Also one question I would like to ask here? (Its a bit naive, don’t mind)
Why is the tax rate % for Izmo so low?
Also one question I would like to ask here? (Its a bit naive, don’t mind)
Why is the tax rate % for Izmo so low?
With Revenue @1000 Cr EPS to rise by ~₹16 for Q1 YoY basis and PE to be at ~52.
PAT considered at ~6%
The long term benefit will be in holding this stock than trading. A confirm multibagger. UP and Bihar will be big time business.
Disc: Invested.
Kato works is a manufacturer and so is ACE. Sanghvi movers rent out the equipment.
It’s like Maruti Suzuki who makes car. They can’t be direct threat or competition to Ola/Uber of the world.
Actually it may not be even that much. In my limited understanding about ACE, they don’t manufacture what Sanghi rents out which is typically heavy lifting equipment. There could be little overlap in what one makes and other uses but ACE is definitely not in its main suppliers list.
I guess they are not getting the valuation for Frog Data that they want. In one of the previous calls they said minimum 650cr valuation they should be able to get and deal should be closed by March 2024 max.
In the latest concall though the figure comes out to 500-550cr valuation.
Management has been consistently missing their guidance numbers as well. Maybe that’s why the market is discounting it
This company has some weird policies regarding their stint with carpenters. Seems like Anway kind of thing.
Was invested but exited earlier this year.
Concoll notes for Q4(Taken from screener)
Scaffolding Division:
Margin Expectations:
Export Markets:
Textile Business:
Drum Closure Business:
Aluminum Extrusion Plant:
Market Strategies:
Expansion Plans:
Engineering and Design Services:
Revenue and Capex:
Defence Business:
Plastic Closures and Other Opportunities:
Today’s fall is because of one of the OEMs of Sanghvi Movers, Kato Works, which is into crane manufacturing(one business) is forming a joint collaboration with ACE to enter India market? What is the impact of this on Sanghvi’s business in short term and long term?
anything has changed after March24 results?
Disc. Invested
NO,look carefully.Graviton did an arbitrage .There were 4 trades yesterday.You posted only two.
Hi @Rahul_Singh_Dhek Thanks for the inputs.
I have a question.
I have UTI nifty 50 index and nifty next 50 index fund in my portfolio. I have also bought Zerodha Large Midacap 250 fund at NFO. As far as I know, there is a huge overlap between Nifty twin index funds and Zerodha Large cap mid cap 250 funds.
I have UTI next 50 – current XIRR is 37.22 %
UTI 50 - - current XIRR is 24.15%
Zerodha LM 250 - new folio is currently at 14.69% absolute returns.
Per my research and understanding, I am stopping SIP in Nifty 50 and Nifty next 50 and continuing SIP in the Zerodha LM 250 index fund.
what do you think about this? any comments /suggestions.
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