Summarised PDS here . Also raised some concerns we should look forward going ahead
Disclaimer – Have a small tracking position
Summarised PDS here . Also raised some concerns we should look forward going ahead
Disclaimer – Have a small tracking position
Meanwhile just the guidance for FY25 has come and it’s strong with margin guidance of 18% & topline guidance of 20%
But Management can’t be trusted on their guidance .
It will be a shot in the dark unless we don’t see a quarter or two with good numbers to consider it worth building position.
@anna thanks for the detailed analysis. How much PE should be attributed to such a company? Do you think it’s selling at fair price? I think it’s a tad expensive. 10,000cr could be fair price. What’s your opinion on this?
Hi Nipun,
Great effort and interesting. If you are interested in Beta testers, I am interested. Looking forward to your reply.
Regards,
Anindya
I manually went through the log data and saw anomaly in one row, then i tracked back the price which was wrongly updated by google finance. So i manually updated it.
Thank you so much @visuarchie, I did read through previous messages I must have missed this, i am sorry for making you repeat it, but this is very helpful.
@hariharancj Good that you are also getting the same list of stocks.
Not required immediately; I will try and prepare a post on how to calculate EMA in the sheet. There are a lot of references online that can also be used.
If someone is starting afresh, you should start with the current list of top ranked stocks. Please do not worry about stocks below 25th rank.
Please note that I am not an investment advisor. I am just sharing my learnings for educational purposes.
I’m sorry if I’m asking a dumb question I’m new here, but when did the management give this target of increasing book value by 25% in 2 years?
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