Given the current demand scenario I don’t think it will be difficult for the management to get a 20-30 bps increase in monthly yield over the course of the full financial year. If they manage a 2.5% yield you get revenues of 720 cr from the crane rental business. They are being conservative in their guidance which is good. Again I could be wrong but I don’t think growth of 20-25% in the rental business is an unreasonable assumption.
Posts tagged Value Pickr
Microcap momentum portfolio (20-05-2024)
So, this should offer an indicator about the strength of the market, yes? I read somewhere that when prices are going up but volumes are dropping, it’s a sign. 
but i dont know how exactly we can identify.
I’ve always been on the hunt for a magic formula to spot the end of an uptrend early. Of course, it’s like “chasing a mirage”—every time I think I’ve got it, it’s already too late! 
In your opinion, what else could we study or monitor to catch the end of an uptrend before it smacks us in the face?
Sahil’s Portfolio (20-05-2024)
This was helpful. Thanks
Piccadily Agro Industries Ltd (20-05-2024)
Here are some currently selling brands of No Age Statement Whiskies currently selling in the UK, with the cheapest one costing £30 / north of 3K INR.
To quote what the site says “NAS (No Age Statement) Single Malt Scotch Whisky represents a growing category in the whisky world, focusing on flavor and quality over age. These whiskies are crafted without a specific age declaration, allowing distillers to blend malts of various years to achieve unique and often innovative flavor profiles. NAS whiskies can range from light and vibrant to rich and complex, showcasing the master blender’s skill in harmonizing different casks and ages. This approach offers a creative expression of the distillery’s character, providing whisky enthusiasts with exciting, diverse tasting experiences that challenge traditional age perceptions.”
That being said, we need to figure out what is the minimum time required to make an Indri?
Deepak’s portfolio requesting feed back (20-05-2024)
could you give the names of those companies also please. would help me understand your thought process better
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (20-05-2024)
Hi I have shares around 30 for IIFL Finance so I was allotted 3 shares as rights issue, I applied through ASBA online, so within how much days those shares should get added to my portfolio?
Low Volatility Stocks (20-05-2024)
@Chandragupta Thank you; very useful feedback.
I like the idea of 1 year ATR instead of 14 day. Also, the suggestion on how to convert TR to %. Here, I have a doubt. Should the calculation for % be on the previous closing price or current day’s closing price? Any reason why it should be on the previous closing price?
Any idea on how we can integrate mathematically the 2nd layer of filtering, ie closeness to 52w high or any other price action that shows momentum?
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (20-05-2024)
Check investors presentation for all the information on Income support and vacnt properties. Below are few highlights from Investors presenttion:
“As on December 31, 2023. Income Support in Candor TechSpace N2 (2% Effective Economic Occupancy) is expiring in Q4 FY2024 and Candor TechSpace G1 (6% Effective
Economic Occupancy) is until June 30, 2025 on 1.2 MSF of vacant area”
Burger King ~ Whopper of an Opportunity (20-05-2024)
It is under promoter category. Earlier, 60% of promoter entity was held by private equity firm – everstone capital but they sold out so I think it is shows holding for RBI only.
Akshay’s portfolio (20-05-2024)
The portfolio, it seems, is constructed to beat inflation and to avoid huge drawdowns.
I would spice it up with a little bit of metals (gold & silver), as they might perform well in the coming years.
Ques: Could you please share the investment rationale behind “Protean 5%” allocation.
Also, please share you background (age, education, and experience), if possible.
Thanks
Bala. P