The topline is growing but only at 10% and the company has not announced any capex till now so the market is valuing it for growth
Posts tagged Value Pickr
Oriana Power – SME play on Renewable Energy (21-04-2024)
I will request small investors not to be carried away. The solar power sector is hyped a lot. Just because Waaree and KP are quoting at high elevation should be enough to have caution. And a big negative is that the stock is in SME category. Moreover this sector has no MOJO. No special technology is required here and only factor that counts is execution. So it will be difficult to maintain the growth after this financial year. The company is expected to achieve above 1000 cr turnover in 2025 which will be almost 300% growth. But after this growth will come down. Also margin is bound to come down as cell and module price will not be that cheap due to Govt policy. So it is very risky to enter into a hot stock. All said, the stock may sky rocket in short term as is the trend currently.
Pragnesh’s portfolio (21-04-2024)
@Pragnesh Could you please share your latest portfolio? Thanks
Zen technologies – A micro cap in the defense space! (21-04-2024)
Zero debt, 40% opm, cash of 222 crs in book, high growth with no major capex. If the company is able maintain the margin with revenue growth, the story might continue. Awaiting for the Mar earnings & call.
How to register with SEBI as a Research Analyst? (21-04-2024)
Check this video. It will help
How to download the SEBI Original Certificate for compliance | SEBI Research Analyst KYC compliance
Divyashakti Granite – Graham Cigar Butt? (21-04-2024)
There is fraud reported on divya shakti group that promoters have transferred shares of public on to their own name…https://www.youtube.com/watch?v=m8AcwjSu6e4 …
Spectrum Talent Management (21-04-2024)
Have followed private market transactions in same field
Co.s Got less than 1x multiple by investors
2nd there is not moat, I’m sorry but your analysis is off by a huge factor,
The co. Switches hiring agency as it’s not a regular business for them but allied to your regular business, no switching cost TBH
Completely commodotized business,
In a country of 1.5 billion your Manpower can’t be your differentiating factor
There are other billion people ready to work against you at a competitive salary
Also monitor growth
Co. Undergoes IPO just after tremendous growth😃
Divyashakti Granite – Graham Cigar Butt? (21-04-2024)
There is fraud reported on divya shakti group that promoters are transferred shares of public on to their own name…https://www.youtube.com/watch?v=m8AcwjSu6e4 …