Bharani, This is great. Can you pls share your notes taking process and the tools you use ( online or offline).
Posts tagged Value Pickr
Panama Petrochem – Bulk to Specialty with Capex & Maiden Con Call (07-10-2023)
Valuations look really attractive. Based on DCF and EVA based calculations, intrinsic values are higher than CMP.
In addition,
- EVA / Invested capital is around 96% based on last 10 years data
- CROIC > WACC
- FCFF / interest expenses is more than 10
- FCFF yield is around 10% which is higher than AAA bond yields
- CFROI in last 3 years is more than 20%, much higher than WACC.
- FCFF / total capital employed is more than 25% in last year.
- Highest score of 4 under fragility scorecard
- SSGR > Sales growth
- CFO / PAT is roughly 90%
- 16% CAGR in ROIC in last 10 years
- CMP is getting near the 52 weeks high (currently CMP is at 73% of 52 w high price).
I think its an opportune time to invest. Any views from experts?
KCP Ltd – undervalued cyclical company (07-10-2023)
https://www.bseindia.com/xml-data/corpfiling/AttachLive/45d9288c-e054-44f2-bc66-8fca3d0abb2c.pdf Recent announcement by Co.
KCP Ltd – undervalued cyclical company (07-10-2023)
(post deleted by author)
Multi-Disciplinary Reading – Book Reviews (07-10-2023)
Jindagi lambi hogi to hi compounding ka real Aanand le payenge. Lambi hogi to apne aap badi bhi ho jayegi.
Infibeam Avenues – A Fintech Play (06-10-2023)
Should be sustainable, now gradually UPI will also be charged at transactor level .
Not invested but tracking
Goodluck India Ltd (06-10-2023)
Yes. It may be difficult to come back to 680. But if overall Market corrects then there are good chances of getting at this price.
I’ve built 4% position in this and would be okay of I don’t get to add again.
You may chose to build a small position and raise it if it corrects. Whatever suits your style. With that being said, if allocation is too small like 1%, then it may not effect the PF in anyway, neither positively nor negatively
No reco
The story behind Pharmeasy’s valuation being cut down by 85% (06-10-2023)
What will be market cap of pharmeasy post right issue?
Goodluck India Ltd (06-10-2023)
My ideal buy price would be less than 680, but I am just afraid it might not come there. What do you think?