How the intrinsic value of shares is calculated? Also please explain what factors to consider for calculation of intrinsic value of BFSI sector?
Posts in category Value Pickr
Srivari Spices and Foods Limited (29-08-2024)
There is nothing good or bad in rights issue. I was expecting rights issue @ Rs. 100… They are offering @175. It is good in the sense that the company will get enough capital to sustain the growth for some time. Once they reach a topline of 150-200 crores, they will be able to generate a profit of Rs. 20-25 crores, which will be sufficient to sustain growth without much capital dilution.
It is also good as it shows that the management is valuing it’s shares properly.
Let us see how they perform in H1-2025.
The Anti-Portfolio (29-08-2024)
48x combined portfolio gain means CAGR of 163%, that’s really very good or my mathematics is poor here 
Rajesh’s portfolio (29-08-2024)
hello sir ,
is it right time to enter kore digital or i missed the bus!
i am new here on this thread as well in markets.
The Anti-Portfolio (29-08-2024)
@vikas_sinha ji just wanted to check your views on latest developments in Exicom. They recently announced acquisition of Tritium (a big global player in EV charging that declared insolvency in Apr-24) for 300 cr and are now raising 125 cr in debt for the same . I personally find this debt funded strategy for international expansion a bit too agressive given that they just raised funds through IPO? Also, since Indian EV market itself is at a nascent stage, wouldn’t they have been better off focusing on domestic market itself first? Further, I’m a bit worried by their Q1 results, especially the QoQ and Yoy decline in EV segment revenues.
Would love to have your thoughts. I am personally invested in this one, but a bit worried with these recent developments.
Atam Valves Ltd (AVL) (29-08-2024)
The “plant & machinery” is only 2.83 crores as per march 2023 balance sheet ? Where is the disconnect ? Are the factory and foundries leased ?
Kilburn Engineering – Huge undervaluation (29-08-2024)
“So, the promoter group is basically two parts. One part is the promoter group from the Khaitan family, which has been the erstwhile promoters as well. And then we have had a strategic investor who has invested by the name of Firstview Investments. It’s an investment arm of the OCCL group, which is Oriental Carbon group.”
The presence of OCCL / Goenka group augurs well for the company.
Srivari Spices and Foods Limited (29-08-2024)
We were expecting 1:3 dilution and price 100 earlier. Is this better or worse?
Rough calculation
Current price 303.55
Price after 1:5 dilution 243.2
Issue price 175
Discount 39%
Srivari Spices and Foods Limited (29-08-2024)
The company has announced rights issue at the price of Rs. 175 a share, in the ratio of 5:1, i.e. one share for every 5 shares held on record date.
SSFL_29082024163031_Outcome_Board_Meeting_29082024.pdf (1.7 MB)
The company will get around 25 crores from the right issue.