Have a basic question,may be some finance practitioners can help to understand. Why the depreciation cost is always higher? Most of the time it’s > 50% of the operating profit. Is that because of their ongoing capex/expansion? If so will it settle at some point in time? Thank you.
Thanks for the reply. My choice of LTGILTbees was mainly on liquidity, low expense ratio. I am thinking of combination of LTgiltbees, some long duration funds.
@jstocks Both smallcap and Microcap stocks carry risks. To mitigate the risks, I have included 20 stocks in smallcap pf and 25 stocks in my Microcap pf.
For a typical retail investor, liquidity is never going to be an issue. Another point is that all these stocks are part of a Nifty index and hence sufficient volumes will be available.
They are regularly releasing the order book, currently they have enough backlog to achieve FY25 target, the main test will be to see if they can get enough orders over the next 6 months to continue growth in FY26.
On 29th Feb, TMB Ltd announced the exchanges that, RBI has approved the appointment of Mr.S.Ravindran as the part-time chairman of the bank. He has extensive work experience of 29 years at the Securities and Exchange Board of lndia (SEBI) and was Executive Director from August 2011 to May 2022.
Yesterday, he resigned from the board of TMB Ltd stating that his resignation is due to professional commitments and also added that there are no other material reasons for his resignation other than those mentioned above.
Was going through drhp and saw the civil case of one patient named Edith who had approached Unihealth in June 2021 and died due to clinical negligence as stated in the case against Unihealth. They have taken professional indemity insurance as a hedge but the main point is what about their reputation? According to me threat here is, processes lapse can have grave consequences as it can tarnish the reputation. Currency fluctuations or political instability are not much of concern for me. This query should be raised to understand what risk mitigation plans they have devised. Having said this I also get a sense that this can be a good investment opportunity.
Disc – not invested may be interested.
Kya Zen Tech ka Management Reliable Hai?? #shorts #sharemarketindia
I respect mr basnat sir, but 50% min growth with 70 PE bohot na insafi he
150-160 cr of sales they can do easily but for 900cr FY2025 target they need all quarter 200+ that’s something we need to look at
If the government changes, how do you see its impact on the future outlook? Because many times, the first thing a new government does is reverse all the policies.
If BJP come back sure shot 1500+ targets till FY 2025
24 EPS 60-65 PE for PE they need orders last year in Q2 they got 900 cr of orders and management claiming growth in orders with respect to previous one
Broken out 6 months consolation sometimes is cooking inside company may be 1200 coming soon before or after Q4 results
@jstocks If you read my first post you will see how this done. I will mention it again for your reference.
Incidentally, I check the population Standard deviation and mean of price change for the full index. But you do the ranking even without this and change in ranking will be very small.
It has negative operating income. Personally see no reason to hold a loss making company. FII may have it due to spin off from Saregama. I have exited my positions.
Disc: Not a buy or sell recommendation. Just informing my personal opinion.
