Posts tagged Value Pickr
Bull therapy 101-thread for technical analysis with the fundamentals (02-02-2024)
Hi Folks,
Could you please let me know if any of you use New High New Low indicator for NSE stocks. Does any of the trading app you use provide this indicator? Any idea where I can get this data (not for 1 day from NSE)?
HDFC Life Insurance Company (02-02-2024)
With interest rate cuts predicted in the latter half of the year or next year, embedded value of the company should increase thus bringing valuations a little lower. That could be a trigger for price move.
PayTM (One 97 Communications Ltd) (02-02-2024)
This is interesting. Many people argued that paytm enjoys certain network effect. But if it’s that easy to switch to another service provider, then there really is no entry barrier in this business.
Oil India- has its time come? (02-02-2024)
Intrinsic value is determined based on projections of future cashflows and discount factors. For cyclical commodity stocks, such calculations are not reliable as future cash flow projects are based on commodity cycles. I also thing discount factors for indian oil stocks tend to be quite high.
That’s the reason they all trade at very low p/e.
Oil India- has its time come? (02-02-2024)
Intrinsic value is determined based on projections of future cashflows and discount factors. For cyclical commodity stocks, such calculations are not reliable as future cash flow projects are based on commodity cycles. I also thing discount factors for indian oil stocks tend to be quite high.
That’s the reason they all trade at very low p/e.
NIIT Ltd (02-02-2024)
$META Q4 earnings call – We ended the fourth quarter with over 67,300 employees, down 22% from a year ago while up 2% from Q3 as our hiring efforts have resumed.
I’m not sure where $Meta stands in in key clients but looks like a strong sign of a bottom. NIIT surprisingly didn’t degrow despite such a slash in client headcount!
Would be similar great if data points for other key clients known in public could be shared.
NIIT Ltd (02-02-2024)
$META Q4 earnings call – We ended the fourth quarter with over 67,300 employees, down 22% from a year ago while up 2% from Q3 as our hiring efforts have resumed.
I’m not sure where $Meta stands in in key clients but looks like a strong sign of a bottom. NIIT surprisingly didn’t degrow despite such a slash in client headcount!
Would be similar great if data points for other key clients known in public could be shared.
Caplin Point Laboratories (02-02-2024)
Please check the Orange Book database published by FDA (US)
https://www.accessdata.fda.gov/scripts/cder/ob/search_product.cfm
Skipper Ltd., (Power and Water) a moat in making? (02-02-2024)
@bully query
RE still in Demat and ASBA done via bank.
Got an email today from the broker that REs will disappear Monday EOD. That is normal, right?
We don’t have to ‘sell’ these RE’s right?
