CNI Research Ltd
Posts tagged Value Pickr
CMS Info Systems Ltd (01-09-2024)
Does anyone have any update on this?
Samhi Hotels – Turnaround with Tailwinds (01-09-2024)
Do anyone knows has the breakup of the hotel properties are on lease vs owned by Samhi ? I tried referring to the latest annual report but couldn’t get details.
Understand that the hotel properties are mostly on long term leases as per the disclosure in AR.
Ola Electric – Full Stack EV play? (01-09-2024)
Thanks Vivek for sharing this. Wish you may have shared earlier.
Being non-financial backgrowrd, need some time for me to study this.
I have some questions, wondering if you kind enough to answer it please.
- Is this amounts are in Million Rs?
- Revenue Fy 24 is 5000, you mentioned as 3365 cr as base yr?
- Revenue under cashflow is mentioned as 5385? Please explain.
Any website / YT to understand this excel, post if available? Thanks.
Ola Electric – Full Stack EV play? (01-09-2024)
The truth of the matter is, the expansion capex put into Ola E has yet to show it’s true capability…
The future factory and it’s like are yet show the scalability of Ola.
Existing players might be slow to adapt, but they have scale.
And I don’t think any competitive advantage Ola has in manufacturing will stay for the long term.
Customer base of Ola are livid. I don’t see growth prospects that will make this company the next Tesla
Hero Motor – Leader in two wheeler (01-09-2024)
I think Hero motors along with TVS and Bajaj Auto are poised for growth.
One the Ola electric hype crosses consumers will begin to demand quality and longevity. And existing players have more experience and a far better management than up and coming player(s).
Could you maybe share your worksheet on DCF for hero motors.
Seeking to learn.
Hawkins Cookers : Is growth coming back? (01-09-2024)
I plan to do a small valuation exercise on this company.
What is it that I should keep in mind.
I’ll will share my final valuation here.
Disclaimer: I am an MBA finance specialising student. I do not have any work ex as such. I only aim to learn through this exercise.
Analysing correlation between Sensex growth and earnings growth of constituents (01-09-2024)
I am currently an MBA finance student with no real-world work experience in the finance industry. This research project is a part of my academic exploration and learning. While I have put significant effort into ensuring the accuracy and rigor of the analysis, I recognize that I am still in the early stages of my financial education.
Therefore, I welcome constructive feedback and insights from the more seasoned and experienced members of this community.
Please consider this as an academic exercise rather than professional advice or expert analysis.
Thank you
Analyzing Correlation between Sensex Growth and Earnings growth of Constituents.pdf (262.6 KB)
Companies with 20%+ growth guidance for next few years (01-09-2024)
Some twitter info is good
Else you can watch
- Video of alphasme idea last year which was presented during company listing
- Recent corporate presentation
- Management interview with Anilsinghvi on Zee business on youtube
This much will be helpful