Corrected. Actually there are a number of players doing this and I put the bigger ones. Somehow I missed Idea forge from this list. Thanks for pointing it out.
Posts tagged Value Pickr
Valuepickr Patna (03-05-2024)
Since many of the forum users are not resident in Patna or nearby areas we did not do any initiatives. Recently I left Patna and back to Kerala. So, If there is anyone like to take this forward, please let me know. Else, this thread will be deleted in few days.
5paisa – Aggressively Growing Discount Broker (03-05-2024)
I went through their latest earning call.
There is change in CEO, he mentioned previously the company was not focus in acquiring customer
The company’s main moat is to provide cutting edge trading platform for serious traders. They don’t just don’t want to acquired any customer who will just join and do nothing they are very serious on ARPU.
There will be high employee cost impact for next 4 qtr due to ESOP of new management
I am not convinced whether they will be able to pull through growth with such narrow focus specially when they miserably fail in customer support when they are aspiring for best in class traders.
In my openion stock not going any where to soon, need to keep eye on their customers growth for atleast 2-3 qtr.
Disclaimer: recently sold my holding.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Further, there is NIL holding by Mutual Funds and FIIs, that further reduces confidence.
Disc: plan to sell all my holdings.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Not comfortable with growing debt and higher interest. Most of operating profits is being lost in increased interest payment. Net profit margin in the range of about 2 % is quite less.
Not comfortable holding it, even if top line and OPM is increasing, since most of additional benefit is lost in interest payment.
Gurugram Valuepickr (03-05-2024)
This is cool. Thanks for the efforts.
Would request everyone (from Gurugram) to join this group.
Introductions can wait for few days (let’s say till Monday), so that more and more people can know each-other ( because if we start giving our intros now , then late joiners won’t be able to see).
Gurugram Valuepickr (03-05-2024)
(post deleted by author)
Basilic Fly Studio Ltd (03-05-2024)
concall is scheduled on 8th May. https://nsearchives.nseindia.com/corporate/BASILIC_02052024183859_Prior_Intimation_of_Investors_Analysts_Call.pdf
IDFC First Bank Limited (03-05-2024)
There is a video on youtube showing jeferries report if you do not want to create scribd account and download: https://www.youtube.com/watch?v=Kgo541gBcr4
Happiest Minds Technology (02-05-2024)
Happiest Mind acquires PureSoftware for 780 crores.
https://www.business-standard.com/companies/news/happiest-minds-to-acquire-noida-based-puresoftware-for-94-5-million-124042500586_1.html
Couple of pointers from this interview.
PureSoftware Acquisition Will Be EPS Accretive From Day 1: Happiest Minds Technologies | CNBC TV18
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Revenue growth of PureSoftware is strong, last year they closed at $45 million. (351 cr topline last year on consolidated basis. )
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This acquisition will be EPS accretive from Day 1.
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Margins are not given yet for PureSoftware but it’s a reasonable good margin and healthy business. Long standing margins guidance 22-24% still intact with this acquisition. There is room for further margin improvements with efficiencies that will come with integration in next 3-4 quarters.
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BFSI and Healthcare → 50% comes from both of it. Addition 1200 employees.
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Focus is to keep growing not at cost of profitability.
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144 crores is still deferred based on them achieving certain revenue and margin targets by end of 2024.
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Happiest Mind has a USD 200 million dollar revenue currently, with this acquisition, top line would be increased by USD 245 million and BFSI and Healthcare would increase to USD 52.5 million for both.
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Post this acquisition 600 crores would be left on book.