@royatirek The OPM has improved drastically to 33% last quarter due to shift towards CMS business but the question is if it is sustainable because historically they had margins in the range of 15-20%. My concern is what if mean reversion happens and margins decline again ? Although the current PE still looks reasonable but stock has already become almost 4x in the past one year and if OPM doesn’t sustain, we would see the PE ratio rising.
Posts tagged Value Pickr
My portfolio updates and investment journey (06-01-2024)
I use paytm money and icicidirect… I have given more information here My portfolio updates and investment journey – #39 by joinjp2003
Investing Basics – Feel free to ask the most basic questions (06-01-2024)
hi,
Kindly share a book that explains what a financial ratio actually implies in terms of CapEx, etc. and all other things. Instead of just numbers. I think this is called ratio marrying.
Regards
Force Motors – racing ahead! (06-01-2024)
EV Traveller should be rolled out by 2nd half of 2024
My portfolio updates and investment journey (06-01-2024)
Which platform you use to scout for the lucrative opportunities in bond platform. Zerodha only offers T bills/G-secs and SDL’s.
The ART of Valuation (06-01-2024)
May I request you to please give any example for each of the valuation checklist (if possible)
Force Motors – racing ahead! (06-01-2024)
Force Motors#FORCE#FORCEMOTORS#FORCEMOT
Back in momentum
Good sales update 👌
Has been a solid December for ForceSales going above 2500 nos again after seasonally lean Oct n Nov
(Oct n Nov both had decent YoY uptick)December production at 2612 units
December sales at 2500… pic.twitter.com/L6l5Escu8k— Shreenidhi P (@nid_rockz) January 5, 2024
Simple Investing (06-01-2024)
Current market is overheated, exuberance at its peak rightnow, very difficult to find investments at reasonable valuations, turnaround, hated sector investment is best approach
Genesys International – Product Monetisation (06-01-2024)
Their holding in absolute number remains the same.
Reason for decrease of shareholding is because of dilution after preferential allotment.
ValuePickr- UAE (Dubai) (06-01-2024)
Hi,
Really elated to hear this about this. Would love to be a part of any meetups that happen in Dubai.
I actively invest in the Indian markets and would love to learn from fellow equity investors.
Thanks.
Vidhyut Bhawnani