Posts tagged Value Pickr
Digitization- A game changer for TV18? (01-04-2024)
Anybody tracking this?
How the recent JV with jiocinema n hotstar gonna affect TV18?
Charts didnt show any reaction as such.
Kaveri seeds company limited — kscl (01-04-2024)
Income tax notice disallowing agriculture income exemption.
Companies with 20%+ growth guidance for next few years (01-04-2024)
If you are following screener for PE than it will show false PE.
In smes and microcaps one needs to calculate PE in 2 ways
- Multiply H1FY result PAT by 2 and than divide by market cap to get actual PE
- by rough guesstimates one can guess next FY PAT to get rough forward PE.
Not all are overvalued. I agree Insolation is on over valued side but some other businesses are still under 30-40 PE
One also needs to go thru PEG ratio manually rather than PE alone
And also can blend technicals with Fundamentals for prompt exits.
Hope this helps
APL Apollo Tubes (01-04-2024)
Assuming q3 ebitda/ton nos, should do a Q4 ebitda of 300-320 crs. 12% jump qoq. Value add at 60%
INOX Wind (01-04-2024)
Inox Wind – Very good insights about the wind and power industry (Must watch)
Nepean Capital Leadership Talk With Devansh Jain
Credit – https://x.com/SureshKBN?s=20
Companies with 20%+ growth guidance for next few years (01-04-2024)
Mostly all the companies that are mentioned here have a really high PE. I am new to microcap investing, so wondering how should one look at PE ratios in microcaps?
Cineline India – Picture abhi baaki hai (01-04-2024)
Management has confirmed that sale is in advanced stages, it is likely to be done within next 2 quarters.
Also they are getting slightly less than 300cr as mentioned earlier by management
Sona Comstar BLW – Direct EV Play (01-04-2024)
Business prospects look very good and seems to be a professionally well managed company. However, valuations are not giving much comfort to buy at current market prices. For long term investment, it shouldn’t matter much though