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Posts tagged Value Pickr
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
Profit and loss statements are often depressed for such businesses in initial days due to the high interest cost. One thing to note is that Samhi is a young business, from FY11 to now they’ve become the third (apologies if this is not correct) largest hotel business by #keys, and in the meanwhile they accumulated a lot of debt. Post IPO debt reduction combined with the strong sectoral tailwinds values SAMHI at the said multiple.
Disc: Invested.
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
Profit and loss statements are often depressed for such businesses in initial days due to the high interest cost. One thing to note is that Samhi is a young business, from FY11 to now they’ve become the third (apologies if this is not correct) largest hotel business by #keys, and in the meanwhile they accumulated a lot of debt. Post IPO debt reduction combined with the strong sectoral tailwinds values SAMHI at the said multiple.
Disc: Invested.
James Portfolio – Views Invited (27-02-2024)
Thank you Harsh for the comment. I sold around 70% profit before the recent upmove when it was touching near 50 DMA. It was a bad decision at hindsight.
Yes, you are right. It is -7.x%
I am keeping tracking position as I think management is good and to keep close watch.
James Portfolio – Views Invited (27-02-2024)
Thank you Harsh for the comment. I sold around 70% profit before the recent upmove when it was touching near 50 DMA. It was a bad decision at hindsight.
Yes, you are right. It is -7.x%
I am keeping tracking position as I think management is good and to keep close watch.
JEENA SIKHO- seems shady, one off? (27-02-2024)
JSLL_27022024192602_UpdateReliance_27022024.pdf (254.0 KB)
Empanelment of Ayurveda Panchkarma Hospital with Reliance General Insurance for providing cashless Ayurveda Panchkarma Treatmen
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
5 is Price to Sales. For a loss making company?
What is the net loss is close to 50% of the sales. Appreciation of the land is being eaten by both debt and losses(Compared to competitors they are doing a terrible business). So how can 5 PS be justified?
CMS Info Systems Ltd (27-02-2024)
Yeah this was about to happen, already it was mentioned in concall
Rajiv Kaul increasing stake in Dec 23 itself shows strength in company
Disc: holding n biased
CMS Info Systems Ltd (27-02-2024)
Now promoter’s holding = zero
Complete sell at 370.05 per share through bulk deals
Buyers are
I think now company is purely professionally managed company. Having good people on board and execution will decide growth of the company!
Priti International Ltd (27-02-2024)
The trade receivables seem to have increased sharply for past 2 FYs. Does any know if this is in tune with what other business in the same industries also have?