We don’t know their time horizon, what if they’re riding the IPO momentum and have no plans to stay invested? Borrowed conviction is useless anyways without understanding their actual thought process.
Posts in category All News
SEBI lens on IPO pricing as more firms tap market (03-11-2024)
Regulator evaluating if pricing aligned with listed peers
Samajwadi Party’s real agenda is Muslim appeasement, supporting jihadis for vote bank: UP Deputy CM Keshav Prasad Maurya (03-11-2024)
Uttar Pradesh Deputy Chief Minister Keshav Prasad Maurya accuses the Samajwadi Party of Muslim appeasement and supporting jihadis for vote bank politics. He criticizes Akhilesh Yadav’s PDA concept, linking it to dynastic politics, as bypolls approach in the state.
Burger King ~ Whopper of an Opportunity (03-11-2024)
I got the gist of it. And I am not able to disagree. 
Burger King ~ Whopper of an Opportunity (03-11-2024)
Regarding Indonesia side they have stop opening new restaurants there till situation improves (they said they can do 15% ebita over there)
Lets hope in the next few quarters they do
Burger King ~ Whopper of an Opportunity (03-11-2024)
We are getting these valuations cuz of uncertainty only.
I think in the next 10 years time frame RBA will do better than other QSR in stock price CAGR
My rational: with per capita income increasing(with 7% we will double in 10 years)
QSR sale will go up n RBA will benefit.
At current valuation we get better margin of safety compared to other QSR.
Debt wise in the con-cal they said they will update in the coming quarters regarding how they will raise money.
With 700 restaurants after 2 years they will try n get profitable next.
I think it a bet worth taking n if u do want to bet on this QSR thing RBA at current value is a good buy
Ps- i have a lot to say but im not very good at expressing myself