How is fixed assets so low for this kind of pharma company? it has one of the highest Rev/FA ratio of 10x?
Posts tagged Value Pickr
Buy Unlisted Shares (16-04-2024)
I have been using Altius Investech to buy in the unlisted space, they are professional and trustworthy. I bought Vikram Solar, Bira, CSK and NSE from them.
HDFC Bank- we understand your world (16-04-2024)
What are the factors that resulted in the ongoing pessimism? How do you expect those to subside?
What you meant (quantitatively) by the above?
Hindustan Unilever (HUL) (16-04-2024)
They have increased stake by 0.2%.
LIC had already owned 4.89% before this round of buying. So its a small incremental buying. Nothing Major.
Simple regulatory announcement
Sujata’s portfolio (16-04-2024)
(post deleted by author)
Steel Strips Wheels Limited – Attractive Valuations (16-04-2024)
Yes… True…is there any negative on acquisition of amw auto components for balance sheet?
HDFC Bank- we understand your world (15-04-2024)
HDFC Bank’s moat as the largest lender has gone nowhere. It has among the best lending practices. It is as solid as it was, say, a year ago. The valuations have become extremely attractive now.
It is trading at the lowest P/E and P/B range in last many years’ history.
At present, it looks like a great investment opportunity, especially when adjusted for risk.
With the Indian economy set for decades-long growth, the largest private sector bank will have to go really wrong in their strategy to not grow. HDFC Bank’s history does not seem to suggest that. Rather, they’re the market leaders in many segments.
Open to contrary views.
Disclosure: Invested
Muthoot Microfin Limited is it next JP Morgan? (15-04-2024)
Go through this https://muthootmicrofin.com/wp-content/uploads/2023/07/DRHP.pdf
JTL Industries – Fast Grower at an inflexion point (15-04-2024)
I have a question regarding this. How can JTL get 67% stake for just 70 Cr when the FY24 Revenue is 225 Cr? The discount is ridiculous according to me. Unless the company was in debt and they needed rescuing.
Buy Unlisted Shares (15-04-2024)
@adminph2 visit this thread please