No, being a green field expansion its expected to be completed by FY26/27/28 in a phased manner
Posts tagged Value Pickr
Easy Trip Planners (Easemytrip) – An outlier in OTA (06-09-2024)
Yes, earlier they invested in the establishing a new 5 star hotel and now diversifying into EV buses. Now business is shaping out from asset light business model to asset based business.[quote=“Prashant_Karandikar, post:187, topic:60084, full:true”]
Isn’t it diworsification as per sir Peter Lynch said in his book one of wall street? Meaning isn’t this entirely unrelated business than the core business of easytrip?
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PG Electroplast – Potential for cooler returns? (06-09-2024)
CELLECOR_25042024192715_PPTCellecor25042024signed.pdf (2.2 MB)
New customer addition for PEGL and also we can see growth in cellecor aswell
StageInvesting +Elliot Waves (06-09-2024)
Oops …you’re right. Garware Tech fibres chart is not showing any strength , hence it is not in our focus as of now,whereas Garware Hi Tech is showing momentum.
StageInvesting +Elliot Waves (06-09-2024)
(post deleted by author)
Yes bank (05-09-2024)
Yes Bank:
FII holding increased.
Lowest NPA.
Multi-themed Long Term Portfolio (05-09-2024)
New snapshot of portfolio:
Bold ones are high conviction picks, having more than 60% allocation
The SME portfolio (05-09-2024)
Thanks for the detailed response. Have taken a position, hope the management delivers.
Satin Creditcare Network Ltd – Reaching out! (05-09-2024)
Satin Creditcare Network has successfully closed its first Pass-Through Certificate (PTC) transaction with HSBC India, valued at INR 119 Cr with a 9.30% coupon rate. This transaction aligns with SCNL’s strategy to expand its funding base and enhance financial inclusion. The Series A1 PTCs were issued on August 30, 2024, with a maturity date of August 12, 2026. The deal involves a par structure where 87.5% of the pool principal is issued, with the remaining 12.5% acting as overcollateralization, and is rated Provisional CRISIL AA+
PE ratio of the stock is still trading around ~5. Any reason for such a low PE ratio to the company ? Is there potential for rerating in next 2-3 years
Rajesh’s portfolio (05-09-2024)
@Rajesh_Singh Sir Did you go through Sonalis consumer annual report? Company is planning some big changes.
- Increasing authorised share capital from 2 crores to 13.5 crores.
- Amending the object clause to diversify their business.
- Preferential issue upto 14.52 crores at 60/share as consideration for land.
Post the preferential issue the promoter’s holding will come down from 38.59% to 17.45%.
Sir how do you see these changes? Are you bullish on the company and planning to hold it for long term?