Every asset that has a cash flows will have an intrinsic value and from the intrinsic value you can compute intrinsic PE irrespective of small or mid or large cap.If value investing requires you to invest with a MoS,the prerequisite is you should know how to compute value first and then compare with price and take a call on buying or not. I just referenced PE for easy understanding and EPS just doesnt incrase 2 or 3 times just like that..What you cant measure yoi cant controls as stated by WB. If one dont know what the industry might look like then any number will fly and any value can be justified
Posts tagged Value Pickr
Kitex Garments Limited (27-10-2015)
Dear Manish,
Technically it is relevant. But you are right fundamentally it is not relevant.
Kitex Garments Limited (27-10-2015)
There is nothing wrong in posting technical chart. But irrelevant comparison is not encouraged.
Kitex Garments Limited (27-10-2015)
Dear Manish,
I am not comparing here. I am only trying to tell that too on specific request, how following this line will help you to get out when there is a doubt or crisis. The point is in Kitex it has not happened whereas it has happened in case of KSCL.
In fact, I am not bothered about technicals as it is irrelevant in a fundamental forum. I posted this for the benefit of a particular member.
Why dont yu delete Kitex chart also. Can I do it
Rgds
Screener.in: The destination for Intelligent Screening & Reporting in India (27-10-2015)
Hi Ayush
You had a wonderful feature which allowed one to shift the columns of the watchlist. Can you re enable it please?
Alembic & Alembic Pharma (27-10-2015)
Super duper Q2 FY16 results. Orbit changing.
- Net Sales up 85% to Rs 1018 cr
- Net Profit up 274% to Rs 289 cr
- International Generics up 342% to Rs 559 cr
- API Business up 43% to Rs 137 cr
Kitex Garments Limited (27-10-2015)
It is not appropriate to compare two companies based on the charts. This does not add any value to the Kitex thread. Please refrain from doing so in future.
Accelya Kale Solutions-Niche & Sticky Business (27-10-2015)
I think another growth area to think of is analytics. The company has already started providing analytics solutions to some airline customers and given they already have relationship/contract for RIVERA they can easily pitch analytics services to other airline customers or probably as combo package.
If they gain meaningful expertise in analytics, they could replicate the same solution to other industries as well. I mean RIVERA cannot be sold to other industries except airline but analytics could potentially be replicated. Just my thoughts, feel free to pour in your opinions.
Diclosure: Invested
Kaveri Seeds – Temporary thread for clarifications (27-10-2015)
The key to monitor is the receivables . The stock has tanked based on this factor also. What was Rs 150 cr at the beginning of the year went up to Rs 176 cr by March 15 and Rs 210 cr in June 15.
Is it possible to get the latest update as any delay in recovery or non-recovery will have significant impact on financials.
Rgds