How did you know such things, before hand.
Posts tagged Value Pickr
Medplus Health Service second largest pharmacy retailer (18-06-2024)
66 crores net profit on 5625 Sales
In percentage, it comes 1.17%
Risk free Rate is 7% , which you can easily get banks , etc
Now , How much cost goes in addition of one stores ?( is it franchise mode , or else )
Till how many years , they will be keep adding stores ??
why would one should stay in medplus over other business
Focus Lighting & Fixtures Limited (SME) (18-06-2024)
It is Smallcap company , how you can feel sad when your friend doesn’t know it ,
Most of the people don’t know value investing , it does not mean value investing doesn’t exist
Website is minor issue ,it is not affecting their business and fundamentals , it is a issue but minor
You can also accept it as it is small cap category
You will regret it afterwards for selling it
There orders are enough for vouch their growth story
You are judging too early
One should have Guts and convinction in their investments
Every company has its pro and cons
DDev Plastiks Industries – A Smallcap Gem (18-06-2024)
PPT MAY 24 DDEV PLASTIKS.pdf (3.9 MB)
CONCALL TRANSCRIPT DDEV MAY 24.pdf (791.6 KB)
STORY SEEMS INTACT FOR DDEV PLASTIKS
PG Electroplast – Potential for cooler returns? (18-06-2024)
60 PE would be reasonable for such growth company, PE is down from 80 levels in 2021-2022 to 37 levels in Mar’24.
There was some correction after Q3 call where management cautioned about the growth prospects due to in house capacity building by brands, but they keep on acquiring the new customers and introducing new products to maintain the growth.
Q4 comments are very strong and growth would continue for medium term.
Indiabulls Housing – A compounder from here? (18-06-2024)
Can’t speak for the Indian markets, but in American and Chinese equities the examples are dime a dozen. ESOP is not the issue, but they still dilute the shareholders, what you need for the ESOP to be really viable are buybacks, that way not only the shareholders but also the employees who have become shareholders will be incentivized in the long run as the value of their shares grow. Tencent is one good example, massive buybacks. AZO, NVR, ORLY are some good US examples, bought back more than 50% of the company in some cases, total cannibals.
As long as the ESOPs are not excessively dilutive, they shouldn’t be a concern. 0.5% is not much imo and there are companies that dilute twice that even after accounting for buybacks.