I am new to this whole field of investment. Please can anybody let me know how to do future valuation of a company; and also is there any website where I can get the information about various industries and leaders in each industry. Thanks.
Posts in category Value Pickr
Smallcap momentum portfolio (14-07-2024)
there are some difference in ranking of stocks
6 month date: 12/01/2024
12month date:14/07/2023
COCHINSHIP
JAIBALAJI
GRSE
HUDCO
ANANDRATHI
POWERINDIA
NBCC
SCHNEIDER
BLUESTARCO
JWL
AEGISLOG
ARE&M
VGUARD
SIGNATURE
GODFRYPHLP
TITAGARH
IRCON
EXIDEIND
SOBHA
APARINDS
can anyone help me with this ? where i am making mistake ?
Apar Industries (14-07-2024)
Thank you all for this insightful thread. Studying this company for sometime now. Need to understand the logic of raising funds to the tune of Rs 1000 crores by diluting equity when :
- Co. has been constantly generating good cash flow from operations year on year
- Co. also has track record of great ROCE which in my opinion means that the company should have used debt if required and pay it off to generate greater returns for their shareholder due to the financial leverage effect.
In my opinion if the sole reason was to meet working capital then it could have been met through debt and it would have been better for the shareholders and if it was to get good set of investors such as mutual funds to boost the confidence of other shareholders then they could have done the same by selling some portion of promoter shareholding to these funds just like Sharda Motors did recently.
Please enlighten.
ValuePickr- Mumbai (14-07-2024)
Hi Manish,
I am interested to join the group. I am based out of in Mumbai. Let me know the procedure to join
Carysil (earlier Acrysil) – Kitchen sinks (14-07-2024)
The company has recently done the capex. As the company earns and repayment their borrowings. So debt to equity came down
Oriental Carbon and Chemicals Ltd (14-07-2024)
I’m relatively new to stock analysis. So, please bear with my basic level questions.
Below is a screenshot from FY2022-23 Annual Report,
- Is the 75Cr Trade-Receivable part of the total Revenue of 456Cr?
- If yes, shouldn’t the 75Cr be removed from Cash-Flow statement as it is yet to be realized?
- If no, where is the Trade-Receivable accounted from previous year in this year’s cash-flow?
How to register with SEBI as a Research Analyst? (14-07-2024)
You do have a point. The only way to test this hypothesis is to apply for RA registration with a PG degree/diploma from non-finance/non-accounting fields.
The SME portfolio (14-07-2024)
Apart from the RHP, there is no information regarding the customers.
In the RHP they haven’t provided in any information with regards to who are there customers.
Concentration is as follows:
The data here is of prior periods and it may have changed post listing.
Also, it is highly unlikely that any information will be provided in the Annual Report.
The only way to obtain the information is through meeting management in AGM or through mails/calls if they agree.
ValuePickr- Mumbai (14-07-2024)
I am interested to Join Mumbai Group