Any recording available of this roadshow?
Posts tagged Value Pickr
Mutual Fund Portfolio Review- Suggestions (30-07-2024)
Oh! I think I missed talking about ETFs
I was actively monitoring ETFs that day.
While the market was down 7-8%, the respective ETF was hardly down 2-3 % (With poor liquidity)
ETFs are not tracked properly in India and posses tracking error.
ETFs are big avoid for me for such days.
I agree “In my opinion, for such long time horizons, the NAV allotment on specific days (T+1, T+2) becomes less significant.”
But what is harm in investing lumpsum amount, with 10% less NAV(Market almost recovered 5% next day( T+1 )
Strides Pharma/OneSource – The Last Stand Will Create Wealth? (30-07-2024)
Back of the envelop calc: cmap 9465 for sale 4209 having pe 90 and evebitda 17.3
Onesource erstwhile stelis contributes 45% revenue.
Strides : FY25 E, Growth rate 12-15%
(4209 +15%) * 55% (deducting onesource revenue) * 20% (Ebitda) = 532, at EVEBITDA 17.3 comes 9203 cr.
Onesource : FY25 E
Guided EBITDA $65 mn i.e., 546 cr equating with peers EVEBITDA ratio of 20 comes 10920.
Gross : 20123
Even just the Guided EBITDA of 1000cr with evebitda 17 comes to 17000 cr. The hidden value of Onesource is the rationale behind the demerger.
Nuvama Wealth Management: Proxy to Affluent India (30-07-2024)
Thanks @investor12321 for helping me out with detail explanation. Now it really makes sense to me. Really appreciate efforts!
SRM Contractors Limited – A niche Infra player (30-07-2024)
This is a big risk IMO. All the road projects in J&K hilly areas have a bad history of delays and cost overruns. Earlier also, projects here have taken a huge toll on financial health of the EPC contractors like Gammon, HCC and Afcons (SP Group). The Chenani Banihal section of the National Highway has been under construction for 15 years now. It was originally stated for completing in 2015 as far as I recall. The company needs to diversify into easier projects in the plains.
PS: I belong to the area
Technocraft industries (30-07-2024)
Why sudden buying interest in this company?
Almost 20% up in 2 days- Any institutional buying.
Not that am complaining- Invested and biased😀
Hiring l Investment Associate l 12-18L l 1-3yr exp l Bangalore (30-07-2024)
@Shahrajk and @sameernics The joke is noted The practical reason is to manage career progression.
Indian Energy Exchange (IEX) (30-07-2024)
Few other interesting points in the call apart from those stated above:
- Growth of exchange is 2.7 times growth of power market in India.
- Market penetration of exchanges increases significantly after renewable share in overall energy mix crosses 20% (This has happened in India).
- Discom losses have come down below 15%. Many discoms have seen their credit ratings improve.
- TAM upto 11 Months to be allowed on exchange. This will add another 40 BU to market size of exchange.
- Generators are now required to offer unrequisitioned power on exchange.
- Battery energy storage system(BESS) costs have reduced drastically. Charging (Non-Peak) and Discharging (Peak Hours) of BESS can be done through Exchanges.
Disc: Invested