In my opinion, the greatest risk for this business is occupancy / leasing out rate of the completed offices. Their money outflow starts on the day when they make deal with landlord/ buy real estate. However, their income will start once they lease out the completed offices (after furnishing/renovation, etc.). The bigger the gape the more impact on bottom line. Considering slowdown in IT, BPO, start-ups, etc. this risk can not be ignored.
For investors - high valuation, more frequent equity dilution and diversification in the lower margin business initiatives are the real risks. Hence, we as retail investors should have enough margin of safety while investing in such company instead of carried away by seeing name of the well known investors in their shareholding !!
I normally remain cautious when there is rise in Finfluencer / youtubers advisor recommending any company and multiple articles on the company/business of the company…this is time when someone already bought at lower price and would like to offload by creating froth in company stock price.
Patience always good - wait for correction / right price and buy it !! Market always give an opportunity!!
Posts tagged Value Pickr
EFC – Entrepreneurial Facilitation Centre (09-07-2024)
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (09-07-2024)
Anybody attended the virtual meeting of investors and management held tomorrow?
Raymond – The Complete Man (09-07-2024)
Out of these three businesses, which has higher growth potential going forward and available at reasonable valuation?
When the new demerged business will be listed on exchanges for retail investor buy/sell?
StageInvesting +Elliot Waves (09-07-2024)
A stock closing at ATH is definitely not in Stage 3
Garware Hi-tech films (Earlier Garware polyester) (09-07-2024)
Polymer price list is given once every 15 days normally. Unless there is a requirement to increase in between, there are no changes until a fortnight.
Techno electric engg ltd (09-07-2024)
In fact, the way I see it, it seems to be a very good investment idea just based on the electricity EPC part of the business. The Data center piece would be icing on the cake.
StageInvesting +Elliot Waves (09-07-2024)
If you have patience, anything is possible.
Raymond – The Complete Man (09-07-2024)
Presentation from today’s investor meet, highlighting different segments and future strategy in all three verticals.
Covers some new initiatives in lifestyle like Sleepwear by launching SleepZ By Raymond and Innerwear in Park Avenue, and more insights about MPPL business on the engineering side.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/dbe36c70-d3e5-461b-85b6-a2d45781506f.pdf
Cosmo Films – Diffentiated player in commodity business (09-07-2024)
i can find Polypropylene prices. but can’t find BOPP & BOPET in the above link.
StageInvesting +Elliot Waves (09-07-2024)
Hi Stage,
I wish to enquire about PGEL – is it at stage 3?
It’s up 1X in ~2 months. How much steam do you think it might have left?
Don’t you think everything is running too fast, or is this how it should be once the stages are identified correctly?