Can someone explain me why EPS is down by 50%yoy Fy24 over Fy23 when the PAT is down by 34%.
market cap is at 5800 crores while Full year PAT is at 203crores this should work out to PE of 29x, However screener shows PE of 40, why is this so?
I see there is no dilution of equity capital either
Posts in category Value Pickr
PDS Limited – A platform for entrepreneurs (14-05-2024)
Zomato – Should you order? (14-05-2024)
The gov you have taken as for zomato it does four sorts of gov - food delivery,household delivery,hyper pure and one more is it same for doordash
Mangalam Organics Ltd. – A promising Pine chemistry story (14-05-2024)
Can someone share the gum turpentine realisations as of now ? Margins for camphor makers depend on gum turpentine realisations.
Wonderla Holidays (14-05-2024)
Wonderla chennai location updated in google map. In satellite view could see the work in progress. Expected to complete on June 2025.
Walchand Peoplefirst Ltd Dale Carnegie master franchisee (14-05-2024)
The Capacity Building Commission floated a tender for training between 1000 and 50,000 people for which Walchand Peoplefirst Ltd was one of the bidders.
See the tender details:
(Tender no 6)
https://cbc.gov.in/tender-archive
The bids were to be opened today at 12 noon. I do not know if Walchand Peoplefirst got the contract:
https://cbc.gov.in/sites/default/files/tenders/OM_LSI_0.pdf
Walchand Peoplefirst had some queries which they wrote to CBC. They have added them to their website for transparency:
https://cbc.gov.in/sites/default/files/tenders/CBC_Response_to_pre_bid_queries_LSI_2912.pdf
This gives information about the scope of work:
https://cbc.gov.in/sites/default/files/tenders/Rolling%20Tender%20Notice_RFE_for_Design_Development_Implementation_of_Large_Scale_Training.pdf
The bidders were asked to quote a per-day fee for training between 1000 and 50,000 people.
The lowest bid would be accepted.
See https://cbc.gov.in/sites/default/files/tenders/Rolling%20Tender%20Notice_RFE_for_Design_Development_Implementation_of_Large_Scale_Training.pdf
I will post an update here if I find out whether Walchand Peoplefirst got the contract. It seems to be a large contract. If they get it, it is likely they would have to inform the stock exchange.
AKZO Nobel – A sleeping giant – preparing for next wave of Growth (14-05-2024)
Hi @dd1474 anywhere you shared your Top 15 holdings?
Mutual Funds I am investing (14-05-2024)
Good thinking process to start with. IMO you can look either of the following two funds 1) Groww Total Market Index Fund 2) Motilal Nifty 500 Index Fund.
Either of these will cover the broad market comprising of all caps Large, Mid, Small. So no need of unnecessary keeping headache of all different kind of funds in PF. In long term of 15-20 years Index will beat active funds. And sum total of returns will be more or less remain same in the range of 15% in either option.
Easier said than done. The investing evolves over a period of time so keep learning, churning till you get your desired fit and comfortable candidate in 3 to 4 years of time frame. I learned that investing needs periodic monitoring and there is no holy grail.
VK
Disclaimer: Not a SEBI registered advisor. Invested in PPFAS and Groww MF since inception.
Mutual Funds I am investing (14-05-2024)
When you are investing in mutual funds, your objective is to get 12-15% returns. Since we dont have Total Market Index…through these funds , you are trying to invest in top 750 companies. Within that universe you are experimenting a bit by investing some portion in Factor index, some in momentum and some active funds. Next 10-15 years, we dont know what will be the scenario…whether Index will perform or Factor index will perform or momentum will perform or active funds will perform…Hence we are putting some portion in all segments…to get the bite of everything.
For direct stock investing , you can always research and track in 15-20 companies…