@FawaazTheInvestor
Could you brief us the purpose? Why you are looking for such information? Also give some brief about you on your education / experience etc?
Posts tagged Value Pickr
Request for Information on Indian Companies Involved in Accounting Fraud (17-02-2024)
Request for Information on Indian Companies Involved in Accounting Fraud (17-02-2024)
@FawaazTheInvestor
Could you brief us the purpose? Why you are looking for such information? Also give some brief about you on your education / experience etc?
Journey and Portfolio of a goal-based NEEV investor (17-02-2024)
I think it is safe to assume that scenario 1 is likely. I don’t consider rescue of PPBL at all, as RBI action seems to ensure that nothing will be left of PPBL. RBI is asking PPBL customers to move to other banks. There is no direction given for these accounts to be migrated to other banks. Also, I vaguely remember that payment bank license is not transferrable.
Do you see any value remaining in PPBL?
Journey and Portfolio of a goal-based NEEV investor (17-02-2024)
I think it is safe to assume that scenario 1 is likely. I don’t consider rescue of PPBL at all, as RBI action seems to ensure that nothing will be left of PPBL. RBI is asking PPBL customers to move to other banks. There is no direction given for these accounts to be migrated to other banks. Also, I vaguely remember that payment bank license is not transferrable.
Do you see any value remaining in PPBL?
IREDA: Renewable Energy Powerhouse (17-02-2024)
It is Rupeevest website.
IREDA: Renewable Energy Powerhouse (17-02-2024)
It is Rupeevest website.
Dharmaj ready to benefit from high demand for agrochemicals (17-02-2024)
CRISIL Ratings has upgraded its ratings to ‘CRISIL BBB+/Stable/CRISIL A2’ from ‘CRISIL BBB/Stable/CRISIL A3+’.
Dharmaj ready to benefit from high demand for agrochemicals (17-02-2024)
CRISIL Ratings has upgraded its ratings to ‘CRISIL BBB+/Stable/CRISIL A2’ from ‘CRISIL BBB/Stable/CRISIL A3+’.
Amit Porfolio XIRR 25 % 9 years (17-02-2024)
To find the reasonable or conservative value of a company you can think of it like a Bond (Debt) so if you buy something at 2 times book doing 16 % ROE means you are buying an 8 % bond. This assumes the company does not grow its earnings and secondly company is so good that its earnings will not drop (the market usually has a lot of trust with some history) so some large funds can think they are getting this cheap vs debt funds and if the earnings grow it will be plus. So this is the minimum value a company should trade at, off course in the short-term market can do anything but if you are buying like this or lower you will not lose money in the long term but have a big upside if the company performs as multiple will expand and earnings will also grow.
You will not get many opportunities like this but you don’t need many as you don’t have to sell, patience is the key
Amit Porfolio XIRR 25 % 9 years (17-02-2024)
To find the reasonable or conservative value of a company you can think of it like a Bond (Debt) so if you buy something at 2 times book doing 16 % ROE means you are buying an 8 % bond. This assumes the company does not grow its earnings and secondly company is so good that its earnings will not drop (the market usually has a lot of trust with some history) so some large funds can think they are getting this cheap vs debt funds and if the earnings grow it will be plus. So this is the minimum value a company should trade at, off course in the short-term market can do anything but if you are buying like this or lower you will not lose money in the long term but have a big upside if the company performs as multiple will expand and earnings will also grow.
You will not get many opportunities like this but you don’t need many as you don’t have to sell, patience is the key