we can see the data related to Credit Card spending, Debit Card spending, ATM infra, and POS machines and see how many ATMs were installed(roughly means the number of branches for now as the bank is opening a lot of branches), POS machines to know about how much MDR we can capture on acquiring side, Credit Card outstanding to see how many cards were issued…
Posts tagged Value Pickr
Companies with 20%+ growth guidance for next few years (13-11-2023)
Carysil
Target of 1000 Crore revenue by FY25
Current revenue ~600 Crore
EBIDTA margins of 20%
Reference: Thanks to @modiankush
IDFC First Bank Limited (13-11-2023)
What do you make out of this data?
Narayana Hrudayalaya Ltd (13-11-2023)
Extremely good results posted in Q2 2024
Amazing EPS growth is shown.
Ascendant’s Portfolio (13-11-2023)
As said by a very senior and very respected member of the forum, don’t make members click and see a sheet to know about things, if you are seeking views from them. You can post your rationale instead of a sheet.
You have given the context of your beginning and the current philosophy, for someone who can post this, posting the rationale is also the same.
Shivalik Bimetal Controls Ltd (SBCL) (13-11-2023)
If you take competitive advantage period as 25 years, every company is undervalued. No one can foresee competitive advantages lasting that long. Better to take 3-5 year view in most cases and weigh how much the current value is far off from some reasonable intrinsic value and then play on probabilities.
Goldiam International : A rare shareholder friendly and debt free Jewelry company (13-11-2023)
FY 22-23 total dividend received was 15.50 CR…
1 ST Dividend of 8.75 Cr and 2nd of 6.75 Cr…
So 1st dividend this year of 11.52 Cr significantly higher than last yr of 8.75 Cr…
Is this any kind of harbinger??
Premiumization — A Megatrend (13-11-2023)
A company where the product mix is changing to a premium product with capex going on as well –
Steel Strips Wheel Ltd
Forum’s thread is very useful – Steel Strips Wheels Limited – Attractive Valuations
Hitesh portfolio (13-11-2023)
Hitesh Sir I came further in the book 5 rules of successful investing. I want to ask what is 10-k filing equivalent in India where I can analyse the management like how many salary bonuses they are taking?
Also I did not understand “the company capitalising it’s cash flow generating asset or expense it” (I read it multiple times though, Googled it also.)
Can you please explain this concept to me with example and how does this affect the companys prospects.