also the business has performed poor in all matrix QoQ basis
Posts tagged Value Pickr
SG Finserve Ltd – Does it has a scalable business? (10-07-2024)
q1fy2025 presentation shows that the company has zero bank debt, can someone help me understand why a NBFC would repay their entire bank debt of 800cr and borrow unsecured loan funds of 600 cr from promoters
Garware Hi-tech films (Earlier Garware polyester) (10-07-2024)
From this link , you get the consumption pattern of Polypropylene. Might be helpful to you .
Raymond – The Complete Man (10-07-2024)
This seems quite low multiples.
For example – Page Industries has an EV/EBITDA multiple of ~40+. Raymond in shirting is as big a brand as jockey in underwear. Both have premium positioning.
Similarly, DLF and Godrej Properties has an EV/EBITDA multiple of ~60+ – similar asset-light business model
Shouldn’t that dictate the potential value?
Shalby Hospitals (10-07-2024)
Over the period of time, they are improving Two Matrix 1. ALOS 2. ARPOB but still challenge on the occupancy which is still less than 50%. On the Hospital and healthcare business, understand Delta of Revenue and Delta of Profit:
Suppose Occupancy from 50% to 60%, considered Q1 Revenue – 240 Cr on 50%, then on 60% occupancy will be 288 / 290 Cr then Delta of Revenue 50 Cr and same time Delta of Profit ~ 40% i.e. 20 Cr (Due to most of Fixed Cost like Manpower, electricity, rental already absorbed on Rs 240 Cr revenue the additional cost is Pharmacy, consumable and Doctor Cost)
So, Improvement in Occupancy, also one of the important matrix for investors point of view.
Sealmatic India Limited (10-07-2024)
Thank You Very Much for your reply
HBL POWER SYSTEMS: Booting-up for the Race of the Century (10-07-2024)
My notes from concall ( havent noted writing what i remember )
The Revenue projection for 2024-2025 does not include Kavach (new orders) / Grenade & Fuse & truck conversion .
Grenade & fuze & truck conversion have a large market .
Fuze are in testing phase & after usage in real time big orders may start flowing ( 2025-2026)
Kavach billing also will happen next year for order that come this year.
Defence batteries have a good growth , industrial battery will maintain the run rate.
Overall exited for next year as the growth can come.in big way in 2025-2026 .
Disc -biased Invested since more than a year.
My portfolio updates and investment journey (10-07-2024)
Hi community members. Our firm Korman Capital has done study on Auto Ancillaries (Auto Ancillaries – A high growth manufacturing and consumer play) and EMS sector (EMS – A baton holder of India’s manufacturing renaissance). Please feel free to refer for your learnings.
Please note that idea of these studies is not to pick stocks but to understand the sector in-depth as much as possible. Study helps us in differentiating one player from other.
Please do refer to disclaimers.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation . Also note that our investment advisory firm might have recommended some of the stocks. My portfolio update is not a recommendation for anyone. Some of these stocks might be in clients portfolio as well so please be aware of vested interest.
Manappuram Finance (10-07-2024)
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Looks like ashirwad IPO will come in July
Something is cooking
Cup and handle
Momentum
Twice traded with big volumes in last 2 weeks
