@kdjolly The reply was w.r.t CNBC tv article you shared.
Posts tagged Value Pickr
Petronet LNG Limited – Green India with Clean Fuel (22-08-2024)
Contribution of natural gas to world’s energy mix is growing rapidly and India wants to expand its gas consumption also. In addition LNG capacity addition globally is also expanding while LNG trades are becoming increasingly liquid. Given that we don’t have vast gas resources to go with, our reliance on LNG will only increase, and Petronet is going to be a key player in India’s push for cleaner Energy.
What I see in Petronet is a virtual monopoly, high ROE, profitable and cash rich business available at an enterprise value x 9 times EBITDA and market cap almost at sales value. It’s very hard to find such businesses in a sunrise sector at such cheap valuations.
In my view, stock is way undervalued and at forward earning basis, still trading below it’s historical averages while rest of the PSU pack has seen major rerating. There is a lot of juice left in this counter.
Power Mech Projects – Not a typical Power Infra Company (22-08-2024)
1:1 Bonus declared.
Crestchem Ltd – Nutritional Chemical company (22-08-2024)
Hi Rahul,
Thank you for the write up. I started looking into the companies promoters and found that they are from Sintex and Sintex Plastics.
Eg:All _____ Arun Prasad Patels are from Sintex and Sintex Plastics.
One more observation i could see is their fixed assets are close to 17 lakhs+ lets say accumulated depreciation will make the total to 30 lakhs(lets say).
If they are making 20-22 crores sales that is too much of a turnover. I am not sure on the possibilities, but any of you have more clarity it would be good to know.
Piccadily Agro Industries Ltd (22-08-2024)
What they haven’t mentioned is that Camikara also bagged a silver in the same competiton. Things are hotting up for the sector and this space in general.
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (22-08-2024)
True. It has been disappointing. Even after the company attending Investor conference organized by their IR and some 1 on 1 meetings, company hasn’t been able to attract any big investor of note.
Company can do EBITDA of 260-280 cr next year, still no takers. The recent technical action of stock hasn’t been good.
BCL is of the most efficient grain processors and grain-based Ethanol manufacturers, with assured demand for it products. Still, it has not attracted big players, while stocks doing a fraction of its Revenue/EBITA/PAT at lower margins are flying high, with bigger market caps based on some made-up stories/MoUs most of which won’t fructify.
Anyways, it is what it is. Market is supreme
E2E Networks Ltd – Listed small Cloud computing player (22-08-2024)
Valuations are strictly individual perspective based.
That’s what makes investing difficult and interesting.
DCF is subjective and does have its limitations.
The Anti-Portfolio (22-08-2024)
After the continuing Firing season there is 0 to single digit hike.
Companies deferring onboarding or not honoring placement offers.
People will shift or wait for buying non necessary items like Car, Trips etc.
Focus will be on savings more.
Only Gov can go on spending spree on Infra, defence . Retailers will be hesitant.
Just My thought might be wrong