Kenneth Andrade’s fund is regularly accumulating it. Feb, Mar, Apr and May-24.
Posts tagged Value Pickr
Amit Singh Learning page (20-06-2024)
Comparison of Solar EPC companies
Comparison | Gensol | Waaree | Oriana |
---|---|---|---|
Market Cap | 4039 | 21025 | 4952 |
Stock Price Rs | 1067 | 2019 | 2581 |
Stock PE | 75.5 | 142 | 91.3 |
FV (Rs) | 10 | 2 | 10 |
No Of Share Cr | 3.7854 | 10.4136 | 1.9186 |
MW Executed | 770 | 700 | 200 |
Debt for FY24 Rs Cr | 1510 | 41.2 | 184 |
Interest Cost FY24 Rs Cr | 108 | 7 | 6 |
Rev/ MW (Rs Cr) | 1.250649351 | 1.251428571 | 1.915 |
Margin% | 24% | 24% | 21% |
PAT % | 6% | 17% | 14% |
Order may be executed MW in FY25 | 1426 | 1471 | 430 |
Expected Rev Rs Cr | 1783 | 1840 | 823.45 |
Expected PAT | 98 | 313 | 115 |
Exp EPS | 26 | 30 | 60 |
Avg PE considered | 59 | 59 | 59 |
Share price at end of FY25 | 1528 | 1772 | 3545 |
Imp: FV of Waaree is Rs 2 and rest is 10. So the return for the investors holding pre split will be 5 times more.
Views, Information and discussion welcome.
Sky Gold ltd. – Will it reach the sky? (20-06-2024)
Q4FY24 results and guidance
https://x.com/radireddy/status/1803835422935482793
Business model
https://x.com/radireddy/status/1803834009882894403
Investing Basics – Feel free to ask the most basic questions (20-06-2024)
Hi I have a confusion regarding today’s nifty closing value . On Zerodha nifty value is showing as 23,567 however on the chart closing value is 23,579. Same issue on groww. Can someone please help to explain this discrepancy
Why do you think people in India don’t take help from financial advisors? (20-06-2024)
In my perspective, I believe there isn’t much awareness about these certified financial advisors/planners and how they can help people to make money or not to lose money in incorrect schemes, majority of the Indian population believes in assets like physical gold, real estate & house, etc.
Wockhardt: an NiCE story (20-06-2024)
Almost 210 cr of funding/grant for Wockhardt’s UK vaccine program. A bit surprised to see that that there is no exchange disclosure regarding the same. Looks like the vaccine bit will get sorted in next few quarters.
Ishaan’s Longterm Portfolio (20-06-2024)
Considering the PF size, your effort is big, not that they both should be in proportion, and the cumulative knowledge and experience when combined with a bigger capital will yield bigger returns in the future. A bag of money can fall into our lap with no effort, but not knowledge and experience. So w.r.t effort, you are doing the right thing.
Azad Engineering – A stock picker’s dream! (20-06-2024)
Disclosure of your holding is missing.
Ishaan’s Longterm Portfolio (20-06-2024)
Can you please share some insights about these automated strategies resulting in 2.5% ROI monthly.