Recent merger of Innovasynth with Innovasynth tech – can you suggest how would you value the merged entity
Posts in category Value Pickr
Great articles to read on the web (20-09-2024)
Good Tutorials, for Technical Analysis
Great articles to read on the web (20-09-2024)
Good Tutorials, for Technical Analysis
The SME portfolio (20-09-2024)
Hi all,
I have done a statistical survey of all the SME listed stocks. The average listing day gains & top listing day gainers, their long term performance; all are evaluated.
The work is published as an Amazon kindle e book (planning to bring paperback copy also) as part1 of this SME series.
Those who are interested in SME world pls give your feedback’s and suggestions 
Those who are not interested to buy can get an overview by seeing the freely readable sample.
Screener.in: The destination for Intelligent Screening & Reporting in India (20-09-2024)
Hi,
You can create your own
Go to :
www.screener.in/ratios/
Click on create new ratio
Name : Forward PE
Description : Provide a Desc for the new ratio
Formula :
In case of Forward PE I am using the below formula : (Feel free to use any other formula)
Current price / (EPS latest quarter * 4)
Save the ratio.
With Forward PE value now available, it can be customised to appear in your stocks main page as well as can be listed with your usual query.
An Example Query to try after creation :
Price to Earning > Forward PE AND
Market Capitalization > 1000
Titan Biotech Limited (20-09-2024)
Thanks a lot for sharing this here.
dr.vikas
Indian Railways 10 Trillion Mega Capex Plan – Railway Stocks to Ride (20-09-2024)
FM Sitaraman reviews Performace of Railway sector. Urge to meet Budgeted capital expenses target of 2,62,000 crore during 2024-25.
As per recent policy changes, FM is the reviewer of all PSU performance, FM has authority to upgrade or down grade a PSU where the salary of board members would get affected.
She has strictly instructed Railways that the budgeted Capex plan of 2,62,000 crore should be spent in (1) Safety kavach (2) doubling of tracks (3) electrification of tracks (4) Laying of new railway lines (5).Vande Bharat trains & passenger coach.
(6)the Interim Budget for 2024-25 also provided for three Economic Railway Corridors Programmes identified under the PM Gati Shakti for enabling multi-modal connectivity, including energy, mineral, and cement corridors; port connectivity corridors, and high traffic density corridors
Railway is well known for meeting capex target for last two years.
So, all railway stocks and ancillaries are likely to do well.
Dicl: Invested for long term from lower level in a basket of railway stocks. Hence biased. Please do your own assessment before buy sell.
Wonderla Holidays (20-09-2024)
An interesting insight from the annual report is about the bhubaneshwar park for which lease period is for 90 years and annual lease rent is 6 lakhs per annum, also the total lease rent have been paid upfront in a single go!
Azad Engineering – A stock picker’s dream! (20-09-2024)
Great details and I completely concur!
I too have reservations about their capabilities and promises.
I checked the KMPs, effectively there is only one mechanical engineer, others from sales, finance, arts, and a CNC operator as a head of engineering and operations (no offense).
I have a PhD in aerospace engineering and have spent my time in turbomachine design and research. I can say with experience that building/even assembling a complex gas turbine engine takes a lot of experience, expertise, able people, etc even to make the best of the components.
I fail to see the evidence (pictures, videos, build plans, etc.) required for assembling engines in the public domain.
Regarding the finances, apart from nosebleed valuations, as others pointed out, there are big red flags in cash flows, inventory days (1055 days) and high WC.
Disc.: not invested.