Hi, Can you clarify Point 3? Where can we get this info (promoter’s contribution and vacant properties)
Thanks
Hi, Can you clarify Point 3? Where can we get this info (promoter’s contribution and vacant properties)
Thanks
How will this change the current working excel?
Please explain @visuarchie
I was going through some articles and video where they have clearly indicated that EMA is a better indicator than DMA. This gives more weightage to near data than old data.
Hence, from next week onwards, I will use 50EMA and 200EMA data as indicators.
This will be applicable to both momentum pfs.
I was going through some articles and video where they have clearly indicated that EMA is a better indicator than DMA. This gives more weightage to near data than old data.
Hence, from next week onwards, I will use 50EMA and 200EMA data as indicators.
BKT came out with good results, with improvement in profit margins. It just crossed its 3 year and All time high. Looking good on both technical and fundamental fronts. Any expert opinion on the set up please? @hitesh2710
The time has arrived (Again)
Vinati reported better than expected results in Q4FY24 with highest ever quarterly EBITDA. While YoY performance is flattish, there has been significant improvement sequentially. The company seems to be back on track after 3 quarters of weak performance. After 3-4 quarters of subdued demand in ATBS due to destocking by the customers, ATBS has shown strong recovery. Though the company has been diversifying into new products, ATBS still remains largest profit contributor.
Even if one conservatively assumes, no further sequential improvement in the quarterly profit for next 4 quarters, FY25 PAT could increase by 29% (to Rs.104.5crx4 = Rs.418 crore). There are further triggers for revenue and profit growth for forthcoming years due to expansion of ATBS (by 50% of existing capacity) as well as for few other products getting completed during FY25 and ramp up/recovery in other molecules.
Management has guided for 20% revenue CAGR for next 3 years and indication of stable EBITDA margins. This looks achievable with possibility of positive surprises in my personal view. The stock return has been zero during last 3 years due to subdued earnings, delay in expansion projects and significant jump in stock price in earlier years. However, worst seems to be already over and there is visibility of earnings growth resumption. TTM PE is 53x, 5-year median PE is 48, 10-year median PE is 36. Stock may optically appear expensive on TTM earnings (which were depressed); BUT demonstrated track record, cost leadership and more importantly visibility of decent earnings growth, make me positive about the prospects.
Disc: Invested. I am not SEBI registered Advisor/Analyst. My view may be positively biased. I am not suggesting any investment action. The information provided above is for education purpose only.
Mine is the same as yours @visuarchie sir. Thank you!
Hi @HarshVijay frankly I don’t have much idea. Had looked at it due to recent IPO earlier but gave up since had just picked up Shilchar in the transformers domain. It’s looking more diversified than Shilchar but I would be little wary of marketing terms used like solar and wind transformers as if they are somehow speciality types. Ignoring any more details and what looks like increase in gross block. At the end of the day capital goods are very cyclical afterall so bit risky.
DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.
Add brightcom to it as well in this types of modus operandi. As mentioned, there were PW issued to many shady entities and sales rose and story of adtech, quantum and other rosy things were told to retailers and they bought in a whale in the form of SS!
EvoLve theme by Theme4Press • Powered by WordPress & Rakesh Jhunjhunwala Latest Stock Market News
The Most Valuable Commodity Is Information!