Good numbers by ganesha
PAT
Sept 2024@27cr
June 2024@23 cr
Sept 2023@3cr
Disc…invested
Posts tagged Value Pickr
Ganesha Ecosphere – Green Earth play (12-11-2024)
SG Mart- Can it successfully create a marketplace? (12-11-2024)
But the investors did not emphasize on the margins in the first place. Management has time and again pointed to the robustness of the business due to margins being razor thin. They say margins are protected for the year which only time will ascertain. If margins can collapse due to a grey swan event then question must be asked, what are other such events we should look out for?
Disc: Invested
Samhi Hotels – Turnaround with Tailwinds (12-11-2024)
Markets love a de-leveraging storyline. Once the index level carnage stops, we can expect some upside, till then I don’t expect any relief.
SG Mart- Can it successfully create a marketplace? (12-11-2024)
Completely agree with you. If I compare it to Zomato. They have price to sales of 14.6 and PE of 311 and they are a 14 year old company and this is a 2 year old company.
Marksans Pharma- Can it be the next Pharma Biggie? (12-11-2024)
As usual good set of results. waiting for tomorrows press conference for more info regarding backward integration and M&A news. share price may not react much because of rich valuations already.
Jindal Drilling – Beneficiary of a sustained offshore upcycle? (12-11-2024)
“And one more question on the personal level, in your opinion how much of the growth has already been baked into the CMP (in terms of percentage)”
Hard to comment on this question and I’ll be just speculating or betting on/against the market which will be just pointless. For cyclical stocks and that too in this business where even cycles are unpredictable or unevenly spaced, margin of safety has to be healthy and there views may vary depending on one’s own outlook (bullish/bearish) on the sector, risk appetite and time horizon.
Sunteck Realty – Quality Real Estate Company (12-11-2024)
Turnaround with blockbuster result
Delton Cables – Undervalued High growth stock? (12-11-2024)
Good results and another capex announced:
Oriental Carbon and Chemicals Ltd (12-11-2024)
The chemical business alone posting a turnover of over Rs. 100 crore for the recent quarter is very heartening to see. Looks like some degree of recovery has happened. On a very crude basis, just annualizing the recent earnings translates to a P/E of ~16. With the balance sheet data available, Price to Book of 1.3 times.
