Can add ~100 cr worth of exports on top of it
Posts in category Value Pickr
Yatharth Hospital & Trauma Care Services Limited (14-09-2024)
RoE is not a great way to look at this. ROCE is since capital is equity + debt and all hospitals can very well take on some debt instead of diluting. For FY24, their ROCE was 32% – much more than their annual revenue growth (29%).
Also, the business overall has significant op leverage in 4 of its 5 hospitals (excluding Noida), because of which profit growth should be higher than revenue growth and hence they should be able to maintain if not improve upon their ROCE.
I don’t think dilution is or will be a concern.
E2E Networks Ltd – Listed small Cloud computing player (14-09-2024)
While i agree that power requirements for DC will increase a lot, but DC as a customer segment is just a fraction of revenue of the for power companies, so I dont think DC growth will have any material impact on them.
Better proxies would be specialized cooling solution providers, electrical equipment providers (again limited impact) etc
52 week highs and all time highs strategy (14-09-2024)
A lot of stocks in chemical sector after the first round or two of upmove are taking a pause and some are doing retests at key levels.
Another example is OAL, oriental aromatics ltd, where retest of key breakout at 503 is taking place…
52 week highs and all time highs strategy (14-09-2024)
If you see Panama petrochem, is also in a range for quiet sometime, only difference i see between charts of panama and manali, is panama has not corrected much. Sorry i am talking purely on chart based I have not gone through any fundamentals
Gravita India success story (14-09-2024)
There is sudden momentum in the stock. Tried looking for the reason but couldn’t find anything solid. What am I missing?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (14-09-2024)
When can we know about government decision for Sugar exports to be allowed for this new season. OR are they going to continue with the export ban?
Kotyark Industries – Only Listed pure Biodiesel Player (14-09-2024)
Queries were sent to CS post release of AR. 2 reminders have been added on top of it. No response.
A super simple way to find good companies (14-09-2024)
Hi insider trader
You could visit hitesh bhais thread for some of the ways to identify multibaggers. He has made a video and posted the link there. While no method is foolproof , he has summed up the process nicely. As you can see this post is over 6 years ago and a lot of water has passed under the bridge since then!
Identifying multibaggers has become an industry with its own separate ecosystem with all kinds of characters dubious and genuine involved. Our own Hitesh Bhai has been making diligent efforts to educate investors and his thread is a great starting reference for you to get a grip on the nuts and bolts.
Screener.in has some good screens as well made by veterans like Ayush who have been in space for longer than most of us. You could also visit the Chintan baithak thread and look at the presentations for some practical knowledge.
Abhishek Basumalick is also a systems guy and his thread also offers very good details about methods and strategies.
Finally, fundoo professor blog of prof Sanjay Bakshi is the gold standard on high quality reading on investing. Sir doesn’t post often nowadays but each of his posts are worth their weight in gold and he has recently posted on Shriram finance
All the best
ValuePickr Surat (14-09-2024)
Pl DM me for Surat meet if any.