Net losses for the quarter are estimated to narrow to around Rs 6,300-6,400 crore, according to three brokerages. Revenue is projected to increase by 5% year-on-year in the September quarter. Sequentially, analysts anticipate solid growth in revenue, operating profit, and ARPU (Average Revenue Per User) for the telecom company.
Samhi Hotels – Turnaround with Tailwinds (12-11-2024)
Markets love a de-leveraging storyline. Once the index level carnage stops, we can expect some upside, till then I don’t expect any relief.
SG Mart- Can it successfully create a marketplace? (12-11-2024)
Completely agree with you. If I compare it to Zomato. They have price to sales of 14.6 and PE of 311 and they are a 14 year old company and this is a 2 year old company.
ECBs by Indian cos contract 1.1 billion in September: RBI data (12-11-2024)
External commercial borrowings in September dropped by $1.1 billion to $4.8 billion. Financial services led the borrowing activity, with Power Finance Corporation raising $1.06 billion. Other key borrowers included Shriram Finance and Cholamandalam Investment.
PN Gadgil Jewellers Q2 Results: PAT soars 59% to Rs 35 crore, revenue up 46% (12-11-2024)
P N Gadgil Jewellers reported a 46% revenue growth to Rs 2,001.3 crore in Q2 FY25, with a 59% increase in PAT to Rs 34.9 crore. Strong festive demand, lower gold import duties, and a successful flagship event drove the performance.
Marksans Pharma- Can it be the next Pharma Biggie? (12-11-2024)
As usual good set of results. waiting for tomorrows press conference for more info regarding backward integration and M&A news. share price may not react much because of rich valuations already.
Market Trading Guide: Ramco Cements among 2 stock recommendations for Wednesday (12-11-2024)
FII-driven selling pressure continued to weigh on domestic markets, with indices closing lower. The strengthening US dollar, driven by “Trumponomics,” and rising domestic inflation, fueled by increasing food prices and a depreciating rupee, are impacting sentiment and may influence the RBI’s policy.
Jindal Drilling – Beneficiary of a sustained offshore upcycle? (12-11-2024)
“And one more question on the personal level, in your opinion how much of the growth has already been baked into the CMP (in terms of percentage)”
Hard to comment on this question and I’ll be just speculating or betting on/against the market which will be just pointless. For cyclical stocks and that too in this business where even cycles are unpredictable or unevenly spaced, margin of safety has to be healthy and there views may vary depending on one’s own outlook (bullish/bearish) on the sector, risk appetite and time horizon.