Also – Please note that filing for a patent is different from “granted”. You can file for 100s of patents. It would be great if we can filter out the granted
Posts tagged Value Pickr
PayTM (One 97 Communications Ltd) (07-02-2024)
Thanks for sharing these sources. I will analyze them.
Steel Strips Wheels Limited – Attractive Valuations (07-02-2024)
Why should it be a cause for concern? Can’t they use the money for their personal use? Don’t they have the right to enjoy life, too?
Unihealth Medical Consultancy – The Caplin of Hospitals? (07-02-2024)
Promoter talks about company vision
https://youtu.be/VV2XVv43IdY?si=IqW7GtQuZHGKcXxj
PayTM (One 97 Communications Ltd) (07-02-2024)
https://www.rbi.org.in/Scripts/PSIUserView.aspx
https://rbi.org.in/scripts/NEFTView.aspx
https://www.npci.org.in/what-we-do/upi/product-statistics
https://www.npci.org.in/what-we-do/netc-fastag/netc-ecosystem-statistics
PayTM Payments Bank Ltd’s mobile banking, UPI, Fastag monthly data are available in the above dataset. Industry total data for mWallets are also available. Collating everything, you will know how much One97 is claiming, and how much is reflected in publicly available data. How you interpret the difference, is based on your perception and assessment of One97’s credibility.
Action construction equipment ltd (07-02-2024)
Further tailwinds expected, given the infra sector is still a focus in the country.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (07-02-2024)
New update today:
Relaxo Footwear: a wannabe brand play (07-02-2024)
Friends,
After going thro the above analysis , few points stand out
- Lack of pricing power
- Heavy competition
- Slow move to Premium
etc
A few other from my notes notes:
- Promoters have increased their holdings a bit during 2023
- Next 2 yrs capex already built – current util 65% only
- Valuation staying high even through these down times.
- No of pairs sold is reducing, OPM reducing.
- My assessment of management over the few calls is that they are very reluctant on price increase (risk of losing shelf space and visibility to customer)
Am thinking what are the triggers for upside – Do any of you see any ideas or found something that can be potential for upside
Capex/Volume?
Premiumization
Any issues getting resolved e-.g. inventory, raw material, Systems implementation
Any potential for optimization/efficiency-margin improvements?
Whats the scope for growth – is it linear (based on population and geo expansion ) or any other triggers?
Thanks for your thoughts in advance.
Disclosure: Invested in parts from last 3 yrs starting from around 650 to 1000+. Avg 900. Almost flat.
PayTM (One 97 Communications Ltd) (07-02-2024)
Thanks for explaining your position. Let’s see how much is the revenue impact both from wallet directly as well as reputational