Just because the stock price fell, how does that impact the revenue of Adani group companies ?and If revenue impact is minimal how does it affect the debt servicing ability?
Posts tagged Value Pickr
Mahanagar Gas Ltd – a natural monopoly (21-11-2024)
Very Detailed explanation on Reduction of qty under APM. In 2 years time, APM qty would be Zero.
Also allow competition to get better pricing. Interesting.
The central government’s recent decision to reduce gas allocation to city gas distribution companies under the administered price mechanism follows a decline in overall gas volumes, said Gajendra Singh, member of the Petroleum and Natural Gas Regulatory Board.
Over the weekend, the government had reduced APM gas allocation to the city gas distributors by another 20%, marking the second straight month of reduction in gas allocation.
Talking to NDTV Profit, Singh explained the reason, even though the Centre’s policy for gas distribution prioritises allocation of APM gas to CGD companies.
He said that the APM gas supplied to CGDs was being produced in the Mumbai High and its discovery was made in 1986 or 1987. And this asset has “already reached the phase where a decline has started”. When Mumbai High does not have enough volume, “reduction in allocation will need to be applied”.
Lazycap’s Portfolio – Feedback (21-11-2024)
Hi
For me it’s more about price at which I buy. Current valuation is such that the probability of loss seems to be almost negligible. Dont know how long I can hold
Company has seen many regulatory hiccups from the past, same is also highlighted in valuepickr thread of IGL. High probability they might just pass on the cost to consumer if not immediately slowly, even if ROCE falls to 17-18% I think a PE band of 15-20 is fair enough for a business like IGL
Vilas Transcore – Transformer Lamination (21-11-2024)
Is the current valuation justifiable?
EIMCO ELECON — flag breakout (21-11-2024)
May be @Tar @Worldlywiseinvestors can be add their observations here.
Lazycap’s Portfolio – Feedback (21-11-2024)
Hi What is the high conviction in IGL to up 10%?
Ola Electric – Full Stack EV play? (21-11-2024)
Agree with the management comment part.
However for some reasons I still believe in catching a company with bad management having tail winds over a good management with head winds( absence of growth).
At the end of the day, only numbers in terms of bottom.line and top line would matter.
The question is if the company delivers that all this noise with subside , but a million dollar question again is, will they grow and maintain market share as the transition picks pace from combustion to Ev.
Kovai Medical Center and Hospital – Health and Wealth (21-11-2024)
Though Insurance penetration may increase the people they cater to, Insurance patients are not preferred by the hospitals as the insurance cos many a times they dictate the tariff to the hospitals which individual cash paying patients cant. Also the working capital cycle gets prolonged for insurance claim. These are the days where insurance cos have a big say on how much each surgery can be charged, whatever the health cover you have. Have seen instances where despite having 10 lac cover, they refuse to give even 1 lac for deserving surgery citing its their tariff. Not many hospitals can go against it as they may lose their patients( as an insider from healthcare). Hence insurance penetration has both positives and negatives. For hospitals that are running efficiently with good clientele, any day they would prefer cash paying patients for the reasons cited above.
Tejas Networks – Product based IT business in a favored sector? (21-11-2024)
Can someone please help me to understand the impact on the business of this company once the Starlink services become functional in India. Thanks in advance.