SCI – Shipping Corporation
Posts tagged Value Pickr
NPST – Technology Provider for UPI Tech (29-07-2024)
@Ajijmortaza Of course if the growth is not as per expectation the stock price will fall, that is true for any company and yes companies like NPST have more to lose if their future plans don’t go as expected.
Their PAT was 21Cr last quarter even if I assume they will do the same in the next 4 quarters their 1 year forward PE will be around 65 (5500/84). If they make 100Cr in profit forward PE become 55. For such high-growth companies estimating last year’s metrics vs 2-year forward metrics can make a lot of difference.
I would say do your own projects and see how these numbers look like 1 or 2 years down the line.
Disc: Invested and Biased.
Voltamp Transformers (29-07-2024)
As long as there is electricity, we’ll need transformers, in my opinion. The likelihood of AI or any other tech replacing transformers is as high as the same replacing motors or turbines or boilers, or battery or any machinery that transforms energy from one form to another.
Smart transformers will be nothing but the same with sensors or other bells and whistles on them but role of transformers in electricity supply chain will remain the same unless scientists discover a new form of electricity which automatically controls itself.
Current capacity is clearly not enough given the order book of existing players and their current capacity utilization (in 90s). And per capita electricity consumption in India is still the lowest globally so directionally demand is going to explode as urbanization trend continues and Indians move up the consumption ladder.
Basic mechanism of transformers is simple and space has been quite small with a few players in it with limited scale of operations. So if this space starts expanding and become attractive to other players, given growth in power demand over several years, would current players like Voltamp, Techno Electric or Shilchar or TRIL be able to maintain their hefty valuations (all trading at 3-7x their historical P/E) amid increasing competitiveness?
That to me is the ultimate question one needs to ask.
NPST – Technology Provider for UPI Tech (29-07-2024)
This platform for sharing your thoughts experience and knowledge of investing.if u don’t need any idea or valuation matrer or u think you are supreme why should u here.go see the the tv business channel makes everyday 500. Best of luck for you.
NPST – Technology Provider for UPI Tech (29-07-2024)
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52 week highs and all time highs strategy (29-07-2024)
PONNI SUGAR ERODE cmp 545, perfect Breakout Retest and now Bouncing
Promoter holding Up 5% Last Qtr
Retail holding Up by 4 % Last Qtr ( HNI likely )
Gothic Corp last 158473 Sh pending = 1.84 % Eq
almost 10 % Eq Selling Absorbed and Stock made All Time Highs !!
Mcap Rs 450 Cr, Reserves 543 Cr, DEBT FREE Sugar Company
Investment : PONNI HOLDS
Seshasayee paper 88 LK Shares cmp 345
High Energy Battery 14 Lk Shares cmp 790
i had heard Sugar Sector has a history in new Breakout Cycle
NEW Stock gives biggest returns
this time likely PONNI , first sugar stock which touched Life Highs
Small Mcap + Small Equity + Low Float perfect Sweet Recipe
NPST – Technology Provider for UPI Tech (29-07-2024)
If you are worried sell what you hold. If you dont hold dont buy. Dont see what is the worry in either case 
See the growth in UPI. Its a play on UPI.
As for your question if I hold? Off course I do…
NPST – Technology Provider for UPI Tech (29-07-2024)
Ttm sales 162cr and total equity 57cr. Market cap is 5200cr+ …r u kidding me.mcap to sales -33. Bro I am worried about… please correct me if I am wrong thank you everyone.
NPST – Technology Provider for UPI Tech (29-07-2024)
So is their growth rate will be same in future? If no how it would be? If they are not showing estimate earning or less than 10% what is next? U are still thinking this company will get same valuation or correct more than 50%.
In my view I don’t think they’re growing this much growth rate in future.in bull market every stock is gold before the dust settles.so best of luck for those who think their growth rate will be faster than…