Posts tagged Value Pickr
My portfolio updates and investment journey (25-05-2024)
Sir plz share your thoughts on peg ratio on which type of company you went for higher peg is their any criteria to do so.thanks
Making of Value Investor (25-05-2024)
Is this a joke or what
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (25-05-2024)
@anna What do you think about Tanla? It seems that the stock’s performance solely depends on Wisely ATP. ATP, though authentic and a deep value product, faces regulatory issues. Your analysis has been pretty good on Tanla. What do you think the future holds? And is it cheap at 20PE?
Antony Waste – Long Term (25-05-2024)
True. Can anybody help me with this? In their business update, they mentioned that their operating revenue grew by 14% this quarter, but according to the results, it’s barely 5%. Similarly, for the entire FY24, the business update claims a 17% growth in operating revenue, but the financial statements show it’s barely 2%.
Best Agrolife – Think Big, Think Best! (25-05-2024)
Yes, they are just using public funds in a very wrong manner. The company they acquired they already are partners and have given astounding valuations and using public funds to acquire them. All of this is just wrong. Would heavily tell anyone to avoid this company.
Cochin Shipyard – No more Cheap (25-05-2024)
I get it. Invested in some defence plays myself at lower levels. My point was not on orderbook but a broader point that on avergae shipyards/defence psu have significant issues on execution, and margins.
At CMP entire PSU defence pack is overvalued. One year back all these plays were at buy levels. Now not so much. We are fast approaching levels where to sell and invest in other sectors of economy would pay better results over next 1-2 years. Anyway just a point of discussion.
@itsnotraunaq [quote=“itsnotraunaq, post:118, topic:33814”]
Hi can anybody explain what does RFI/MidStage Order Pipeline of ₹84,000cr means? How soon do these potential orders go from RFI to RFP? Will Cochin have to bid for these projects i.e. are there other players looking to grab these orders as well?
[/quote]
RFI to RFP is a process of 1-3 years depending upon project importance/ JV and Licensing deals. While most do go thorugh, there is always a 10% project delay/ 5% drop due to changes in MOD planning.
Antony Waste – Long Term (25-05-2024)
Result looksling good just because of negative income tax
Cochin Shipyard – No more Cheap (25-05-2024)
I am not sure , we will have to check up on this.
Cochin Shipyard – No more Cheap (25-05-2024)
Hardik
Order book as of Dec 2023 is Rs 21500 Crore
It is not only the order book which is important, it is the future earning potential for which market is giving high valuation-
(1) Atma Nirbhar Bharat- 100% future orders from Indian Navy, coast guard are coming to the 3 shipping companies namely Mazgaon , Garden reach , Cochin shipyards…
And as China is strengthening it’s Navy and we are 10 years behind China, our defence shipping companies seem to have a strong runaway for growth
(2)These shipping companies have signed master service contract with US Navy for repair and maintenance- india is surrounded by sea in its East and Western coasts and so alll kinds of ships have access where our shipping companies have Docks.
Cochin shipyards had already got orders from European clients.
(3) All of these companies are expanding and are also undertaking commercial business from Pvt shipping companies from india and abroad.
Every company is targeting exports business as well.
(4) Ship building , repair etc are labour intensive and India labour is cheap. So all advanced countries may be looking for India for outsourcing.
If you want quantification , I think screener data is updated up to Q3, 2024… you can get a flavour.
The recent article also gives an updated data for all 3 shipping companies
Discl; Invested in all the 3 shipping companies from lower level. May be biased. please do your own assessment before investing