The anti-thesis for this can be. The current valuation and operating margin for IndiGo don’t seem sustainable. Its operating profit margin is around 22%, while for Delta Air Lines, the largest airline in the world, it hovers around 10%. Additionally, the new Minister of Aviation has mentioned looking into ways to reduce airfares, which might impact IndiGo’s pricing power.
Posts tagged Value Pickr
PayTM (One 97 Communications Ltd) (17-06-2024)
fa3c56a6-a32b-40e0-bf43-3412e6a2104b.pdf (876.0 KB)
Paytm not denying a possibility of ticketing business sale/partnership with Zomato or any other possible buyer(investor)
Aavas Financiers :: Banking on the unbanked (17-06-2024)
Hello,
In the below tracker, I have started tracking important company goals for AAVAS Financiers.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-2.xlsx (123.5 KB)
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (17-06-2024)
In one of the distributions this year, there was a new component called Other Income.
Is this component tax free in the hands of the investor?
Ganesh Benzoplast – Cash rich chemical storage/tank king (17-06-2024)
Came across this nuvama report, a bit dated. I would expect that the FY 27 estimated revenue and profits will come in Fy28, as the project is scheduled to go live in Q1 of FY27, so FY27 wont have full year of revenues and there could be delays in commissioning…hence expect the LPG project to have a full years revenue in FY28.
Maharashtra seamless-a value plus cyclical play (17-06-2024)
Would you mind explaining this a little more in detail.
Shivalik Bimetal Controls Ltd (SBCL) (17-06-2024)
Is it worth investing in SBCL?
HBL POWER SYSTEMS: Booting-up for the Race of the Century (17-06-2024)
*There is a fair possibility of HBL securing a portion of the 10k tender, also noted that FII/DII have increased their holdings in the last quarter
Disc: invested.
Wockhardt: an NiCE story (17-06-2024)
DCGI has recently granted permission for the manufacturing and marketing of “Cefepime+Enmetazobactam” - for a NCE manufactured by Orchid Pharma.
The use case of this drug is similar to that of WCK 5222. “treatment of complicated Urinary Tract Infections (cUTI) including acute Pyelonephritis, HospitalAcquired Pneumonia (HAP) including Ventilator-associated pneumonia (VAP), and Bacteremia when it is associated or suspected to be associated with either complicated urinary tract
infections or hospital-acquired pneumonia”
Cefepime+Zidebactam was found out to be more potent than Cefepime+Enmetazobactam as per Assessment of Activity and Resistance Mechanisms to Cefepime in Combination with the Novel β-Lactamase Inhibitors Zidebactam, Taniborbactam, and Enmetazobactam against a Multicenter Collection of Carbapenemase-Producing Enterobacterales - PMC)
How would this affect the market for WCK 5222? Will a competitor launching a similar product earlt (albeit less potent/efficient) change the pricing strategy of Wockhardt? What if this product gains distribution before WCK 5222 is released? Would love to know your thoughts on this. Disc: Invested
Thanks
Corporate Fraud/Misdemeanor – Public Domain – Global lessons (17-06-2024)
@adminph2
Dear admin,
please ask the above 2 members to take their quarrel to private messages. They are cluttering a public thread in their feud.
Please also delete this and the quarrelling messages above at your discretion.