I think, company presentations are the best source, as they outline their capex plans. Or if u have access to broker reports, some of them give free access like Prabhudas Liladhar, Moti Lal etc. They would give 3 year forecasts on volume.
Posts tagged Value Pickr
Indian Defense Sector (08-07-2024)
With my limited knowledge I can share few points here.
- Stocks are over valued. Few are in bubble state for sure, because there is no insights on their current happening (we only know last quarterly result and few news here and there) like BDL, krishna, bharat forge, etc.
- I find HAL, Mazdock still under valued. (not a buy recommendation)
- Defense cycles are quite long and it take lots of time for government to decide on something, frame a policy, allocate budget and start working. There are also lots of parameters from international arms companies, other countries, politics and so on.
- Right now it look like government is very much clear on their agenda, they want to establish India as a defense hub. Second, there is huge potential in terms of business, because of the India’s current foreign policy and strategic position we are in to. This business will definitely flourish.
- But current government has to continue for next few year, which may add risk to this scenario.
- We may see news related to this in the upcoming budget in this month. So this may further push this sector.
Let’s see how this goes. Depending on the risk appetite of the investor, one can take the decision. Also I would advise everyone to do their due deligence on each company before investing, at least to basic calculations of valuation, PE, current orders, management, policy, etc.
Does GMR Infrastructure have a Potential to be a multi-bagger (08-07-2024)
Quarter 4 and annual report published.
VP Group Navi Mumbai (08-07-2024)
Is this group active? What all activities so you do?
Raymond – The Complete Man (08-07-2024)
Yes, they won’t be the same. I don’t know how the share capital amount adjustment will happen (perhaps any knowledgeable person can share the details). But the number of equity shares will be done as mentioned in my post above.
RIL: Is the ‘Reliance” on ‘Jio’ Justified? (08-07-2024)
Correct, his ownership is not relevant here. My bad.
Screener.in: The destination for Intelligent Screening & Reporting in India (08-07-2024)
I am a paid user and the benefits of screener is tremendous for my research.
One thing I would request is an ability to see any financial item x number of period ago
For instance, in amibroker if I want a price 2 days back I can write a formula I think ref(c,-1) where c is close.
Other programs have similar syntax
It would be great to have a quarterly or yearly net profit, x periods back in user columns
That will probably make it a bit intuitive for usage
Currently quarterly profits can only be referenced, upto 5 quarters back.
Some data like cash flow from operation is only available for latest year.
Some data cannot be referenced at all like “Fixed assets purchased”
Ideally if I could make a column called Ref(fixed assets purchased, -1) I should be able to get last periods fixed assets purchased.
I know those who come from IT background scrape this data and its quite easy to do but it puts unnecassary load on the server.
How to register with SEBI as a Research Analyst? (08-07-2024)
That includes FY 24. I filed last year and this year.
VP Group Navi Mumbai (08-07-2024)
Heyy Fellow grp member, Can you please add me in the group. May please let me know if I need to share some information
RIL: Is the ‘Reliance” on ‘Jio’ Justified? (08-07-2024)
Blockquote
Under the Companies Act, 2013, the relevant provision regarding related party transactions involving promoters is Section 188. This section lays down rules for transactions where promoters or their relatives have a direct or indirect interest
Section 188(2) specifies that a related party or a director who is a related party cannot vote on such resolutions:
“No member of the company shall vote on such special resolution, to approve any contract or arrangement which may be entered into by the company, if such member is a related party.”