Ameya ( @finstor85 ) has very informative thread on this … read below
Posts in category Value Pickr
Mahindra CIE – Rare combination of Opportunistic and Long Term bet (26-07-2022)
MAHINDCIE Q2 CY22 Result Update!!!
Muthoot Finance (26-07-2022)
Just a query…Generally everybody says that in the long run, Share Price should follow the earnings. If that is so, Muthoot Net profit CAGR for 10 years is 16% while its share price CAGR for 10 years is 24 %…Now since the business is stable and secure, may be 2% difference is understandable but why 8% difference??
similarly for Pidilite, 10 years Profit CAGR is 14% while 10 years CAGR for share price is 30%…Why so much anamoly? or I am missing something…same is the case with Nestle.
In muthoot case, is it reverting to mean? And if so, does it mean that even pidilite and nestle will also revert to mean in near future?
Laurus Labs – Can Business Transform to Next Level? (26-07-2022)
Don’t you need to add Investments to Non-operating assets?
Sandur Manganese (26-07-2022)
This is NOT a loss to you. Suppose you used to own 100 shares as of yesterday at the closing price of INR 3300. Today is the first day the shares are trading without the rights benefits. Since the number of shares would be 3x after the rights issue, the price today became 1/3rd (market cap should be same as of yesterday). Hence you see the price today of INR 1100-1200.
Within a week or two, you would get 200 “Rights Entitlements” in your demat (2 for every share you used to own). The price of each would be - (Market Price of the ordinary shares - 10). 10 is the rights issue price. You could sell the rights entitlement in the open market or as you stated, if you wish to keep your invested amount same then subscribe to the rights issue by paying up INR 2000 (200 rights entitlement * 10 rights issue price).
Below are my current portfolio, Suggestions/books to learn the market with bottomline or professional way to set our strategies? (26-07-2022)
Thanks for your time on reading my post and sharing your feedback, i read psychology of money book,its worth reading and changing the market approach now
Muthoot Finance (26-07-2022)
But that’s the market’s perception (including me) which might be wrong though. Just like Krsnaa diagonistics is down more than 50% on the anticipation of Increasing competition but the truth is Krsnaa operates in ppp model where no other competetion comes even close to them.
Tejas Networks – Product based IT business in a favored sector? (26-07-2022)
As per this news, its a D-to-M or direct to mobile concept. Basically they will allow mobile manufacturers to embed a chip into handsets for accessing broadcast radio head developed by the company.
Basically what I understand is they will sell this to handset manufacturer to be inbuilt into phones.
Until they disclose more, nothing is given out.
Muthoot Finance (26-07-2022)
Banks are not exactly a competition.
Sbi interest rate is 7%
Muthoot is 12%
The customer base is different.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (26-07-2022)
While you can see significant progress in our strategic focus areas, we have had operational headwinds in Q1. While our revenue grew 28% YoY in a seasonally weak quarter, we had pressure on our profitability. Our EBITDA and PAT margins are industry-leading even at Q1 levels, but it is lower than the levels we have operated at in the past. We have delivered 20%+ EBITDA for the past 5 quarters and that is the level we continue to aspire for. Our operational headwinds in Q1 is due to a combination of external and internal factors:
Market disruption: We saw market disruption of pricing both in NLD and ILD business in select customers which impacted our EBITDA. We have been quick to respond by taking an approach of making focused investments on our priority customers. We are confident that at the end of this cycle, we will come out stronger with our customers and be able to get back to better profitability systematically over the course of this financial year.
Legacy systems and infrastructure modernization: From an internal perspective, we had some challenges in scaling our legacy infrastructure as our volumes have scaled substantially over the years. We have used this opportunity to completely modernize our legacy systems and infrastructure to the highest standards. We had an impact in Q1 on EBITDA, but we do not see this impact going forward.
Forex impact: The sharp depreciation of the Euro against the USD had an impact on EBITDA.
More details here