.
Dividend Growth Investing (13-08-2023)
Yes, I did. I don’t like this category.
Even though they are supposed to be investing in dividend yield stocks but however they invest in all kind of stocks.
IMO, sticking to Index, Flexi, Small cap funds is better which have broder defenitions and gives FM the flexibility.
Mrs Bectors Food Specialities: Can it beat the industry? (13-08-2023)
Great to see your honesty. May be you can start looking at v-stops in technicals, they seem to work more often than not. A good funda-techno combination could help you not exit stocks just because they have gone to a higher valuation.
Krsnaa Diagnostics – what is the diagnosis? (13-08-2023)
Press release says :-
In terms of financials, our Normalized EBITDA reached Rs. 345 million, accompanied by margin of 25%.
Normalized Net Profit amounted to Rs. 169 million, with margin at 12%. However, the regular EBITDA
margin was 23% and Net Profit margin was 11%. It is worth noting that our profitability margins
experienced an impact in comparison to the previous quarter. The impact on EBITDA is due to the
ongoing expansion activities due to the various projects underway whose revenue contribution is not
commensurate to the expenses being incurred. We anticipate a positive trajectory in margins as these
centres mature over the upcoming quarters.
Krsnaa Diagnostics – what is the diagnosis? (13-08-2023)
Q1FY24 results. Sales have increased YoY 24%, which shows tests volumes have increased, ramp up of Punjab, himachal, maharastar centers etc. But cost of material consumed has doubled. Employee expenses and other expenses, depreciation increase is obvious considering new centers are setup. Cost of setting up new centers, radiology machines cost etc are capitalized. But I think gross margins are getting eroded. Pricing pressure ? Concall will be interesting.
Gross margins 80% versus 90% YoY. It can be pathology v/s radiology mix.
Investing Basics – Feel free to ask the most basic questions (13-08-2023)
They all provide data for the last 3 months, 6 months, 1 year, etc. but not for the specific time range. Ex- I want to search for top gainers from 1/01/2014 to 31/12/2014. I am looking for this type of data.