Please elaborate “significant portion of its profits is derived from sources other than its core operations”.
Posts tagged Value Pickr
Apcotex Industries – monopoly in Synthetic Rubber? (26-01-2024)
While domestic market share remained intact, it is gaining market share in global market. For the first time, it exported Nitrile gloves to China. Few Nitrile Latex plants are shutting down. Company remains the lowest cost producer of NL gloves. It is a question of time when good tides will come Apcotex way.
Disc: Remain invested.
IREDA: Renewable Energy Powerhouse (26-01-2024)
Excellent observation.
Intellect Design Arena (26-01-2024)
Does anybody know how to calculate valuation of the firm . What factors needs to be considered.
HDFC Life Insurance Company (26-01-2024)
SBI life is definetly doing well over last few years, However hdfc life has had many challenges with hdfc bank moving to open architecture (led to loss of counter share), policy changes on high ticket non par and the merger. If you look at there growth over other channels they have very much outdone there peers.
HDFC Life Insurance Company (26-01-2024)
ROE/ROCE may not be right metric to look at the profitability of an life insurer given there current business phase, As PAT is lumpy due to new business strain. RoEVOP would be the right metric.
Tech Mahindra – It was Satyam Once Upon! (26-01-2024)
Struggling with Telecom/ Communication vertical. Revenue has gone down but expenses are Creeping up/staying elevated.
I like the New CEO. He comes across balanced. Aggressive but thoughtful. They are taking actions to reduce cost while investing in new capabilities.
I am invested and will stay invested burt valuation, in relative terms has gone up. Need to work out what is the right price to buy again.
I am looking for management’s plan on Apr 2024 but it does not look like there will be material change in short term. company may likely struggle for for more quarters or a year or so.
Any inputs?
HDFC Bank- we understand your world (26-01-2024)
Good analysis; however, a cursory look at past shareholding, I think, will show that FII never owned more than 40% till the merger in hdfc bank and that has gone up to 52% now as FII used to hold around 70% in HDFC.
See the bright Sun: Aditya Vision (26-01-2024)
Excellent write up 
. But Valuation is very high. Also in a recent interview, management is guiding for 20-25% growth as compared to earlier above 30% growth. For this valuation, market cap will be around 5600-6000 cr in Fy25. So risk reward is vey less. However, some correction should be there for entering into the stock