Have shared in the earlier post.
Posts tagged Value Pickr
Kovai Medical Center and Hospital – Health and Wealth (14-02-2024)
Not sure how healthy it will be for a hospital to run a medical school for profitability. A medical school will attract talented doctors who like teaching and will also allow young and newly qualified doctors to train during internship which is mutually beneficial. Teaching experience is also a valuable experience on a doctor’s resume. I wonder if the reason for opening the medical college is more for the above reasons than profit.
Also, Coimbatore is a lovely city with lots of decent colleges, less traffic than other major cities, good weather throughout the year except maybe the summer making it an ideal city for these doctors to settle down in.
ETHOS LIMITED – India’s largest luxury and premium watch retail (14-02-2024)
No problem, Yes. Stock had a quite run up in last two months and even at current level valuations seem at higher level. Most likely its a profit booking.
Lemon Tree Hotels – Market leader in mid-priced hotel sector (14-02-2024)
Fine performance from Lemon Tree.
Key points: –
Per mgmt, all India hotel occupancy stands at around 65% likely to increase to 70+ in the next 2 years with significant benefit likely for Lemon Tree.
Lemon Tree to focus more on retail customers than corporate
25% growth in 9M YOY seen on mgmt fees, which now contributes to ~13% of the revenue
The decrease in EBITDA margin Y-o-Y mainly due to planned increase in payroll and
renovation expenses and some impact of Aurika which is yet to stabalize
1.5 million loyalty members; 30%+ repeat customers
Kovai Medical Center and Hospital – Health and Wealth (14-02-2024)
clinical_material.pdf (kmchihsr.edu.in)
ClinicalMaterial-June 2020.pdf (kmchihsr.edu.in)
I have no idea how much volume a 150 seats medical college should be doing? I am assuming it would take some more time to optimally utilise facilities.
I think I did mistake in previous post, is one more year’ (6th year = 5th to 5.5 the year) fee due from 1st batch student, correct?
I would be interested understanding how availability of internship batch (4.5 to 5.5 year) may affect medical college hospital operations?
Jagran prakashan (14-02-2024)
All true – the issue is the industry itself has become unattractive. I agree with your points, but whether it attracts interest to move the price is the question. Personally, I feel it will get attention only if the market goes down a bit more. But let’s hope for the best
IREDA: Renewable Energy Powerhouse (14-02-2024)
Last 3 days , there were no buyers. Today morning again no buyers. Today afternoon , there are no sellers- only buyers
so everybody was on wait and watch mood.
My take is that, some PSU stocks had very bad Q3- so all were beaten down – both good and bad.
Now those bad guys recovered back in spite of bad Q3
market perhaps realised that the long term PSU story is in tact discounting Mr Mrodi’s return and hence policy continuance. All said and done , IREDA had a very good Q3 and there is no reason why it should not bounce back.
in my view, the volatility in PSU stocks may continue until the election results are out. and Those who are involved in trading need to exercise caution.
International Conveyors Ltd (14-02-2024)
intl conveyors sales down by 50 percent ,this is a very big concern ,like core business is melting more fast than ice ,all incomes from investing in stock markets only.this is very big red flag for long term investors in this stock…
Borosil Limited (14-02-2024)
Any reason why are they not being traded
MKVentures Capital Ltd (14-02-2024)
@Abhinav.kumar AR has answers. Sharing one excerpt:
Disclosure: I am invested in M.K.Ventures. This is not a buy/sell recommendation. I may sell/add/ exit anytime in the future