Hi,
Given the current PE of 25 and expected growth of 10-12%.
The company valuation is not fair but slightly on higher side.
PEG ~ 2
Disclosure: Not invested.
Posts tagged Value Pickr
Aarti Pharma Labs (15-06-2024)
Aarti Pharma Labs (15-06-2024)
Hi,
Given the current PE of 25 and expected growth of 10-12%.
The company valuation is not fair but slightly on higher side.
PEG ~ 2
Disclosure: Not invested.
Microcap momentum portfolio (15-06-2024)
yes sir please make a video …
Microcap momentum portfolio (15-06-2024)
yes sir please make a video …
Transformer & Rectifier India Limited (15-06-2024)
Not surprised. With the power need not just in India but abroad, the company should have a long runway of growth. They have a big order book and are amongst the few who aren’t backlogged for years (per their concall). Management also expects margins to tick upwards and they’re actively pushing in international markets now.
Disc – Invested from lower levels.
Transformer & Rectifier India Limited (15-06-2024)
Not surprised. With the power need not just in India but abroad, the company should have a long runway of growth. They have a big order book and are amongst the few who aren’t backlogged for years (per their concall). Management also expects margins to tick upwards and they’re actively pushing in international markets now.
Disc – Invested from lower levels.
Narayana Hrudayalaya Ltd (15-06-2024)
what is their plan in FY 29-30?
Smallcap momentum portfolio (15-06-2024)
More than happy to have a video on that sir, looking forward for the same. Thank you.
Pricol limited – OEM automotive (15-06-2024)
Hi, Dhananjay…
I have already shared my outlook on the present status of the business in the above post. Business is doing good domestically, however mgmt. sees slowdown on the export front. If I assume 20% revenue growth for the next 2 years with margin improvement as guided by the management. I see ~20% growth in earning. And if the P/E remains at 40x, my return will be close to 20% in two years. So, when I say there is no MoS, I mean that, if the revenue growth slows down or there is any kind of one-offs like loss of customer, or if there is margin compression, there will be derating in the stock price. At 450, I see the market is pricing it perfectly for growth without discounting any risk. Hence, for me no MoS. At 18-20% correction, I may consider it a buy…
Thanx…
PS: I have not considered any inorganic expansion by the company in my assumption.
Disc: Invested from lower levels.
Mahanagar Gas Ltd – a natural monopoly (15-06-2024)
I read in an above thread that only 30% stations are controlled by MGL …
so the query is in regards to threat of remaining 70%…