The actual index is down 40% while the ETF seems to have performed better. Does it get distorted due to low liquidity?
Posts tagged Value Pickr
Shankara Build Pro – Building Materials Organised Retail (15-01-2024)
As per my readings of latest concall, the earler growth guidance of 25-30% has been down graded in the name of demearger uncertainity…
disc: No holdings… reading recently.
Indigrid InvIT: High yield on stable and predictable revenues (15-01-2024)
Wind has a better plf of 35 and offshore can have upto 50, plus the material can be 100%recycled ,it’s the counterparty guarantee that makes it difficult to get predictable cash flows
Narayana Hrudayalaya Ltd (15-01-2024)
I’m new to this sector, forgive me if i am wrong.
they want to focus on improving the throughput of patients. Does not get captured accurately in ARPOB.
Yes, this is what they said in concall, but i dont agree with it. In my opinion ARPOB should be very good indicator. Let me try to explain.
Let us take the overral revenue into consideration. This way we take this out of the equation.
There is a huge out patient also which doesn’t get captured in ARPOB
Overall revenue captures everything. If we divide this by the number of operational beds we can get the revenue they are generating per bed. I don’t care now what is mix of outpatient vs inpatient until i am improving on this number. If outpatient are giving me better ARPOB, let that be the way forward.
A still better metrics is EBITDA / (number of beds).
What am i missing here ?
If i do a similar analysis on Apollo (included only their hospital business which is just half of their revenue) and Narayana. Apollo beats Narayana with 50%, still unsure of the numbers i calculated hence not posting here. But can this be the reason why Apollo commands such a market premium.
Ranvir’s Portfolio (15-01-2024)
If possible, what must be your current portfolio looking like? After you have added some new members and some new tracking positions…If you could post your latest pf.
Is China investible? (15-01-2024)
I use Hang Seng bees to invest in China, if it helps anyone.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (15-01-2024)
News of new hotel approval in Ayoddha is causing upper circuits.
But 98% pledging is not letting me enter at this level. It has already ran a lot. I feel all the news and earning expectation are already accounted in the current price.
Will wait for this quarters result.
Narayana Hrudayalaya Ltd (15-01-2024)
There is a huge out patient also which doesn’t get captured in Arpob