Total shares before IPO of NTPC Green Energy Ltd is 750 Cr of ₹10 each.
This site quotes each share at 500 giving the valuation of 375000 Cr before dilution in IPO which is absurd as NTPC is itself valued at 411000 Cr.
Posts in category Value Pickr
Buy Unlisted Shares (23-09-2024)
52 week highs and all time highs strategy (23-09-2024)
HBL Power chart update.
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Daily chart attached shows a breakout from a triangular consolidation that took place between 376 to 612 from Dec 2023 to July 2024.
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Post this breakout, stock went on to hit a fresh ATH of 724.
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Stock again went into corrective phase and went down and tested the 10 WEMA at around 590-600, which also happened to be the region of previous ATH of 612.
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Going forward I have tried to plot a rising channel to see if the stock price follows this channel. We same some similar channeled moves in Shaily, Wockhardt etc and examples of such channeled moves were posted by @dhruvpatel
Disc: invested. not a recommendation to buy/sell.
RIL: Is the ‘Reliance” on ‘Jio’ Justified? (23-09-2024)
But recently Reliance demerged Jio financial. They didn’t go the IPO route. So there’s still hope.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (23-09-2024)
Is there any update on the Dhule plant? It was expected to begin by SEP 2024.
Indiabulls Housing – A compounder from here? (23-09-2024)
Expecting gearing to be 1.5-1.6, ROE to be below 12% for next 3 years, future 3 profits and any sell down of legacy loans to counter the writeoffs of legacy loans. ( this will be off PNL) like they have been doing.
M not focussed on what revenue it will make, i am more focussed on how book will be cleaned. Because thats where profitability metrics will change… It needs 3 years to do all of this.
I doubt investors today in this market has that much patience.
IDFC First Bank Limited (23-09-2024)
Hi, i think few tweeks are needed here.
First – Can you please calculate Tier 1 capital ratio every year – and historically if it has gone down below 13%, IDFC raises further equity. So you cant afford to have lower than 13% tier 1 capital and have to raise funds when it goes down
Second – the ramp down of C2I is too aggressive – management guidance says 65% on a long term basis based on past 2 years of concalls. Any thing below 65% is unachievable.
Third – cost of deposits – why are cost of deposits falling down? Do you think IDFC can afford to decrease interest rates and can still garner the deposits which you have projected?
Just these 3 changes will kill down ROE third year onwards
Since as an investor, we get too biased with our assumptions, its better to take realistic scenario and worst case scenario.
The above three points are realistic scenario.
Worst case is – c2i remaind elevated at 70%, gNPA at 2%, NNPA at 1% ramping down to 0.75%. Fund raising at max 1x BV. Deposit growth doesnt catches up and borrowing starts increasing.
Then probably you will see its not a re-rating candidate actually.
Simple Investing (23-09-2024)
Just to butt in here,
Capital allocation strategy or even finding the right strategy for every individual is a tough task.
Every individual has to identify it over time. Momentum, Fundamental, concentrated bets, or 50 share soup, F&O strategy at the individual level will all depend on one’s personality, temperament, ability to learn, and the power to withstand gains or losses without getting screwed up in the head.
Sundaram Finance Holding – Like a mutual fund of top notch TVS group auto ancilliary companies (23-09-2024)
One thing I have noticed is that Brakes India, Wheels India and Axle India are going to recent exhibitions as integrated solution providers.