Results Q1 fy 25
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Posts tagged Value Pickr
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (20-07-2024)
Natco Pharma: Focusing On Complex Products (20-07-2024)
Yes, but they are more on acquisition strategy !!!
Sealmatic India Limited (20-07-2024)
How you calculated the valuation is stretched and risk-return is not in favour?
As per my analysis, for valuation, firstly we have to segregate the loss on manufacturing of project related OEM. Because, as per management only OEM other than project related is profitable. In project related OEM, company is selling the product below the cost of manufacturing and it will be profitable only after the commencement of O&M business, which takes at least 3 years to start. As per management currently project business is 20% of the total revenue. But how much cash company is losing in project business we don’t know because it is not separately disclosed in financial statement.
Without knowing it how can we value the company on price to earning basis?
DIY Momentum QnA and Discussion (20-07-2024)
Thank you for your information, I urge followers to go through the articles especially of Rajan Raju, will help in long time in the investment journey.
Ujjivan Financial – Small Finance Bank (20-07-2024)
The bank never had any promoters. The founder Samit Ghosh was selfless and never kept equity for himself or his family. The hold co. Was formed because of RBI requirements during SFB license in 2016.
Please read the forum, company’s history, annual reports, conference call transcripts before investing.
DIY Momentum QnA and Discussion (20-07-2024)
There’s tons to read on momentum. I thought I’d share a few papers/articles, I’ve liked.
- AQR Paper – Facts, fiction & momentum investing
- Capitalmind Article – Does Momentum work in India?
- Whitepaper by NSE on the Nifty 200 Momentum 30 index
- Whitepaper by Rajan Raju & Chandrasekharan titled – Implementing a Systematic Long-only Momentum Strategy: Evidence From India
I’ve also written a small introductory article on momentum for those who may be new to momentum.
Ujjivan Financial – Small Finance Bank (20-07-2024)
I think after the merger complete we could see . But what I think is that they might be within public zone and holding a portion after the amalgamation we could see a change in the structure.
Unihealth Medical Consultancy – The Caplin of Hospitals? (20-07-2024)
For FY 22-23, the company’s auditors are G.P. Kapadia & Co. It is a very reputable CA firm and we can trust that the financial statements are genuine.
Sealmatic India Limited (20-07-2024)
I understand your point on valuations but the fact that the shares have not risen much in a year gives confidence of a steady base around here unless results actually tur out very bad.