No, the management only spoke about total revenue of the being acquired company.
Posts tagged Value Pickr
Oriana Power – SME play on Renewable Energy (08-10-2024)
No Bro. Lot size is 150
Hitesh portfolio (08-10-2024)
On how to find multibaggers you may go through talks given by Hiteshbhai which is referred in this post. Hitesh portfolio – #7635 by barathmukhi
Hitesh portfolio (08-10-2024)
@hitesh2710 sir you have seen and experienced many bear and bull cycles I as naive investor have a few questions if it’s possible for you to reply I will be great help
- According to you what will be the starting market cap range to look for multibaggers
- What are the sectors which had given maximum multibaggers and thuds
- Is it possible to ride a real multiphase bear and bull cycles in a single sector or stocks ( stories like hdfc for 2-3 decades etc)
Godrej Properties – Brand, Business model & Scale (08-10-2024)
Thank you for this insight 
@bheeshma . So what variable, according to you, is best to track? Cash Collections, Booking value, or something else?
Just want to know a variable that I can track that gives me confidence that topline will eventually be grown to same degree as this variable. As guidance seems to be lacking over revenue or PAT, but seems abundantly and transparently displayed on above stated variables.
Godrej Properties – Brand, Business model & Scale (08-10-2024)
Real estate cos in India follow contract completion method where revenue gets recognised when the project is completed and handed over. Earlier it used to be % completion method but they changed the accounting. Therefore, reported topline is historical and an academic figure.
Oriana Power – SME play on Renewable Energy (08-10-2024)
Important negative point for this is Oriana power is, lot size is 1200 which accounts about 24 lakhs minimum investment. so retailers will not be interested and thus second time pumping up this stock may not possible now . market condition not conducive now for small cap stocks to rally again
Semiconductor world – CPU/GPU Wars (08-10-2024)
In light of the US govt entities coming out and recommending companies use Intel for their requirements, how does this change their runway?
Mazagon Dock: aptly called “Ship Builder to the Nation” (08-10-2024)
This stock has rallied way too much and has now slowed down along with the defence sector as a whole.
I had taken delivery of this at 260-310 levels back in 2021 and am still holding them.
But looking at the way in which it rallied in the last 2-3 years I am doubtful that the stock will generate any meaningful returns (until the dust settles atleast).
Opinions?
.
Currently trading at 4000 levels but has previously touched 5800 earlier this year.
My Portfolio (Updates and Suggestions) (08-10-2024)
Hello,
In my opinion as a CFA aspirant, you have a rather high exposure to HDFC Bank.
It is not only about the individual holdings but I suggest you also look at the stock composition of your mutual funds. Since you have the Index Fund, it is highly likely that you also have HDFC Bank exposure through there.
I am not aware of the composition of your Parag Parikh Fund but if the fund is also holding HDFC Bank shares it further increases your exposure.
I strongly suggest you atleast cut down your direct stock exposure to HDFC Bank.
Also, 35% cash which you hold is also not a good indication since inflation will affect it. I suggest you look at Liquid Funds to temporarily keep the cash until you choose to spend/deploy it.