I think collection cycle is the problem for NBFC, I think Poonawala fincorp will do well in this guided for 35+ % guidance, with tech enabled platform at core. I think this company is at inflection point disclaimer: I am invested
Posts tagged Value Pickr
Companies with 20%+ growth guidance for next few years (20-10-2023)
Yea agreed, it’s an awesome new age company and not much on radar… planning to invest…not invested yet
Shakti Pumps – solar shakti (power)! (20-10-2023)
noted, so with a turnover of 250 – 300 crs the PAT ( as per last years NPM @ 2.5% ) would be max Rs 7.5 Crs, stretch this to 15 Crs. The MCAP at todays close was up by 250 Crs, Market madness at its best.
Clean Science and Technology Limited (CSTL) – A clean and green future ahead (20-10-2023)
Total capex for HALS in unit 3 and unit 4 – 2ktpa and 15 ktpa. Total 17ktpa. HALS price – 8$ to 10$. This can create revenue of 1000Cr to 1300Cr. But this will take time for realisation, let’s see how the execution will turn out
NMDC Steel ( NSL ) – A Unique Demerger Opportunity (20-10-2023)
Selling majority stake involves “Control Premium”, so by not selling that premium has vanished.
Cummins – Generating Power (20-10-2023)
Quick question – Looking at screener, bulk of the Capex investments are in “Buiding” rather than “Plant and machinery”. The increase in building is much higher than P&M.
Am not sure what this means? Any info would be helpful
Shakti Pumps – solar shakti (power)! (20-10-2023)
Correct. Given that company has 16% type market share,I don’t think more than 250-300 cr from this will go to the company. However,it could be sentiment impact playing out on the price since this has been delayed since long. It also opens up the possibility of other states doing so in the near future since this is a pre-election year.
NMDC Steel ( NSL ) – A Unique Demerger Opportunity (20-10-2023)
@siddhakkohli – Is this such a bummer that market is reacting it so negatively. Although, I agree all along the idea was to make this sell steel plant and or may be run by private players. How does “not selling” plant anegative news for shareholders?
MCX and Financial Technologies (20-10-2023)
any idea why daily option volumes on MCX are so low after the software transition?
MCX and Financial Technologies (20-10-2023)
any idea why daily option volumes on MCX are so low after the software transition?