I am expecting that the market value of the land will be much higher. They can sell the land and move outside the city at a much cheaper cost. The return will be distributed as dividend
Posts tagged Value Pickr
Ganesh Housing- A Potential Play for Housing for All theme? (20-02-2024)
Ganesh Housing has 500acres of land which on rough estimate has mkt value of Rs18000cr. However, land sale is not the main stay, they are one of the largest developer in Ahmedabad and current developing around 28.7mn sq ft. See slide below. Any developer buys land opportunistically and aggregates it to form large land parcel for a large development. Some times, if one is not able to acquire the minimum required then that land is sold back. So in some quarters it might seem that it is only selling land but that’s not the real story.
Burger King ~ Whopper of an Opportunity (20-02-2024)
जानें Stock Market से कैसे करें बड़ी कमाई !! #Face2Face with Vineet Bhatia
Discussion on RBA gets covered around 1:10 hrs
Smallcap momentum portfolio (20-02-2024)
@Bansal I am not publishing them anywhere.
Returns continue to be good. Portfolio is currently doing an XIRR of 102% over 15 months.
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (20-02-2024)
I think they will add only 100KLPD from MP this quarter.
Q2FY25 is the quarter in which all capacities will be on full swing, this quarter will show jump in revenues.
Investment principal & checklist from great investor (20-02-2024)
Thought on idea generation ( Feltzin & albert of Sheffield Asset Mgmt).
What happened to make the stock hated or neglected?
Is it temporary or permanent problem?
Have we identified material change that will cause fundamentals ro improve?
How capable is management?
How sound is balanced sheet ?
Do we have a differentiated view on earning?
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (20-02-2024)
I agree with your view
Once the total 775KLLD commissioned then the variation in the margins will stabilize.
They have done QIP to fund the capex requirement, so there is some dilution in the equity, going forward there may not be any further dilution.
Hitesh portfolio (20-02-2024)
Snowman spring does not look like a typical spring action. Usually spring action is when a strong support ( which has acted as a support for a few trading sessions) is breached momentarily and stock price goes up again above that support level quickly.
Regarding Snowman, at best it seems like a shakedown move followed by regaining strength and now above key breakout levels. Level of 70-71 has been a 7 year high for the stock price. The stock price has resemblance to Darvas Box. All these are variants of range breakouts, which remains a simpler term for breakouts and swing trading.
@bijo_scaria I don’t follow Kitex so not much in terms of view on the company.
@Jitendra_Vyas My investment style and strategy has been discussed in this very thread multiple times. I keep putting disclaimers in companies where I am invested.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (20-02-2024)
L&T feels that its EPC business around Green Hydrogen will be bigger that electrolyser
PayTM (One 97 Communications Ltd) (20-02-2024)
Paytm is applying for Third Party Application Provider / TPAP license from NPCI which it is likely to get in time.
However, Paytm does not have Prepaid Payment Instrument / PPI and Payment Aggregator / PA licenses, which its competitors PhonePe and Google Pay have. These require approval from RBI. It may not be easy to get these licenses from RBI, considering its application for PA was already rejected.