IS there a group or should i make one Whattsapp for Europe. you send me private message and we can do online meets. I am in Finland.
Posts tagged Value Pickr
Praveen’s Portfolio (10-01-2024)
Ekansh Mittal of Katalyst wealth has written about buyback in simple terms. Please read it Here to understand about buyback
Hope this helps
Praveen
Wonderla Holidays (10-01-2024)
Good work Saurabh. Just on ramup of footfalls it takes time to go 6 lakhs so you can prune inital year down a bit. Footfalls also degrow but anyways it can be managed by growth in non ticket spending
Yasho Industries (10-01-2024)
We both are in the same boat of learning and figuring the things out inthis lumpyness😀
Yasho Industries (10-01-2024)
Like others, i am also learning brother and as i mentioned in the beginning of that post that correct me where i am wrong.I am thankful to you for correcting me.
Yasho Industries (10-01-2024)
Bud the FY 2024 Assumptions are wrong
For a co. That did 300 crores in H1 can do 700 crores in H2?
Great Joke
Please take the physcial capability in account
Yasho Industries (10-01-2024)
You can be disagree with me, everybody has their own style of investing, nobody is right or wrong here.The above calculation are rough calculation and should not be taken as advice for buy,sell.
Yasho Industries (10-01-2024)
Hey Saurabh
I’ll Consider Bull, Bear and Base case in margins Rather than PE multiples
PE Is likely the outcome of Growth and market sentiment
Imo considering 18-19% margins at nase case Scenario
15-17% in bear case and 20%+ in Bull case
If co. Delivers good on earnings PEG Will be more than 2
Imo one should set the earnings forecast and not the PE Multiples forecast i might be wrong
Other Key points nobody in the right mind would comprehend the company to do turnover of 1000 crores in this Financial year
- The company doesnt even have the capability to do so
- Capex going live in Q1 of next FY
- 1000 Crore will take atleast 1.5 year FY 25 May be
And hence the whole model goes for toss
I Might be wrong but wrong that co. Can do such big turnover even after 1.5 year may take 2 too
Disclaimer – Invested and Biased
Great articles to read on the web (10-01-2024)
Sir can you explain me what the author is trying to say in this page?
