Posts tagged Value Pickr
Sealmatic India Limited (25-06-2024)
Few observations:
- The recent half yearly results looks not so great.
- Apart from consistent negative cash flows, other ratios are also on higher side (Inventory days, payable days, working capital days).
- YOY the operating margins have come down.
SG Finserve Ltd – Does it has a scalable business? (25-06-2024)
gross disbursement q4fy2024= 4437 cr >>gross disbursement q3fy2024=4139 cr,
reduction in AUM reflects that the new loans issued were of shorter duration ,
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (25-06-2024)
It’s a professionally managed company and the major stake is with FIIs just like HDFC bank and for that matter just like any other bank.
promoter stake is irrelevant on financial institutions as they have to raise capital a lot in the initial days, which leads to the stake dilution of promoters.
Example: Aavas Financiers, SBFC, etc.
Indeed there are a few NBFC i.e, likes of Bajaj Finance, Kotak who had the backing of the giant parents and are managed to have promoters. However, they are rare companies.
Steel Strips Wheels Limited – Attractive Valuations (25-06-2024)
I checked FCF of this company is negative in this year but was positive in previous years