MIT choose some selective small cap companies in india, most of the companies delivered good results & returns so far.
I know few companies Calcom, AWHCL, Equitas SFB, KPIT, WPIL. Their entry is mostly at the bottom of the trend
Posts tagged Value Pickr
Glenmark Life Sciences (19-01-2024)
HDFC Bank- we understand your world (19-01-2024)
Why buy individual stock if it gives less than 15 percent returns?
We can buy the index for better return or equal return to HDFC Bank ar this stage
Phantom Digital Effects Limited (19-01-2024)
50 Cr order from Ayalaan producer, KJR Studios
In the current business world people want every transaction to be profitable come what may… But, we are forgetting that there is something called LTV (Life Time Value) of a customer …It is much much bigger than the short term pain / deviation you take making adjustments to your customer needs
Needless to say, the message you send across by your positive acts to other potential customers …btw, yesterday actor Surya appreciated PhantomFX for their excellent VFX work…I believe there will be more to come by and in different forms
South Indian Bank (19-01-2024)
The one concern I have is that if you look at Segment Reporting, it is clear that the results of Q3 2024 are greatly improved due to treasury income. In fact Corporate segment is showing a loss partly due to write off of 28crs of fraud
HDFC Bank- we understand your world (19-01-2024)
I have done Price CAGR calculations above in this thread.
I have considered Exit P/B of 3.0 and 3.5 and Book Value Growth of 10% to 12%, which can result into 11% to 14% Price CAGR if bought at around 1450 or below.
If we consider Exit P/B of 2.75 then may be returns could be lower than 11% but that seems like worst case scenario. But it is possible.
I agree that, we should be little cautious considering its large size, but still it could be a good stock to hold or buy at lower levels for portfolio stability.
I may be wrong in my analysis.
Great articles to read on the web (19-01-2024)
is there any Indian company that manufactures deep mining equipment?
Force Motors – racing ahead! (19-01-2024)
Urbania delivery started in Nepal
RACL Geartech Limited (19-01-2024)
Ok. I think I misunderstood earlier. So you are saying that the only reason that they are not generating net free cash flow is because they are buying fixed assets more than the cash the business is generating?
CROIC is the free cash flow generated divided by the capital invested. This will be negative if the net free cash flow is negative. And I suspect in the case of RACL the net free cash flow is negative because they are buying fixed assets of a higher amount than the cash that they are generating from their business. Please corroborate.
PayTM (One 97 Communications Ltd) (19-01-2024)
On a cash basis, I think the company is now generating cash. They issues ESOPs worth 385 crores this quarter. But that is a non-cash expense. Even after accounting for depreciation, they still generated net cash.
Hoping to see the operating leverage play out from here on.
HDFC Bank- we understand your world (19-01-2024)
Since HDFC has become too big, 2nd largest company by market cap, i think, so even if it is bought at these levels, whats the CAGR return expectations one can have from such a big elephant?
I hold ICICI bank and IDFC First bank…And sold HDFC bank for this reason…