- Is asset quality of a lender subjective? What other factors one should consider except GNPA & loan mix to asses the asset quality?
- Can we get Annual reports of the years before a company was listed? If yes, where can I get them?
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (27-07-2022)
Indian Energy Exchange (IEX) (27-07-2022)
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Stock X - TTM - 3500Cr, MCap - 3,00,000Cr, 5 year median PE - 65
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IEX - TTM Profit - 300 Cr, Mcap - 1400 Cr, 5 year median PE - 35
Filatex India Ltd (27-07-2022)
Q1FY23 Results:
- Revenue up 45% YoY but operating probits and Net profits are down. NP declined by 17%.
- Underwelhming performance mainly due to high crude prices exacerbated by the Ukraine war and the company’s inability to absolutely pass in the inflation to the customers.
- It is intriguing how the company will fair in this high inflation environment.
Does anyone know how Filatex can develop pricing power? Is it just a function of size?
And what are your views on management’s decision to buy back shares, preferentially from promoters, at 140 even though the open market prices were lower? Is there any substance behind the IT raid? @Chins
Laurus Labs – Can Business Transform to Next Level? (27-07-2022)
Though results are fantastic, i would like to caution that this bump in CDMO may be due to the large order they won few months back. They didn’t divulge any details but there’s a talk that’s it’s pfizer paxlovid (COVID oral drug) . If they are stocking up the drug then it might have caused the bump. Like COVID stocking of ARV drugs this might be another one off. This is my view.
Disclosure : holding since August 2020.
How to find % of shares available in market once IPO is issued (27-07-2022)
I found below page in DRHP:
Here for example, I will calculate rough outstanding % available in market as
1,233,552,631(Offer of Equity Shares of face value of ₹ 1 each row)/7,845,179,676 (Equity Shares outstanding after the Offer row) = 15.7%
Dixon Technologies (27-07-2022)
Q1FY23 Result- Management Comments
a. Commodity prices softening. This will help in bottom line expansion but revenue will also get softened as they will need to pass the benefits to their customers
b. Management looked cautious on guiding the growth and 17000Cr Revenue looks stretchable
c. 6500-700Cr revenue from mobile division in FY23
d. Management guiding 35-40 percent growth
e. Washing machine segment EBIDTA margins can expand to 9% in coming quarters
f. Tieup with Google for android code on TVs will help in ODM segment for TVs
g. Acquisition of a company which has product line of bluetooth and wireless control for LED segment. This functionality can be extended to other segments like fans also
h. 310-320Cr Capex planned for FY23
i. Export of LEDs started to UAE
Shivalik Bimetal Controls Ltd (SBCL) (27-07-2022)
If I am not mistaken, the figures are in Lakhs. Hence it should be 7.7Cr not 77Cr and similarly.
Regards,
Raj
Disc: Invested and no transaction in last 6 months.
Shivalik Bimetal Controls Ltd (SBCL) (27-07-2022)
So the company won’t need money for working capital requirements ? Lots of companies have big investments and yet take debt just like lots of people take home loans even if they have savings to buy outright. I also do not see merit of taking home loans if some has the money but that does not make them crooks .
How to find % of non-promoter holding once IPO is issued (27-07-2022)
Hi Members, Apologies in advance if this is basic question as I am new in investing. I want to know how much % of company will the public/non-promoters will hold after an IPO is issued. Shall I calculate it from Prospectus like:
% of non-promoter holdings at IPO issue = (Fresh issue + Offer For Sale)/(Total shares)